Wake Up to Money

Getting on track?

Jan 14, 2026
Catherine Jacob, Chief Executive of Pearl andeen Cinemas, discusses the resilience of the cinema sector and the impact of recent M&A activity on film releases. Laura Lambie, Senior Investment Director at Rathbones, dives into the implications of US inflation on global markets and highlights the struggles faced by the hospitality sector due to business rates. Peter Rupert, Professor of Economics, explains the importance of monthly inflation data, while exploring the potential repercussions of the Fed's decisions on the broader economy.
Ask episode
AI Snips
Chapters
Books
Transcript
Episode notes
INSIGHT

Monthly Inflation Signals Matter More

  • Monthly US inflation jumps mattered more than year-on-year figures for immediate policy decisions.
  • Peter Rupert warned recent monthly spikes and food price rises will shape Fed thinking more than annual comparisons.
INSIGHT

US Rates Drive Global Currency Moves

  • Higher US rates for longer strengthen the dollar and reshape global capital flows.
  • Laura Lambie said this makes dollar assets more attractive and moves currencies and gold accordingly.
INSIGHT

Scottish Budget Is Incremental Not Transformative

  • Scotland's budget included small tax tweaks and limited reliefs rather than big giveaways.
  • Douglas Fraser noted measures were marginal and many tough decisions were postponed to a successor.
Get the Snipd Podcast app to discover more snips from this episode
Get the app