All Episodes
AFH Monday Espresso Podcast — 146 episodes
11/05/26: Earnings season, South Korea & US job markets
05/05/26: US earnings, central bank meetings & AI expenditure
27/04/26: S&P highs, oil price surges & AI stocks
20/04/26: Hormuz uncertainty, market rebounds & stock swings
13/04/26: Ceasefire, oil prices & US inflation data
07/04/26: Middle East, US job numbers & interest rates
30/03/26: Iran conflict, upcoming IPOs & UK retail sales
23/03/26: Central banks, oil volatility & Nvidia’s growth themes
16/03/26: Oil supply disruption, US inflation & the UK economy
09/03/26: Middle East tensions, oil surge & tech rotation
02/03/26: Middle East conflict, Nvidia earnings & inflation update
23/02/26: US & Iran tensions, inflation rates and earning expectations
16/02/26: Bond markets, US payroll data & Japan's election
09/02/26: Big Tech earnings, AI momentum & macro updates
02/02/26: Big Tech earnings, Fed chair speculation & January market moves
26/01/26: Trump tariffs, UK inflation & US smaller companies
19/01/26: Market rotations, US inflation data & AI momentum
12/01/26: US jobs data, Nvidia–Mercedes partnership & AI goes physical
05/01/26: 2025 review, Venezuela intervention & energy outlook
22/12/25: UK rate cut, mixed US data & Santa rally hopes
15/12/25: Fed rate cut, AI investment scrutiny & tech earnings
08/12/25: Fed rate cut hopes, Netflix $83bn deal & US jobs update
01/12/25: UK Budget special
24/11/25: Market rotation, AI investment focus & strong Nvidia results
17/11/25: AI bubble debate, US government shutdown & strong US earnings
10/11/25: Market sell-off, UK interest rate debate & slowing China trade
03/11/25: Fed rate cut, US–China tariffs & Magnificent Seven earnings
27/10/25: Oil price rises, Japan’s growth agenda & Tesla earnings
20/10/25: Regional bank jitters, trade optimism & oil price shifts
13/10/25: Japan's new leadership boost, AI partnerships & earnings season
06/10/25: AI optimism, healthcare tariffs & US government shutdown
29/09/25: Bond yields rise, US tariffs return & payrolls ahead
22/09/25: Japan policy shift, UK food inflation & Nvidia–Intel deal
15/09/25: Earnings update, Fed pressure & UK GDP
08/09/25: Bond market moves, US jobs data & Tesla’s pay proposal
01/09/25: French uncertainty, Nvidia earnings & US inflation data
25/08/25: Jackson Hole outlook, German GDP & US consumer trends
18/08/25: Small-cap strength, inflation data & Trump–Putin talks
11/08/25: Rate cut fallout, Magnificent Seven shine & gold market shock
04/08/25: Central bank meetings, FX markets & US job numbers
28/07/25: Japan-US trade deal, earnings optimism & Fed expectations
21/07/25: Fed pressure, inflation surprises & EU tariffs
14/07/25: Fresh Trump tariffs, Fed caution & UK growth data
07/07/25: Vietnam trade deal, inflation fears & UK bond market
30/06/25: Easing tensions, trade deal progress & inflation data
23/06/25: Central bank caution, Middle East concerns & dollar resilience
16/06/25: Middle East tensions, US inflation & AI momentum
09/06/25: Musk–Trump clash, tariff talk & rate cut caution
02/06/25: Market rebound, trade updates & Nvidia’s AI push
26/05/25: EU tariffs, Trump’s tax plan & bond volatility
19/05/25: Trade talks progress, defence deals & United Health tumbles
12/05/25: US and China agreement, recession fears & resilient earnings
05/05/25: Big tech earnings, resilient jobs data & tariff strategies
28/04/25: Tariff optimism, trade talks & big tech earnings
21/04/25: Japan, Semiconductors & Chinese supercomputers
14/04/25: The basis trade, tariff rollback & inflation data
07/04/25: Tariff impact, market reactions & global response
31/03/25: Growth outlook, bond markets & tariff updates
24/03/25: Central bank moves, tariff uncertainty & market expectations
17/03/25: US market sell-off, tariff concerns & inflation trends
10/03/25: AI market shifts, Trump's tariffs & Europe’s resilience
03/03/25: Nvidia, Fed signals & China’s economic shifts
24/02/25: China tech rally, UK inflation & Alibaba’s resurgence
17/02/25: Tariff uncertainty, UK growth & Russia-Ukraine talks
10/02/25: Trump’s tariffs, China’s response & UK rate cuts
03/02/25: DeepSeek's impact, Jevons Paradox & central bank moves
27/01/25: Trump’s executive orders, Japan rate hike & UK trade policy
20/01/25: UK inflation relief, China's stimulus & Trump’s inauguration
13/01/25: Rising bond yields, inflation trends & US economic resilience
06/01/24: Trump's return, China's outlook & review of 2024
23/12/24: US Fed signals, UK inflation & global market trends
16/12/24: China stimulus, NATO spending & Eurozone forecasts
09/12/24: US employment data, political uncertainty & Asia
02/12/24: US tariffs, Eurozone inflation & consumer spending
