Shows / Macro Bytes
Episodes
- Macro Bytes
Will China hit its new growth target?
China has just announced a GDP target of “around 5%” for 2024. Paul Diggle and Luke Bartholomew speak to Robert Gilhooly, senior emerging market economist at…
- Macro Bytes
Will the last mile of inflation be the hardest?
US inflation picked up in January, and there are lingering concerns that the “last mile” of bringing inflation back to target will be the most difficult. Paul…
- Macro Bytes
What's been holding the German economy back?
The Eurozone economy is stagnating and the German economy in particular is facing significant cyclical and structural headwinds. We discuss why.
- Macro Bytes
What’s at stake in 2024’s many elections?
A majority of the global population are heading to the polls this year, bookended by Taiwan just gone and the US in November. Paul Diggle and Luke Bartholomew…
- Macro Bytes
Is India the next Asian tiger?
India was the fastest-growing major economy last year, and overhauled China as the most populous country. Paul and Luke discuss prospects for the Indian…
- Macro Bytes
Macro questions for 2024
abrdn’s economics team ask and answer the crucial economic, political and market questions investors have for 2024. These include the path of inflation, the…
- Macro Bytes
Is Japan leaving behind the lost decades?
Paul and Luke talk to Sree Kochugovindan, Senior Economist at abrdn, about the return of inflation to Japan, and the outlook for Bank of Japan monetary policy…
- Macro Bytes
How could conflict in the Middle East affect the global economy?
Paul and Luke are joined by Lizzy Galbraith, political economist, to discuss the transmission channels from the conflict between Israel and Hamas into the…
- Macro Bytes
Why are bond yields rising?
Paul and Luke talk to James McCann, Deputy Chief Economist at abrdn, about the significant rise in global bond yields. They discuss what has driven this…
- Macro Bytes
How is AI going to change the economy?
Paul Diggle and Luke Bartholomew discuss the many potential economic impacts of Artificial Intelligence, including on productivity growth, the labour market…
- Macro Bytes
Why are emerging markets cutting interest rates?
Inflation is falling in many EM economies, which is allowing some to cut interest rates well ahead of the US Fed. However, the recent move higher in oil…
- Macro Bytes
Are we in a world of permanently higher interest rates?
Luke talks to Lukasz Rachel, Assistant Professor of Economics at UCL, and Bob Gilhooly, Senior Emerging Markets Economist at abrdn, about the long term drivers…
- Macro Bytes
Is the Fed pulling off a soft landing?
Paul and Luke speak to James McCann, Deputy Chief Economist at abrdn, about the outlook for the US economy. They debate whether the run of strong activity data…
- Macro Bytes
What did the Bank of England get wrong? - with Michael Saunders
Paul and Luke speak to Michael Saunders, former external member of the Bank of England’s Monetary Policy Committee, about the UK economy and the Bank’s track…
- Macro Bytes
Is the UK “stagflation nation”?
Paul and Luke talk to Lizzy Galbraith, Political Economist at abrdn, about the outlook for the UK economy. They discuss recent trends in growth and inflation…
- Macro Bytes
Restarting the intangible economy – with Professor Jonathan Haskel
Paul talks to Professor Jonathan Haskel, an external member of the Bank of England’s Monetary Policy Committee and co-author of ‘Restarting the Future: How to…
- Macro Bytes
Chip Wars - The geopolitics of microchips - with Chris Miller
Luke and Paul talk to Chris Miller, academic, historian and author of Chip Wars: The fight for the world’s most critical technology, about the economic and…
- Macro Bytes
Is China’s recovery stalling? – with Jon Anderson
As China’s re-opening rebound fades, Paul and Luke talk to Jonathan Anderson of Emerging Advisors Group and Robert Gilhooly of abrdn about the Chinese economy…
- Macro Bytes
How will the debt ceiling be resolved?
