Macro Bytes

By Aberdeen Investments

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Episodes: 163

Description

Macro Bytes


Episode Date
Can the next Brazilian president satisfy investors?
Oct 23, 2026
What will divided US government mean for policymaking, the economy, and markets?
Oct 07, 2026
How far will central bank interest rate hikes go?
Sep 24, 2026
The AI data centre backlash: can the boom survive contact with local politics?
Sep 22, 2026
When do higher bond yields become a problem for the economy and stocks?
Sep 10, 2026
What would an Andy Burnham premiership mean for the UK economy and markets?
Jul 02, 2026
Are recessions predictable? – with Tyler Goodspeed
Jun 18, 2026
Where do interest rates go if growth weakens but inflation increases?
Jun 03, 2026
Space, the final frontier for the economy? - with Hannah Lee, JP Morgan
May 20, 2026
If UK PM Starmer goes, what changes, what doesn’t, and what markets will price?
May 06, 2026
Who is winning the US-China AI race?
Apr 22, 2026
How are investors responding to the Iran conflict? – with Victoria Scholar from interactive investor
Apr 02, 2026
Conflict in Iran: how long will it last, and what will be the economic impact?
Mar 05, 2026
Can Europe innovate at war(p) speed? - with the NATO Innovation Fund
Feb 26, 2026
Does politics matter for markets? - with Jens Larsen of Eurasia Group
Feb 12, 2026
Will the trade war become a capital war?
Jan 29, 2026
What will the ‘Donroe Doctrine’ mean for global macro and markets?
Jan 16, 2026
What does 2026 hold for macro and markets?
Dec 15, 2025
UK Budget: Macro Bytes immediate reaction episode
Nov 27, 2025
How can investors navigate a fracturing economic order? - with Neil Shearing
Nov 12, 2025
How are the US and China weaponising the global economy? - with Edward Fishman
Nov 06, 2025
Can France find a way out of its political and fiscal problems?
Oct 27, 2025
Can AI simulate the Fed? - with Tara Sinclair
Oct 09, 2025
How will Rachel Reeves plug the UK's fiscal blackhole?
Sep 25, 2025
Should the market fear fiscal dominance?
Sep 09, 2025
How could stablecoins reshape the global financial system?
Aug 21, 2025
Is the Fed about to be 'Trumpified'?
Aug 08, 2025
How much infrastructure does the world need?
Jun 25, 2025
Is the Big Beautiful Bill a step too far for bond markets?
Jun 11, 2025
Has Javier Milei’s shock therapy worked for Argentina?
May 29, 2025
So was the trade war all just a fever dream?
May 16, 2025
The end of US exceptionalism?
May 01, 2025
How high could tariffs go?
Apr 09, 2025
UK fiscal policy back to black, for now
Mar 27, 2025
Is the US economy heading for a Trumpcession?
Mar 11, 2025
Can Friedrich Merz solve Germany’s problems?
Feb 26, 2025
Five years on, is Brexit finally paying off?
Feb 13, 2025
Tariff man strikes back, or the phantom trade war?
Feb 06, 2025
Could Trump devalue the dollar with a “Mar-a-Lago Accord”?
Jan 30, 2025
DOGE: more bark than bite?
Jan 20, 2025
What does 2025 hold for macro and markets?
Dec 09, 2024
Will the bond vigilantes return?
Nov 28, 2024
What does Trump mean for the economy?
Nov 07, 2024
A budget for growth, or for higher gilt yields?
Nov 01, 2024
Has China fired its stimulus bazooka?
Oct 17, 2024
Retail investors are upbeat despite the risks - with Carl Hazeley
Oct 03, 2024
How to fund our future infrastructure needs - with Bridget Rosewell
Sep 19, 2024
How painful will the UK Budget be?
Sep 05, 2024
Is the Fed behind the curve? Is the Bank of Japan dangerously ahead of the curve?
Aug 22, 2024
How do macro themes drive equity markets?
Jul 23, 2024
Is the UK now an island of political stability?
Jul 10, 2024
Is France now a member of the Euro periphery?
Jun 27, 2024
Why are Chinese electric vehicles disrupting the global economy?
Jun 13, 2024
What would a Labour government mean for the UK economy?
May 31, 2024
America’s dollar, the world’s problem?
May 17, 2024
Is globalisation going into reverse, or just changing?
May 02, 2024
How should investors navigate economic and political uncertainty?
Apr 18, 2024
Will the Bank of Japan hike interest rates again before the Federal Reserve cuts?
Apr 09, 2024
Are we in a more volatile world for inflation?
Mar 21, 2024
Will China hit its new growth target?
Mar 07, 2024
Will the last mile of inflation be the hardest?
Feb 22, 2024
What's been holding the German economy back?
Feb 09, 2024
What’s at stake in 2024’s many elections?
Jan 26, 2024
Is India the next Asian tiger?
Jan 11, 2024
Macro questions for 2024
Dec 14, 2023
Is Japan leaving behind the lost decades?
Nov 29, 2023
How could conflict in the Middle East affect the global economy?
Nov 13, 2023
Why are bond yields rising?
Nov 02, 2023
How is AI going to change the economy?
Oct 19, 2023
Why are emerging markets cutting interest rates?
Oct 05, 2023
Are we in a world of permanently higher interest rates?
Sep 26, 2023
Is the Fed pulling off a soft landing?
Sep 06, 2023
What did the Bank of England get wrong? - with Michael Saunders
Aug 30, 2023
Is the UK “stagflation nation”?
Aug 10, 2023
