All Episodes
Economy Watch — 600 episodes · page 1 of 6
Bond investors question AI risks
US data weaker
China claims growth at target
Global unrest & incompetence
Investors brace for AI debt reckoning
Markets reverse in risk-off shift
Northern winter to challenge oil prices
NZD falls to 2009 lows
Oil prices stay elevated
Investors reassess AI prospects
Risk weighs heavier in financial markets
Bonds back from the brink
Bond investors demand & get more for rising risks
US undermines push for oil relief
New orders power global factories
Bonds press fiscal cliff warnings, but few are listening
US bond rates rise; China launches new stimulus
No appetite for a resolution
Trump's deal-making fiascos widen
Global bond selloff deepens
US bond yields hit 20 year highs
Inflation embeds
Painful tradeoffs coming
Weaker data signals but markets stay upbeat
Financial market relief
US Fed hikes, sees more tightening ahead
Markets demand rate rises to fight inflation
Higher yields are here to stay
The cost of money has just jumped
The risks of an unravelling rise
Central banks realise they have to get more serious in the inflation fight
Commodities higher, global interest rates higher, yen higher
Eyes on global inflation
Pretending inflation is under control
Resilience despite risks & threats
Investors on edge as global bonds sell off
A higher rate future has financial market attention
Key decisions await in a big week ahead
What will Warsh say? or do?
The US leaks momentum on inflation threats
Markets see US as just a paper tiger on Iran
US bully tactics widened after prior failures
Despite tough news, global PMIs mostly positive
US debt worries mount
Bessent tries to screw the scrum
US economy losing momentum
Long-term yield warning signals grow stronger
The two top dogs show signs of limping
Markets & data delivers mixed messages
US inflation little-changed, taking pressure off the Fed
Ignoring Hormuz & hoping for the best
Hormuz shut tight
Is inflation about to resume its rise?
Rates rise with oil prices
US still doesn't have a Hormuz deal
Oil prices fall on expectation a Hormuz deal is close
Despite challenges, global economy still expanding solidly
The rise and rise of long-term interest rates
The air is going out of the global economy
Hot war spread to reignite inflation risks
Learning to live with less oil
US backs away in Hormuz after achieving nothing
Transactional Trump trapped by his own missteps
Oil price surge sees financial markets stagger
The oil crisis isn't over yet
New US tariffs awaited - with yawns
Hamilton Confidential, the Worldclear podcast, Episode 4
Hamilton Confidential, the Worldclear podcast, Episode 3
Hamilton Confidential, the Worldclear podcast, Episode 2
Hamilton Confidential, the Worldclear podcast, Episode 1
War and debt stresses grow
Fires, fights & fragility undermine economic progress
US equities fall away on rising risks
Running on empty?
Trump backs down on Hormuz tolls
The oil price jumps on latest tension
'Strategy' beating 'firepower'
Renewed hot conflict queers the global economic pitch
Investors hesitate and reassess
Global economic pressures ease
OPEC wants higher production
US data weakens sharply
Markets sceptical of Warsh's rosy outlook
Hormuz will never be the same
Despite the US-Iran clash, the global economy is resilient
Oil prices hold despite rising Gulf tensions
Hormuz still fragile, but inflation returns as the next big issue
Hormuz reopening to flood world with crude oil
Commodity currencies take it on the chin
Lake Lucerne talks make edgy progress
Trump 'schooled' by Iran in diplomatic negotiation
Oil prices settle to be +12% above conflict-start levels, +25% above early 2026 levels
US Fed eyes rate hikes
Will money solve the US-Iran conflict?
Markets jump to conclusions
Israel strikes Beirut; Iran says no point in talks with the US
David Mahon: China will watch Election 2026 closely
More 'peace' claims for Hormuz, but growth sags, El Niño arrives
Financial markets pricing in quagmire risk
Global export gains impress