Economic Insights

Alex and Selim talk about the week where markets lurched between record highs and sharp reversals as the US-Iran ceasefire proved anything but stable — exchanges of fire in the Strait of Hormuz, Iranian missile strikes on the UAE, and yet a White House insisting the pathway to negotiations remains open. A strong US April payrolls number contrasts with slowing Europe and the UK economies. Turkey bears some of the sharpest pain, with April CPI rising significantly.

Alex and Selim talk about a volatile mix of central bank divergence and geopolitical escalation. The Fed held rates but recorded four dissents signaling that the incoming Warsh era will not succumb to political pressure. The UAE's exits OPEC sending a message that went well beyond oil quotas. With the ECB turning hawkish, the BoJ divided, and oil-importing emerging markets under growing strain, the global economy is increasingly caught between a resilient US and an energy shock with no clean exit in sight.

Alex and Selim talk about a week defined by war and whiplash. The Strait of Hormuz remains closed; every major central bank globally is in wait-and-see mode. Next week brings FED, ECB, BOJ and BOE. The hosts talk about their implications.

Alex and Selim talk about physical oil prices, record high S&P 500, Peter Magyar's crushing win, commodities, currencies and what really matters for next week.

Alex and Selim talk about Trump threatening to wipe out a civilization, and his inevitable and unsurprising climb down. Also on the show, Hungarian elections, US CPI, and a belated review of the US job figures.

Alex and Selim talk about equity markets ending the week in correction territory as Trump's 10-day extension to the Iran deadline failed to convince investors. The conflict is no longer contained — the Houthis opened a second front over the weekend. Meanwhile, private credit funds are quietly gating withdrawals as liquidity strains build, Turkey is burning through reserves at an alarming pace to defend the lira, and flash PMIs across the US and Europe confirm the global economy is slowing just as energy-driven inflation accelerates. With US payrolls, Eurozone CPI, and the April 6th deadline all landing next week, the calendar could not be more loaded.

The Middle East conflict escalates into new and more dangerous territory. Iran fires missiles at Turkey, the UAE faces drone strikes of increasing intensity, and early Saturday morning US jets hit Kharg Island, Iran's main oil export hub. Oil refuses to come down. Central banks around the world are being forced to tear up their rate-cutting calendars. This week on Economic Insights, AI host Alex and the show’s producer Selim break down the energy shock reshaping global monetary policy, the markets caught in the crossfire, and whatan extraordinary Central Bank Week means for a world that's starting to look uncomfortably like the 1970s.

This week's show talks about oil, war, inflation and grow prospects for global economy. Payrolls data takes a backseat for once.

AI host Alex discusses how he is replacing humans with show producer Selim. Also on the show — the Citrini blog sparks an AI panic trade, credit markets flash warning signs with default rates fears rising, and markets whipsaw between diplomacy and escalation as Geneva talks collapse into Saturday's strikes on Iran. All happening under threat of air strikes.

AI host Alex and show's producer Selim break down a week of market volatility driven by two major shocks: the Supreme Court’s strike-down of Trump’s tariffs and his immediate 15% global "replacement" fee. With the transition from tariff certainty to "tariff fog" and a looming 15-day ultimatum for Iran, the geopolitical stakes have never been higher.

Selim and Alex unpack a rollercoaster week where markets whipsawed between weak retail data, a surprisingly strong US jobs report, and a benign CPI print that some called "Goldilocks." They cover Japan's historic election landslide and what "Sanaenomics" means for markets, the collapse of Wall Street's consensus trades amid AI disruption fears, and a bearish dollar thesis gaining traction. The episode also dives into emerging markets — from India's fiscal balancing act to Turkey's rate cut path, South Africa's commodity windfall, and Hungary's high-stakes election setup.

AI host Alex and Selim break down how historic precious metals carnage collided with Wall Street's AI spending reckoning. From software lenders watching distressed loans double overnight to the BOE's dovish four-member revolt signaling rate cuts ahead, they navigate a week where markets couldn't decide between shelter-in-place and buying-the-dip.

AI host Alex and show producer Selim discuss the extreme volatility in precious metals and crypto markets, Kevin Warsh's nomination as FED chair, warn of an impending EM sell-off. Emering markets are in focus with markets in Indonesia, Brazil and Mexico get a special mention.

Alex and Selim talk about how Greenland almost sparked a transatlantic trade war until cooler heads prevailed in Davos, while Japan's bond yields went parabolic on election-fueled fiscal populism. Meanwhile, silver hit triple digits for the first time ever - silver linings don't come cheap anymore.

AI host Alex and show producer Selim talk about the volatile week as geopolitical tensions flared from Tehran to Greenland, while the Fed Chair faced unprecedented DOJ pressure over central bank independence. Beneath softer headline CPI, US data revealed sticky inflation and resilient growth forcing traders to rethink rate cuts, while Japan's snap election prospect sent the Yen to yearly lows. From European defense commitments in the Arctic to emerging market easing cycles, they break down how political drama is reshaping the global economic landscape.

This week Ai host Alex and show producer Selim analyze the extraordinary geopolitical developments from Venezuela to the Middle East, explain why oil is heading to the low $50s despite the chaos, and explore where the real opportunities are emerging—from Turkish lira carry trades to South African bonds. Plus: why the dollar's bearish outlook might accelerate and what next week's CPI print means for the Fed.

AI host Alex talks to Selim about FED, currencies, commodities and emerging markets' outlook for 2026. 

AI host Alex talks to the show producer about FED expectations, UK budget and Emerging Markets.

AI host Alex and show producer Selim talk about the market whiplash, NFP, FED, UK budget and emerging markets. 

Ai host Alex talks to the show's producer Selim about tech valuations, risk asset wobbles and EM's shining stars. 

AI host Alex and producer Selim talk equities, BOE and emerging markets. 

AI host Alex and show producer Selim talk central banks, Argentina, gold and oil.

AI Host Alex discusses US CPI, Gold, FX market developments and Emerging Markets with the producer of the show Selim.