Restarting the intangible economy – with Professor Jonathan Haskel
Jun 30, 2023
Chip Wars - The geopolitics of microchips - with Chris Miller
Jun 15, 2023
Is China’s recovery stalling? – with Jon Anderson
Jun 14, 2023
How will the debt ceiling be resolved?
May 26, 2023
Why Asia is winning the race for global growth
May 18, 2023
How close is the US to recession?
May 05, 2023
Will Sunak keep his economic promises?
Apr 20, 2023
How is banking stress changing the economic outlook?
Mar 29, 2023
What does it mean to be a finance influencer - with Eddie Donmez
Mar 21, 2023
Japan: Losing control of yield curve control?
Mar 01, 2023
Europe rewriting its fiscal rules
Feb 16, 2023
China's reopening rebound
Feb 03, 2023
House Rules – the outlook for US politics in 2023.
Jan 20, 2023
Macro & Markets in 2023
Dec 19, 2022
Prospects for global housing markets
Dec 09, 2022
Minding the gap at COP27
Nov 24, 2022
Monetary and fiscal policy in the coming recession
Nov 11, 2022
China’s economy after the 20th Party Congress with Neil Thomas from Eurasia.
Nov 04, 2022
Britain’s market meltdown, with James McBride
Oct 13, 2022
Why is the Federal Reserve raising interest rates so quickly?
Sep 20, 2022
Europe in crisis.
Jul 27, 2022
Will China drop zero-Covid? - with Adam Wolfe
Jul 19, 2022
The politics of monetary policy – with Helen Thompson
Jul 12, 2022
The geopolitics of energy markets – with Helen Thompson
Jul 05, 2022
The Next Recession
Jul 01, 2022
How will the energy transition impact Asia?
Jun 13, 2022
Macro Bytes: Cryptocurrencies
May 30, 2022
Can the UK government solve cost of living?
May 13, 2022
Lessons from the French election
Apr 29, 2022
Why is inflation so high?
Apr 14, 2022
Is the US economy heading for a recession?
Mar 28, 2022
Macro Bytes: What next in Russia’s invasion of Ukraine?
Mar 08, 2022
The Russia Ukraine crisis
Feb 23, 2022
Who'd want to be a central banker?
Feb 11, 2022
Omicron - the economic impacts on China, supply chains and inflation.
Jan 28, 2022
Beyond Leave policies: Incentives for women in the workforce
Jan 14, 2022
2022 Outlook
Dec 13, 2021
China’s shifting regulatory policy
Dec 03, 2021
COP 26: Climate - Episode 4: Was COP26 a cop out?
Nov 17, 2021
COP26: Climate - Episode 3: The Just Transition with Nick Robins
Nov 04, 2021
COP26: Climate. Episode 2: Transitioning an energy system (with guest Emma Pinchbeck, CEO, Energy UK)
Oct 23, 2021
COP26: Climate. Episode 1: Courts and central banks
Oct 22, 2021
Long term economic scarring from COVID
Oct 08, 2021
Lessons from UK economic history – with Duncan Weldon
Oct 01, 2021
Has the economic recovery peaked?
Sep 09, 2021
What the IPCC report on climate means for investors
Aug 27, 2021
New frontiers in central banking.
Aug 16, 2021
Will Delta derail the economic recovery?
Aug 05, 2021
The Gender Equality Index
Jul 15, 2021
Where have all the workers gone? – with Kathy Bostjancic
Jun 25, 2021
US-China inflation impacts
Jun 18, 2021
How is this recovery different?
Jun 09, 2021
Is the US economy going to overheat?
Jun 03, 2021
When the chips are down
May 26, 2021
Scottish elections under the microscope
May 20, 2021
A new Roaring Twenties? - with Dominic White
May 12, 2021
Biden's reset on US foreign policy - with Jeffrey Wright
May 05, 2021
Addressing climate change with monetary policy - with Grégory Claeys
Apr 29, 2021
The future of the European fiscal rules
Apr 21, 2021
Build back better – Biden’s infrastructure plan
Apr 07, 2021
What rising bond yields mean for markets and the economy
Mar 31, 2021
Emerging markets and the Covid crisis
Mar 25, 2021
Should central banks issue digital currencies?
Mar 17, 2021
Life after lockdown
Mar 15, 2021
Macro minutes: A Woman's Place - the 'S' in ESG
Mar 10, 2021
A Woman's Place - the 'S' in ESG
Mar 03, 2021
We're not epidemiologists but …
Feb 24, 2021
The limits of fiscal policy - how much is too much?
Feb 17, 2021
The return of European politics
Feb 10, 2021
Vaccine politics - nationalism vs diplomacy
Feb 03, 2021
Biden's first 100 days - with Clayton Allen
Jan 29, 2021
Macro minutes: the future of cities with Bridget Rosewell
Jan 28, 2021
The future of cities - with Bridget Rosewell
Jan 22, 2021
7 questions for 2021
Jan 14, 2021
Innovation: the Covid silver-lining? With Felicity Burch, CBI
Dec 16, 2020
Climate change and why it matters to investors
Dec 11, 2020
Inflation in the wake of a global pandemic
Dec 04, 2020
Populism and the pandemic – with Barry Eichengreen
Nov 27, 2020
China and the crisis that never comes – with Tom Orlik
Nov 19, 2020
Berlin, Brexit and Biden - A spotlight on Europe
Nov 13, 2020
US Election results special
Nov 04, 2020
The US Election and the outlook for markets and investors
Oct 28, 2020
Economics, people and the pandemic - is there a missing link?
Oct 22, 2020
Northern Ireland, state aid ... and fish
Oct 15, 2020
Did furlough work?
Oct 08, 2020
The state of the race (U.S. Presidential election, with Robby Mook)
Oct 02, 2020
Assessing Abenomics
Sep 23, 2020
Is a cold, COVID winter on the way?
Sep 18, 2020
The Federal Reserve’s new mandate
Sep 11, 2020