This week host Joann Spadigam is joined by Oriane Parmentier and Ian Vanderhorn to discuss key economic indicators and political developments affecting major markets. They focus on the ECB's dovish stance, challenges in France's budget negotiations, the potential for snap elections, Fitch's rating review of France and the current state of the US labour market and inflation. They also discuss expectations for Fed and Bank of England meetings, highlighting the implications of these factors on interest rates and market reactions.

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This episode was recorded on 11 September 2025, and captions are automatically generated.

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