Need to Know - 18 December, Rate expectations

Need to Know - 18 December, Rate expectations

Author: Coutts December 18, 2024 Duration: 36:19

Sarah Muir and David Broomfield reflect on some of the key themes of this year, from US exceptionalism and elections to sticky inflation. Plus how well is the Trump trade playing out?

This week's quick fire numbers round features 1,618,840,606 and 37%.


The financial landscape shifts constantly, and Need to Know Investment Podcast from Coutts cuts through the noise with clarity. This isn't about speculative predictions or generic advice. Instead, it offers a grounded, weekly conversation directly with the senior strategists and portfolio managers from Coutts Asset Management who are actively navigating these markets. You'll hear their unfiltered analysis on the economic data, geopolitical events, and market movements that actually matter right now. The discussion focuses on translating complex developments into practical implications for the week ahead, providing context that helps you understand the 'why' behind the headlines. It’s a direct line to the thinking of seasoned investment professionals, designed to give you a more informed perspective whether you're managing significant assets or simply aiming to be a smarter investor. Tune in each week for this concise, authoritative take that prioritizes substance and insight, making this podcast a valuable tool for anyone looking to deepen their financial understanding in a world full of information overload.
Author: Language: English Episodes: 98

Need to Know Investment Podcast
Podcast Episodes
Need to Know - 23 December, The Big Picture [not-audio_url] [/not-audio_url]

Duration: 38:47
Sarah Muir and David Broomfield are joined by Amelie Sarrado from Christie's for a look at the state of the art market. What drives investment in art and how does it fare during times of economic uncertainty? Plus, what…
Need to Know - 05 December, Bernier, bananas and Black Friday [not-audio_url] [/not-audio_url]

Duration: 35:35
Sarah Muir and David Broomfield consider the impact on bond markets of the impasse in the French parliament. Plus, what do bananas and bitcoin have in common? And as Christmas approaches, do Santa rallies really exist? L…
Need to Know - 30 November, Inflation redux [not-audio_url] [/not-audio_url]

Duration: 37:27
Sarah Muir and David Broomfield look at what lies behind the recent uptick in inflation. How much is down to tariff concerns and when do we think central banks can claim mission accomplished? To see how markets are prici…
Need to Know - 21 November, Mansion House Mega Funds [not-audio_url] [/not-audio_url]

Duration: 35:24
Sarah Muir and David Broomfield are joined by Chris Tilley from Coutts Private Markets Team for analysis of Rachel Reeves' maiden Mansion House Speech. Are pension mega funds the key to unleashing growth in the UK and wh…
Need to Know - 15 November, Champing at the Bitcoin [not-audio_url] [/not-audio_url]

Duration: 37:04
As Bitcoin hits new highs, Sarah Muir and David Broomfield turn their attention to cryptocurrencies. Does crypto really stack up as an alternative to fiat currencies or more traditional asset classes? Plus, the future fo…
Need to Know - 07 November, Poll Position: US Election Special [not-audio_url] [/not-audio_url]

Duration: 29:00
Sarah Muir and David Broomfield discuss this week's US election result. What the exit polls tell us about what really matters for voters and why there's a disconnect between voter and central banker perceptions of inflat…
Need too Know - 02 November, Budget Special [not-audio_url] [/not-audio_url]

Duration: 16:28
Sarah Muir and Irene Wolstenholme, Head of Wealth Structuring at Coutts, reflect on the autumn budget including changes to National Insurance Contributions, Inheritance Tax, Capital Gains Tax and Stamp Duty Land Tax. Plu…
Need to Know - 26 October, Debt dilemmas [not-audio_url] [/not-audio_url]

Duration: 32:16
Sarah Muir and David Broomfield look at global debt levels. What level is sustainable and how do high levels of public debt affect bond and equity markets? Plus this week's quick-fire numbers are 5:2 and one billion.
Need to Know - 03 October, The Middle East and Markets [not-audio_url] [/not-audio_url]

Duration: 38:16
As the conflict in the Middle East escalates, Sarah Muir and David Broomfield consider the economic impact of geopolitics on the immediate region as well as global markets. Plus, will China's super stimulus package be su…