{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"PIWORLD Investor Podcasts","title":"The Market Call - Week Ending 11th April 2025","html":"","width":"100%","height":180,"duration":892,"description":"This week, Progressive's Jeremy McKeown and Gareth Evans talk less about tariffs and more about their impact on capital markets - bonds in particular.\nJeremy makes the point that the USA is now experiencing a Brexit AND \"Liz Truss\" moment at the same time - resulting in a falling dollar and rising rates.  Keep an eye on those two, and the gold price, and you have three metrics which give dashboard of the current situation - and level of trust in the US administration.\nWhile Trump's economic guns are all trained on China, Scott Bessent is on his way to Japan - a major owner and buyer of US treasuries....remember the carry trade unwind panic of mid-last year...?\nCloser to home, we hope that the UK is next on Bessent's list, with a trade deal in the offing.  Small-cap news was from Nexus Infrastructure, Beeks and SDI Group.\nBig data next week includes China GDP (required to be c.5%), UK inflation for March, US retail sales and hopefully a rate-cut from the European Central Bank.","thumbnail_url":"https://img.transistorcdn.com/oB5fNE4aIAia_YyTCKvE1PzrZQaD1Fjo_P7m7T9Aw_Y/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9kOTJi/ODBiMzBmOGFhZWJi/MWEzYThkMzAyNmZm/MTdjZi5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}