David Osman of the IRF is joined by Wolfgang Munchau, the Founder of Eurointelligence. ----more---- In this podcast, Wolfgang Munchau assesses the outlook for Russia’s attritional war on Ukraine from a European perspective and discusses how it is likely to end. Wolfgang notes that the Ukraine war, and other global developments, have had a profound …

In our latest podcast, our team discusses the potential realignment of the European right, the prospects of a centre-right, right coalition, and the obstacles it might face.By Wolfgang Munchau

In our latest podcast, our team discusses the European elections, the lack of a unifying theme and the risk of political fragmentation.By Wolfgang Munchau

In our latest episode, our team discusses Spain asserting leadership on Palestine, and on the student protests spilling over to Europe.By Wolfgang Munchau

In our latest podcast, our team discusses the extraordinary gap between the success of Spain's economy and the level of toxicity of Spanish politics.By Wolfgang Munchau

In our latest podcast, our team discusses Europe's hardening stance on China, and the history of that relationship.By Wolfgang Munchau

In 2020, Manoj Pradhan and Charles Goodhart produced a very influential book, which was entitled: “The Great Demographic Reversal – Ageing Societies, Waning Inequality and an Inflation Revival”. In their book they predicted that in the medium-term inflation would take off and that interest rates would increase in response to secular trends, such as…

In our latest podcast, our team discusses the unity, or lack of unity, of the far-right in Europe. The discussion on the migration pact shows that they divide on national lines, and are unlikely to constitute a united political force.By Wolfgang Munchau

In our latest podcast, our team discusses how the difficulty of measuring economic performance, and economic size, is affecting policy decisions, like western support for Ukraine and pension reforms.By Wolfgang Munchau

David Osman of the IRF is joined by David Metzner and Chris Czerwinski of ACG Analytics. ----more---- ACG Analytics is an independent research firm that translates public policy for investment fund managers and analysts. Their research focuses on specific policy issues and actions in the United States, the European Union, Asia and Latin America. Th…

In our latest podcast, our team discusses the shades of grey that have emerged in western countries' support for Ukraine. It's no longer a debate between victory and defeat.By Wolfgang Munchau

JP Smith of the IRF is joined by Nicholas Watson, Managing Director of Teneo Political Risk Advisory, to discuss whether the recently elected President Javier Milei will be able to succeed where his predecessors have failed, namely to implement the necessary measures which would lead to a durable stabilisation of the crisis-stricken Argentinian eco…

In our latest podcast, our team discusses Geert Wilder's decision not to become prime minister, and why the far-right Chega is so strong in Portugal.By Wolfgang Munchau

In our latest podcast, our team discusses the impact of falling productivity growth on budgets, and political cycles. The era of the political budget is over, as we can see in the UK.By Wolfgang Munchau

In our latest podcast, out team discusses the future of European security without the US, and with France and Germany on opposite sides of the debate.By Wolfgang Munchau

David Osman of the IRF is joined by David Murrin, the Founder of Global Forecaster, who is renowned for the development of unique and effective behavioural models that predict financial markets. ----more---- In this podcast, David Murrin discusses the importance of the Kondratiev (K-wave) commodity super-cycle to the outlook both for inflation and …

In our latest podcast, our team discusses the long-term impact Donald Trump on European foreign and security policy. Trump is a threat in the short run, but an opportunity in the long run.By Wolfgang Munchau

In our latest podcast, our team discusses the austerity that is now descending on the EU, the consequence of Franco-German fiscal divergence, and how aid for Ukraine fits into this.By Wolfgang Munchau

In our latest podcast, our team discusses the spread of farmers' protests in Europe, why they are happening, and the disparate ways European governments are reacting to them.By Wolfgang Munchau

David Osman of IRF is joined by Ron William, the Founder of RW Advisory. ----more---- Ron William is a market strategist with over 20 years of experience producing macro research and trading strategies for leading economic research & institutional firms. He specialises in blended, top-down, semi-discretionary analysis, driven by cycles and by his p…

In our latest podcast, the team discusses the cult of youth in French politics, and what to expect from Gabriel Attal.By Wolfgang Munchau

The IRF is joined by Lenka Martinek, Managing Partner at Sustainable Market Strategies (SMS), an ESG consultancy firm that specialises in bespoke Environmental, Social & Governance-related research and investment advice. ----more---- In this podcast Lenka Martinek reviews the performance of ESG investments in 2023 and highlights the influence of gl…

In our latest podcast our team discusses the diverging industrialisation strategies between France and Germany. France wants to re-industrialise. Germany frets about de-industrialisation.By Wolfgang Munchau

In our latest podcast, our team discusses the European impact of the German constitutional court ruling on the debt brake.By Wolfgang Munchau

David Osman of the IRF is joined by Brian Pellegrini, the Founder and Senior Analyst of Intertemporal Economics. ----more---- Brian founded Intertemporal Economics in 2018. Previously he worked with Bernard Connolly as a senior analyst at Connolly Insight, where he specialised in geopolitical event risk, monetary policy, labour markets and energy. …

