{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"The Art of Investing","title":"Frances Donald: The 5 Forces Reshaping Financial Markets That Investors Need to Know","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/b43d308c\"></iframe>","width":"100%","height":180,"duration":3974,"description":"This week, Rich McDonald, Mark “Spice” Holden and Chris Fellingham are joined by Frances Donald, Chief Economist at the Royal Bank of Canada and regular commentator on CNBC, Fox News and Bloomberg. Tune in to talk what really matters in markets right now, and what most investors are still missing.With geopolitics flaring, commodities surging, and uncertainty everywhere from Washington to Tokyo, the team unpack the difference between cyclical noise and structural change, and why traditional economic playbooks may no longer work. Expect deep macro insight, plenty of laughs, and a fresh way of thinking about inflation, labour markets, AI, and the future of growth.\nThis Week’s Highlights🌍 Geopolitics EverywhereTrump, Iran, Venezuela and Greenland keep markets on edge, with slow-burn risks proving harder to price than headline shocks.⛏️ Commodities Take the LeadGold, silver, copper and mining stocks power higher as inflation hedging, geopolitics and supply constraints collide.🏦 Banks & Bonds in FocusUS bank earnings beat expectations, but political pressure on credit card rates rattles lenders and investors.🪙 Crypto StabilisesBitcoin rebounds, helped by renewed institutional buying and improving sentiment after recent volatility.🇯🇵 Japan Breaks the TrendA snap election sends the yen lower and Japanese bond yields higher, the only major market seeing rising yields this week.\nSpecial Guest: Frances DonaldFrances Donald, Chief Economist at the Royal Bank of Canada, joins the team to explain why the old business cycle framework is breaking down, and what should replace it.She covers:Why mass retirements are reshaping labour marketsHow demographics are flattening economic cyclesWhy inflation risks haven’t disappeared, just gone quietThe rise of “structural” growth drivers like healthcare, AI and government spendingWhy Canada may be far better positioned in the new global order than many investors realisePlus: why economists got 2023 so wrong, and what they need to do...","thumbnail_url":"https://img.transistorcdn.com/thywArVFDknjVUW9JEkpwtTGr3zY240Mo7hbQ7_Y3qM/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS82NzU5/ZjBhMzdkMWU1MTMy/OWMxNTk1OGU4ZjU2/YWYwZC5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}