All Episodes

Displaying 1 - 30 of 40 in total

23/06/25: Central bank caution, Middle East concerns & dollar resilience

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of M...

16/06/25: Middle East tensions, US inflation & AI momentum

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of M...

09/06/25: Musk–Trump clash, tariff talk & rate cut caution

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of M...

02/06/25: Market rebound, trade updates & Nvidia’s AI push

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of M...

26/05/25: EU tariffs, Trump’s tax plan & bond volatility

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of M...

19/05/25: Trade talks progress, defence deals & United Health tumbles

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of M...

12/05/25: US and China agreement, recession fears & resilient earnings

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of M...

05/05/25: Big tech earnings, resilient jobs data & tariff strategies

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of M...

28/04/25: Tariff optimism, trade talks & big tech earnings

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of M...

21/04/25: Japan, Semiconductors & Chinese supercomputers

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of M...

14/04/25: The basis trade, tariff rollback & inflation data

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and James Athey discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief I...

07/04/25: Tariff impact, market reactions & global response

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Rory Dowie discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief In...

31/03/25: Growth outlook, bond markets & tariff updates

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and James Athey discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief I...

24/03/25: Central bank moves, tariff uncertainty & market expectations

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and James Athey discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief I...

17/03/25: US market sell-off, tariff concerns & inflation trends

In this week's episode of the Monday Espresso podcast, Edward Kennedy and Rory Dowie discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief In...

10/03/25: AI market shifts, Trump's tariffs & Europe’s resilience

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Rory Dowie discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief In...

03/03/25: Nvidia, Fed signals & China’s economic shifts

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Rory Dowie discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief In...

24/02/25: China tech rally, UK inflation & Alibaba’s resurgence

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Rory Dowie discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief In...

17/02/25: Tariff uncertainty, UK growth & Russia-Ukraine talks

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and James Athey discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief I...

10/02/25: Trump’s tariffs, China’s response & UK rate cuts

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Andrew Shaw discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief I...

03/02/25: DeepSeek's impact, Jevons Paradox & central bank moves

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Edward Kennedy discuss recent events and look to the week ahead.Sheldon MacDonald is the Chie...

27/01/25: Trump’s executive orders, Japan rate hike & UK trade policy

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Sarah Todino discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief ...

20/01/25: UK inflation relief, China's stimulus & Trump’s inauguration

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and James Athey discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief I...

13/01/25: Rising bond yields, inflation trends & US economic resilience

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and James Athey discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief I...

06/01/24: Trump's return, China's outlook & review of 2024

In this week's episode of the Monday Espresso podcast, Sarah Todino and Alex King discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Inves...

23/12/24: US Fed signals, UK inflation & global market trends

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Sarah Todino discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief ...

16/12/24: China stimulus, NATO spending & Eurozone forecasts

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Andrew Shaw discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief I...

09/12/24: US employment data, political uncertainty & Asia

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Alex King discuss US employment data, political uncertainty & Asia.Sheldon MacDonald is the C...

02/12/24: US tariffs, Eurozone inflation & consumer spending

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Sarah Todino discuss US tariffs, Eurozone inflation & consumer spending.Sheldon MacDonald is ...

25/11/24: NVIDIA's earnings, inflation trends & interest rate outlook

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Edward Kennedy discuss NVIDIA's earnings, inflation trends & interest rate outlook.Sheldon Ma...

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