US Stocks Head for Best Quarter in Six Years | The Pulse 6/30/2026
US stocks are on track to end the best quarter in six years. The index has surged 14% in the last three months. Elsewhere, the yen fell to its weakest against the dollar in 40 years four decades.
ECB Chief Economist Philip Lane told us knock-on effects from higher energy prices will take a while to show up and that policymakers won’t lock themselves into a path for interest rates in the meantime.
Iran has reiterated its determination to control maritime traffic through the Strait of Hormuz, raising the stakes ahead of fresh talks in Qatar on formally ending the war with the US.
Today’s guests: Torsten Slok, Apollo Global Management Chief Economist; Jim O’Neil, UK House of Lords Member & Former Goldman Sachs Asset Management Chairman; Tobias Adrian, IMF Financial Counsellor & Director of the Monetary and Capital Markets Department; Beata Javorcik, European Bank for Reconstruction and Development Chief Economist
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"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.
Chapters:
00:00:00 – The Pulse with Francine Lacqua Live from Sintra, Portugal
00:02:00 – Central bank leaders gather for ECB’s Sintra forum
00:03:27 – Torsten Slok, Apollo Global Management Chief Economist
00:15:03 – Jim O’Neil, UK House of Lords Member & Former Goldman Sachs Asset Management Chairman
00:25:10 – Tuesday headlines
00:26:13 – ECB’s Lane on Oil market impacts on ECB decisions
00:31:45 – Tobias Adrian, IMF Financial Counsellor & Director of the Monetary and Capital Markets Department
00:38:26 – EU Trade Commissioner: Objective is to balance EU-China trade relationship
00:39:05 – Dutch central bank governor: Still a lot of uncertainty on oil prices
00:41:11 – Wunsch: Might be need for further rate hike
00:42:51 – Beata Javorcik, European Bank for Reconstruction and Development Chief Economist
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