Macro Bytes

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Episodis

164 episodis

1. Vive la Différence: how do the UK and French bond market challenges compare? fa 6 hores 36:41
2. Can the next Brazilian president satisfy investors? fa 2 setmanes 25:05
3. What will divided US government mean for policymaking, the economy, and markets? fa 1 mes 31:55
4. How far will central bank interest rate hikes go? fa 1 mes 40:25
5. The AI data centre backlash: can the boom survive contact with local politics? fa 2 mesos 49:28
6. When do higher bond yields become a problem for the economy and stocks? fa 2 mesos 37:32
7. What would an Andy Burnham premiership mean for the UK economy and markets? fa 4 mesos 29:36
8. Are recessions predictable? – with Tyler Goodspeed fa 5 mesos 44:20
9. Where do interest rates go if growth weakens but inflation increases? fa 5 mesos 31:40
10. Space, the final frontier for the economy? - with Hannah Lee, JP Morgan fa 6 mesos 36:42
11. If UK PM Starmer goes, what changes, what doesn’t, and what markets will price? fa 6 mesos 42:07
12. Who is winning the US-China AI race? fa 7 mesos 21:04
13. How are investors responding to the Iran conflict? – with Victoria Scholar from interactive investor fa 7 mesos 22:42
14. Conflict in Iran: how long will it last, and what will be the economic impact? fa 8 mesos 34:47
15. Can Europe innovate at war(p) speed? - with the NATO Innovation Fund fa 8 mesos 35:05
16. Does politics matter for markets? - with Jens Larsen of Eurasia Group fa 9 mesos 42:08
17. Will the trade war become a capital war? fa 9 mesos 32:15
18. What will the ‘Donroe Doctrine’ mean for global macro and markets? fa 10 mesos 35:11
19. What does 2026 hold for macro and markets? fa 1 any 27:28
20. UK Budget: Macro Bytes immediate reaction episode fa 1 any 21:06
21. How can investors navigate a fracturing economic order? - with Neil Shearing fa 1 any 32:43
22. How are the US and China weaponising the global economy? - with Edward Fishman fa 1 any 51:05
23. Can France find a way out of its political and fiscal problems? fa 1 any 38:08
24. Can AI simulate the Fed? - with Tara Sinclair fa 1 any 35:46
25. How will Rachel Reeves plug the UK's fiscal blackhole? fa 1 any 27:12
26. Should the market fear fiscal dominance? fa 1 any 40:04
27. How could stablecoins reshape the global financial system? fa 1 any 35:44
28. Is the Fed about to be 'Trumpified'? fa 1 any 26:53
29. How much infrastructure does the world need? fa 1 any 19:12
30. Is the Big Beautiful Bill a step too far for bond markets? fa 1 any 23:55
31. Has Javier Milei’s shock therapy worked for Argentina? fa 1 any 22:06
32. So was the trade war all just a fever dream? fa 1 any 32:04
33. The end of US exceptionalism? fa 2 anys 30:43
34. How high could tariffs go? fa 2 anys 28:14
35. UK fiscal policy back to black, for now fa 2 anys 17:09
36. Is the US economy heading for a Trumpcession? fa 2 anys 32:24
37. Can Friedrich Merz solve Germany’s problems? fa 2 anys 25:41
38. Five years on, is Brexit finally paying off? fa 2 anys 22:59
39. Tariff man strikes back, or the phantom trade war? fa 2 anys 35:04
40. Could Trump devalue the dollar with a “Mar-a-Lago Accord”? fa 2 anys 28:11
41. DOGE: more bark than bite? fa 2 anys 27:45
42. What does 2025 hold for macro and markets? fa 2 anys 24:13
43. Will the bond vigilantes return? fa 2 anys 30:41
44. What does Trump mean for the economy? fa 2 anys 23:02
45. A budget for growth, or for higher gilt yields? fa 2 anys 23:27
46. Has China fired its stimulus bazooka? fa 2 anys 22:51
47. Retail investors are upbeat despite the risks - with Carl Hazeley fa 2 anys 25:23
48. How to fund our future infrastructure needs - with Bridget Rosewell fa 2 anys 31:12
49. How painful will the UK Budget be? fa 2 anys 25:37
50. Is the Fed behind the curve? Is the Bank of Japan dangerously ahead of the curve? fa 2 anys 33:11