25/11/24: NVIDIA's earnings, inflation trends & interest rate outlook
18/11/24: US inflation, Trump staff nominations & UK GDP slowdown
11/11/24: US election, interest rate cuts & China’s growth challenges
04/11/24: UK budget, US election and China committee meetings
28/10/24: US political shifts, UK debt concerns & infrastructure outlook
21/10/24: Falling inflation, central bank moves & China's economic outlook
14/10/24: China's outlook, UK GDP growth and inflation trends
07/10/24: Middle East conflict, Eurozone inflation & employment rates
30/09/24: China's stimulus package, European outlook & US inflation
23/09/24: Rate cuts, inflation & market reactions
16/09/24: Market volatility, global rate cuts & Japan's economic outlook
09/09/24: Market cyclicality, US job data & Europe's outlook
02/09/24: Nvidia's earnings, market volatility & inflation data
26/08/24: US economic signals, Jackson Hole Symposium & rate cut speculation
19/08/24: Market resilience, moderating inflation & profit margins
12/08/24: Japan's market turbulence, US economic data & upcoming data points
05/08/24: UK interest rate cut, US volatility & Japan's yen rally
29/07/24: US election, company earnings & consumer spending
22/07/24: Technology outages, retail data & the Taylor Swift effect
15/07/24: UK growth, French elections & US inflation
08/07/24: Mid-year review, UK election & US update
01/07/24: Promising inflation trends, US outlook & GDP data
24/06/24: Easing inflation, rate cuts begin & tech sector strength
17/06/24: US inflation, rate cut expectations & outlook for Japan
10/06/24: ECB's interest rate cut, NVIDIA's rise and the week ahead
03/06/24: Stabilising inflation, moderating growth & potential rate cuts
27/05/24: Election surprises, easing inflation & NVIDIA's AI surge
20/05/24: Inflation eases, rate cuts loom & China stimulus
13/05/24: UK growth, interest rate speculation & Asia's outlook
06/05/24: Earnings reports, inflation trends & economic optimism
29/04/24: Tech giants report earnings, US inflation & GDP data
22/04/24: Inflation divergence, geopolitical tensions & reporting season
15/04/24: US inflation, rate cut expectations & Middle East tensions
08/04/24: US jobs report, economic divergence & rate cut expectations
02/04/24: M&A activity, inflation crossroads & solid economic backdrop
25/03/24: Japan's rate hike, central bank moves & inflation trends
18/03/24: US inflation data, Bank of Japan & green shoots in China
11/03/24: US inflation, Trump Tariffs & Middle East tensions
04/03/24: Tech and growth confidence, earnings strength & UK budget
26/02/24: Central bank insights, housing trends and earnings finale
19/02/24: Inflation insights, UK economic data, and earnings surprises
12/02/24: Market milestones, earnings insights & interest rate speculation
05/02/24: Interest rate concerns, earnings season & declining oil price
29/01/24: China's stimulus package, US growth & inflation data
22/01/24: AI optimism, China's GDP data & lingering inflation
15/01/24: Taiwan election results, Red Sea rebels & earnings reports
08/01/24: Taiwan elections and the week ahead
02/01/24: Review of 2023 and outlook for 2024
18/12/23: Inflation figures, interest rate cuts & smaller company performance
11/12/23: Interest rate expectations, oil prices & US jobs report
04/12/23: Global inflation figures, the Fed monetary policy & oil prices
27/11/23: UK PMI, Autumn Statement & end of US company earnings
20/11/23: UK market confidence, Chinese stimulation & Black Friday
13/11/23: Improving sentiment, mixed messages & falling oil price
06/11/23: Central banks in focus, the bond market & solid earnings
30/10/23: Interest rate outlook, China stimulus & Q3 earnings
23/10/23: Mixed messages, US bond market & China's economic data
16/10/23: Geopolitical outlook, US inflation & Q3 earnings update
09/10/23: US jobs growth, bond sell-off & Q3 earnings expectations
02/10/23: Higher for longer rhetoric, rising oil price & US shutdown
25/09/23: Central bank pauses, economic growth & rising oil prices
18/09/23: Weakness in sterling, rising oil price & interest rates
11/09/23: Factory orders, recessionary forecasts & the oil price
04/09/23: Money supply falls, US jobs market & the Goldilocks scenario
29/08/23: Jackson Hole Symposium, Nvidia & UK PMI data
21/08/23: UK wage growth, inflation & Evergrande
14/08/23: US soft landing, company earnings & deflation in China
07/08/23: US debt downgrade, US jobs report & inflation
31/07/23: The Bank of England, Q2 earnings & China's economic support
24/07/23: Strong equity markets, falling inflation & weak Chinese markets
17/07/23: Inflation figures, weakness in USD & Q2 earnings
10/07/23: Inflation figures, mortgage costs & company earnings