All killer no filler this week speaking to Richard Windsor of Radio Free Mobile. We talk about what the emergence of #DeepSeek means for the competitive moats of the major players in #AI and get philosophical at the end podcasts.apple.com/gb/podcast/s...

Great to have #STT Chairman & CEO Ron O’Hanley on as a guest this week. We spent time on all the policy uncertainty that is sure to drive market #volatility before summing it all up with Ron’s priorities for State Street.
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Struck me that there were 3 big consensus views for markets this year: #stocks higher, #USD higher and #rates higher-for-longer. This week I looked at flow/position dynamics to see which ones have legs and which ones don’t.

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Year Ahead pieces from the sell-side abound so I thought it would be good to get thoughts from some of our traders. This week have an expansive conversation across DM and EM, covering the #Fed, #China and more.

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ICYMI, our year ahead in podcast form

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One of my favorite episodes of the year to produce and host, it’s the audio version of my team’s year ahead piece. 15 ideas and this year it’s a way more cohesive gamble best summarised as “If it ain’t broke, dont fix it”