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163 Folgen

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