The IRF podcast is delighted to be joined by Helen Thomas, founder and CEO of Blonde Money. Helen joins us to discuss Biden, Brexit and future pandemic disruption.
----more----With almost twenty years of experience, Helen cuts through the noise to reveal the political and economic events that drive financial market changes. The podcast looks ahead into 2021 and 2022 to reveal the long-term effects of COVID-19, analysing how human consumption patterns have been fundamentally altered and questioning the effects this will cause on the economy’s future functionality. Helen determines that a post-Brexit U.K.’s success remains with our political leaders as they navigate ongoing COVID-19 vaccine rollout and completing EU regulatory policy. Those in power are responsible for developing on the inbuilt advantages the country has to ensure long-term success. Biden’s first two years in office were met with apprehension within the podcast as Helen reveals the Senate’s 50/50 split may only encourage further party divides. This constraint is predicted to delay policy-making, heightening tensions and promoting a ‘veto’ power voting system as Senators push for individual agendas.
“Is An Inflation Regime Change Underway?”, Manoj Pradhan, Talking Heads Macro
"The US Economic, Political and Investment Outlook", David Metzner & Chris Czerwinski, ACG Analytics
"The Politics of Macroeconomic Stabilisation in Argentina; Can President Milei Succeed?", Nicholas Watson, Teneo
"Global Investing at a Time of War", David Murrin, Global Forecaster
“Global Financial Markets: Recent Trends and Future Prospects”, Ron William, RW Advisory
“Sustainable Investment Opportunities and Risks in 2024”, Lenka Martinek, Sustainable Market Strategies
“The Outlook for the US Economy and Financial Markets in 2024”, Brian Pellegrini, Intertemporal Economics
“The Outlook For World Commodity Prices”, Jeffrey Christian, CPM Group
“Latin American Politics: Navigating The Rapids”, Marcos Buscaglia, Alberdi Partners
“Japan: Back in the Big Time?”, Ryoji Musha, Musha Research
“The Global Financial Markets in 2023 and Beyond”, Ron William, RW Advisory
“ESG Investing: Pitfalls and Potential Opportunities”, Lenka Martinek, Sustainable Market Strategies
“A Diabolical Mechanism”, Mark Latham, Commodity Intelligence
“The Outlook for the Turkish Economy and Financial Assets”, Michael Harris, Cribstone Strategic Macro
“US Economic Policy: Teetering on an Inflationary Equilibrium”, Brian Pellegrini, Intertemporal Economics
“The Outlook for the UK and US Economies and Financial Markets”, Helen Thomas, Blonde Money
“Approaching a Tipping Point for Growth and Inflation Expectations”, Patrick Perret-Green, PPG Macro
“Canada: On Course for a Soft Landing in 2023/24?”, Ben Rabidoux, North Cove Advisors
“Navigating the World with an Inverted Yield Curve”, Michael Churchill, Churchill Research
Research and Markets: “Buckle up for an Increase in Volatility”, JP Smith, IRF
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