The year we now head into is one in which recovery can take root across the world, without the heavy burden of rising inflation and with the tailwind of falling interest rates.
Charlie Parker and Eleanor Williams examine US vulnerabilities in global supply chains, in particular their dependence on Chinese rare earth and drug components. The hosts discuss the short-term risks and policy responses underway to reduce that exposure and where this may lead.
Market volatility punctuated the start of 2026 and is continuing into February across all equity markets, with even the star of 2025, precious metals, not shielded from the storm.