Fulcrum Insights: Video Series
Latest insights
This page showcases the latest video insights from the Fulcrum team, featuring fireside chat–style discussions on markets and macro themes.
Please note that content is time-sensitive and videos may be decommissioned after 2–4 weeks.
Published: 16 October 2026
US inflation data challenges the Fed leadership
Gavyn Davies, Founder and Executive Chairman, and Dan Wales, Senior Economist, discuss the reaction to September’s US inflation data, the divergence between bond-market pricing and Fed guidance, and the outlook for inflation and interest rates.
Published: 12 October 2026
On the Horizon – October 2026
Fawaz Chaudhry, Partner and Head of Equities, discusses the higher-rate environment, energy-market constraints, accelerating AI adoption and the different risks and opportunities emerging across sectors.
Published: 9 October 2026
The French budgetary crisis
Gavyn Davies, Founder and Executive Chairman, and Dan Wales, Senior Economist, discuss France’s fiscal outlook, the challenges involved in reducing its budget deficit, potential implications for European markets and the role of the ECB.
Published: 2 October 2026
Understanding the riddles of the bond market
Gavyn Davies, Founder and Executive Chairman, and Andrew Bevan, Partner and Economic Advisor, examine the rise in global government bond yields and the competing explanations behind the move, including fiscal concerns, AI-related investment and changing expectations for policy rates.
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