Markets Weekly podcast (5 February 2024): FX special and central bank updates

In this week’s podcast, Dorothée Deck, our Cross Asset Strategist, takes us on a whistlestop tour of the latest releases from the first-quarter corporate reporting season. Topics include the market response to these announcements, the recent equities rally and a potential reacceleration in earnings growth. As podcast host, Julien Lafargue also provides a round-up of key investor topics, including the US labour market, central bank policy options and UK inflation.

In this latest podcast episode hosted by Narayan Shroff, Head of Investments at Barclays Private Clients India, special guests Jamie Montgomery and Sumant Mandal of March Capital weigh in on how AI and automation are transforming Indian businesses, and the increasing role of Indian diaspora and technology businesses in shaping the future of enterprise technology in India.

Join Sumant Mandal and Jamie Montgomery of March Capital for a fascinating discussion of the key trends within the venture capital space, with a particular focus on the rise of artificial intelligence. Meanwhile, Matt Spence from our Investment Bank delves into market liquidity levels and the recent slowdown in venture investments. Lastly, podcast host, Julien Lafargue examines US inflation and the latest releases from the first-quarter corporate earnings season.

In this week’s podcast, Michel Vernier, our Head of Fixed Income Strategy, examines the outlook for interest rates in the major regions and particularly the US. Other topics include bond yields, declining inflation and potential opportunities for fixed income investors. While host Henk Potts explores China’s growth prospects, the latest UK employment figures, inflation in the eurozone, and other key investor topics.

What are the psychological implications of investing when markets are at an all-time high? Tune in as Alex Joshi, our Head of Behavioural Finance, delves into the emotional biases that could impact investment decision-making when markets remain buoyant despite a predicted economic slowdown. Meanwhile, host Henk Potts examines crude oil prices, US inflation and the latest announcement from the European Central Bank, amongst other things.

Join Stephen Moroukian, our real estate financing specialist, as he reflects on growing UK mortgage approval rates and the implications of a possible fall in interest rates. Meanwhile, Henk Potts delves into US employment, the most recent manufacturing figures and eurozone inflation.

As Bitcoin falls from its recent market high, Nikola Vasiljevic, our Head of Quantitative Strategy, considers the outlook for digital currencies over the short and medium term. Topics include the potential implications of recent regulatory changes in the US and UK, the possible role of digital assets in portfolio diversification, and the boom-bust cycle within the crypto space. Meanwhile, podcast host Henk Potts explores UK growth prospects, US inflation, and previews this week’s crucial interest rate meetings in the US, UK and Japan.

This week, Damian Payiatakis, our Head of Sustainable and Impact Investing, explores the outlook for early-stage green ventures. He also considers potential investor opportunities and the impact of increased government support in this space. Meanwhile, podcast host Henk Potts discusses record highs in Bitcoin, the UK Spring Budget, the latest developments in China, and interest rates in the eurozone.

In this week's podcast, host Henk Potts discusses the latest inflation data from the US and Europe, and what it could mean for interest rates. He also previews the upcoming US employment report and the UK's Spring Budget. Henk is joined by special guest Juliet Agnew, our Head of Philanthropy, who introduces our recently released 'Guide to Giving', which is designed to help donors get the most from their philanthropy journey.

With equities recently reaching an all-time high, Dorothee Deck, our Cross Asset Strategist, discusses the market outlook over the short and medium term. She also covers recession prospects in the major regions and potential benefits of defensive portfolio positioning. Meanwhile, host Henk Potts examines corporate earnings data linked to AI developments, US central bank options and the latest manufacturing figures.