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Épisodes

164 épisodes

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