In our latest podcast, our team discusses the idea of a prime minister Geert Wilders.By Wolfgang Munchau

In our latest podcast, our team discusses the political deal between Sanchez and Puigdemont, and what to expect to happen in Spain now.By Wolfgang Munchau

David Osman of the IRF is joined by Jeffrey Christian, the Founder and Managing Partner of the CPM Group. ----more---- Jeffrey has been a prominent analyst and advisor on the commodities markets since the 1970s, with work spanning precious metals, energy markets, base metals, the agricultural markets and economic analysis. In this podcast Jeff prov…

David Osman of the IRF is joined by Marcos Buscaglia, the Founder of Alberdi Partners. ----more---- In this podcast Marcos discusses the political and economic outlook for various countries in Latin America, including Argentina, Brazil, Chile and Ecuador. Marcos founded Alberdi Partners in 2016 to provide economic, political and market research ser…

In our latest podcast our team discusses the phenomenon of Sahra Wagenknecht, a politician of the left with themes of the right.By Wolfgang Munchau

In our latest podcast, our team discusses Poland after the elections - what to expect from a Tusk-led government, and where this leaves the future of Poland-EU relations.By Wolfgang Munchau

In our latest podcast our team discusses the rise in interest rates and bond yields in Italy and France, and whether we are at the cusp of another eurozone crisis.By Wolfgang Munchau

In our latest podcast, our team discusses the rise in European sovereign debt yields and spreads, and wonders whether we are headed towards another financial crisisBy Wolfgang Munchau

In our latest podcast, our team discusses whether Germany's political support for Ukraine is waning, and how extremist parties are benefiting from Ukraine-fatigue.By Wolfgang Munchau

David Osman of the IRF is joined by Ryoji Musha, the Founder of Musha Research. Ryoji Musha founded Musha Research in 2009 following a long and distinguished career working for leading global investment banks in Japan and the USA since 1973. During that period, he achieved the top-rating for Japan Equity Strategy in the Institutional Investor polls…

In our latest podcast, the team discusses the return of Marion Marechal in France, the tapestry of populist politicians in France, and why centrist campaigns against populists are backfiring in Europe and the US.By Wolfgang Munchau

In our latest podcast, our team discusses the reforms the EU needs to enact before it can admit new members. This also has important consequences for the UK, should it ever wish to rejoin.By Wolfgang Munchau

In our latest podcast we talk about Frans Timmermans' exit into Dutch politics, Margrethe Vestager's chief economist, and on the consequences of the non-renewal of the Ukraine grain deal.By Wolfgang Munchau

David Osman of IRF is joined by Ron William, the Founder of RW Advisory. Ron is a market strategist with over 20 years of experience producing macro research and trading strategies for leading economic research and institutional firms. ----more---- In this podcast Ron reviews the performance of the US dollar in the first half of this year and asses…

In our latest podcast, our team discusses the Prigozhin coup and what it means for Putin and the Ukraine war.By Wolfgang Munchau

The IRF is joined by Lenka Martinek, Managing Partner at Sustainable Market Strategies (SMS), an ESG consultancy firm that specialises in bespoke environmental, social & governance-related research and investment advice. ----more---- ESG investing has become an essential aspect of the services that many financial institutions provide for their clie…

In conversation with the IRF's JP Smith, Mark Latham Founder and CEO of Commodity Intelligence explains how his news story driven AI process helps the team to identify prevailing narratives in the market and potential inflection points. ----more---- Over the past three years this approach has led to some very timely calls, including a relatively be…

In our latest podcast, we discuss the rising strength of extreme parties and what the centre should doBy Wolfgang Munchau

In our latest Podcast, our team discusses the EU's foul compromise on migration.By Wolfgang Munchau

In our latest podcast, our team discusses why it is so hard for the rest to make itself independent of the west; and on the political backlash against Green legislation in Europe.By Wolfgang Munchau

In our latest podcast, our team discusses the two fundamentally different approaches to Green politics - the American approach based on technological innovation, and the European one based on targets and regulation.By Wolfgang Munchau

In this week's podcast, our team discusses the prospect of five more years of Erdogan in Turkey, and the reasons behind France's blockade of the EU's renewable energy directive.By Wolfgang Munchau

This latest episode of the IRF Podcast looks at the outlook for the Turkish economy and financial assets in the wake of Turkey's 2023 first-round election. ----more---- IRF Senior Advisor, JP Smith hosts Michael Harris, Founder of Cribstone Strategic Macro, who's been ranked number one strategist for Turkey thirteen times. Mike outlines the probabl…

The IRF is joined by Brian Pellegrini, the Founder of Intertemporal Economics. ----more---- In this podcast Brian Pellegrini discusses the political factors that influence the recurring problems relating to Congress passing legislation to raise the US debt ceiling. Brian reflects on the various fiscal, monetary and macro-prudential policy dilemmas …

In our latest Podcast, our team discusses the EU's adoption of secondary sanctions, and Macron's strategy of re-industrialisation.By Wolfgang Munchau