Economic Insights

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.