Ryan Wang, US Economist, and Alastair Pinder, Head EM and Global Equity Strategist, look at the impact of high bond yields and AI investment on the US economy and global stock markets.

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From renewable tech to weight-loss drugs to AI-driven savings for consumers, James Pomeroy, Global Economist, outlines the long-term trends he’s watching and their impact on how we track the economy.

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Ali Cakiroglu, Emerging Markets Strategist, examines the outlook for EM assets as investors weigh geopolitical risks, tightening monetary policy and soaring bond yields.

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Janet Henry, Global Chief Economist, looks at how resilient growth and rising inflation risks have revived prospects for policy rate increases.

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Piers welcomes Chief India Economist Pranjul Bhandari to the studio to discuss the factors shaping India's economic outlook – from its growth resilience to its quest for export competitiveness.

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James Steel, Chief Precious Metals Analyst, looks at what what’s been driving large swings in gold prices this year – and why there could be more volatility ahead.

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In our New York studio, Ryan Wang, Dhiraj Narula and Alastair Pinder join Aline van Duyn to discuss the outlook for US interest rates and their implications across bond markets, equities and the broad economy.

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Following another solid US earnings season, Shiva Joon and Duncan Toms look at what’s driving the results, how AI is influencing performance, and the main themes companies are focusing on in their updates.

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