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Market Pulse | High-signal updates for investors and operators

Daily stream of high-signal market updates and intelligence. Refreshed every day.

Market Pulse · Showing 6 of 6

Source
ChinaGeopoliticsMacro / Economics
+22 more tags
PodcastUS

What Changed After the U.S.-China Summit? | 29 May 2026 | Thoughts on the Market | Morgan Stanley

  • Speaker: Michael Zezas, Deputy Global Head of Research at Morgan Stanley. [00:00:00]
  • Release Date and Time: Thursday, May 28, 2026, at 10:30 a.m. in New York. [00:00:11]

1. Context and Historical Market Drivers

  • Geopolitical Catalyst: The macroeconomic and political relationship…
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UJ
May 29, 2026
Source
GeopoliticsMacro / EconomicsPodcast

PIMCO Perspectives: When Geopolitics Becomes an Economic Input | Accrued Interest

  • Podcast Context: This episode of PIMCO's Accrued Interest podcast is hosted by Greg Hall (Head of US Wealth Management) and features recurring guests Mark Seidner (CIO for Non-Traditional Strategies) and Premal Diwan (Leader of Emerging Market Investment Business).
  • Publication Cadence: The discussion centers on the newly released quarterly macro brief, PIMCO Perspectives, titled "When Geopolitics…
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UJ
May 17, 2026
Source
ChinaGeopoliticsMacro / Economics
+22 more tags
PodcastUS

The big problem for North American mines in the race with China: lots of money, but no people | Inside China Business

This video from the channel Inside China Business provides a detailed analysis of the shift in global trade dominance from the United States to China, specifically focusing on the critical minerals industry and the human capital crisis facing North American mining.

The Global Trade Paradigm Shift [00:00:01]

  • Historical Context (2000): Two decades ago, the…
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UJ
Apr 23, 2026
Source
EuropeFixed IncomeGeopolitics
+22 more tags
Macro / EconomicsPodcast

Markets Eye Hungary’s Political Shift | Morgan Stanley

This is a summary of the Morgan Stanley: Thoughts on the Market podcast episode titled "Markets Eye Hungary’s Political Shift," released on April 16, 2026.

  • Host/Date: Andrew Sheets, Global Head of Fixed Income Research at Morgan Stanley, recorded on Thursday, April 16th, at 2 p.m. London time [00:00:07].
  • Core Context: Hungary,…
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UJ
Apr 18, 2026
Source
Crude Oil & EnergyGeopoliticsMacro / Economics
+33 more tags
Middle EastPodcastUS

Brad Setser on the War in Iran and the Future of the US Dollar | Odd Lots

This episode of the Odd Lots podcast features Brad Setser, a senior fellow at the Council on Foreign Relations, discussing the geopolitical and financial ramifications of the conflict in the Middle East, the shifting dynamics of oil markets, and the persistent dominance of the US dollar despite "de-dollarization" narratives.

I. Historic Analogy: The 1970s vs. Now

  • Contextual Differences: The 1973…
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UJ
Apr 17, 2026
Source
EuropeGeopoliticsMacro / Economics
+11 more tag
Podcast

Hungary Ousts Orbán: What Next? | TLDR News EU

The 2026 Hungarian election marked a historic turning point as Péter Magyar and his Tisza Party secured a landslide victory, ending Viktor Orbán’s 16-year premiership. This shift represents a significant move for Hungary, transitioning from a right-wing populist government to a center-right, pro-EU administration.

2026 Election Results The election saw a record-breaking voter turnout of 79%…

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UJ
Apr 13, 2026