Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
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 |