The US is facing another debt ceiling stand-off, with very high stakes for the economy and markets. Paul and Luke talk to James McCann, Deputy Chief Economist…
- Macro Bytes
Why Asia is winning the race for global growth
Luke and Paul talk to Robert Gilhooly, Senior Emerging Markets Economist at abrdn, about the drivers of global growth out to 2050. They discuss demographics…
- Macro Bytes
How close is the US to recession?
Luke talks to Abigail Watt, economist at abrdn, about the outlook for the US economy and policy. They discuss what recent data resilience says about the…
- Macro Bytes
Will Sunak keep his economic promises?
Paul and Luke talk to Lizzy Galbraith, Political Economist at abrdn, about the UK government’s political economy strategy, whether Sunak will be able to…
- Macro Bytes
How is banking stress changing the economic outlook?
Paul and Luke discuss the macro implications of recent stresses in the banking sector. They discuss comparisons with the global financial crisis, the negative…
- Macro Bytes
What does it mean to be a finance influencer - with Eddie Donmez
Paul and Luke talk to Eddie Donmez, global markets analyst and a popular finance influencer at Finimize. Eddie tells us what it means to be a finance…
- Macro Bytes
Japan: Losing control of yield curve control?
Paul Diggle talks to Sree Kochugovindan, senior economist at abrdn, about the Bank of Japan’s “yield curve control” framework. The Bank of Japan (BoJ) has been…
- Macro Bytes
Europe rewriting its fiscal rules
Luke Bartholomew talks to Paul Diggle and Lizzy Galbraith, Political Economist at abrdn, about Europe’s changing fiscal framework. The rules that govern…
- Macro Bytes
China's reopening rebound
Paul talks to Robert Gilhooly, senior emerging markets economist at abrdn, about China’s move away from zero-Covid. They discuss the reasons for the abrupt…
- Macro Bytes
House Rules – the outlook for US politics in 2023.
Luke talks to Lizzy Galbraith, political economist at abrdn, about the outlook for US politics in 2023. They discuss the impact of the narrow Republican…
- Macro Bytes
Macro & Markets in 2023
Paul talks with various members of abrdn’s Research Institute about their forecasts for next year. They discuss the probability of recession, the outlook for…
- Macro Bytes
Prospects for global housing markets
Paul talks to Adam Slater, Lead Economist at Oxford Economics, about housing markets in the major economies. House prices, home sales and housing starts have…
- Macro Bytes
Minding the gap at COP27
Luke Bartholomew speaks to Eva Cairns, Head of Sustainability Insights & Climate Strategy at abrdn, and Jeremy Lawson, head of abrdn’s Research Institute…
- Macro Bytes
Monetary and fiscal policy in the coming recession
Paul Diggle and Luke Bartholomew discuss the optimal – and likely – monetary and fiscal policy responses to the coming recession. Is it back to negative rates…
- Macro Bytes
China’s economy after the 20th Party Congress with Neil Thomas from Eurasia.
Luke Bartholomew is joined by Bob Gilhooly, Senior Economist at abrdn, and Neil Thomas, a political risk analyst at Eurasia, to discuss the key takeaways from…
- Macro Bytes
Britain’s market meltdown, with James McBride
In this episode Luke Bartholomew is joined by Jeremy Lawson, abrdn’s Chief Economist, and James McBride from Forefront Advisers to discuss the recent economic…
- Macro Bytes
Why is the Federal Reserve raising interest rates so quickly?
In this episode, Luke Bartholomew speaks to abrdn’s Deputy Chief Economist after the developments in the US economy and markets over the summer, and look…
- Macro Bytes
Europe in crisis.
In this episode, Luke and Paul discuss the many challenges facing Europe at the moment, including: inflation, recession, energy prices, political uncertainty…
- Macro Bytes
Will China drop zero-Covid? - with Adam Wolfe
In this episode, Paul Diggle talks to abrdn’s Senior Emerging Market Economist Robert Gilhooly and Absolute Strategy Research’s EM economist Adam Wolfe about…
- Macro Bytes
The politics of monetary policy – with Helen Thompson
In the second of a two part special, Luke Bartholomew and Paul Diggle are joined by Professor Helen Thompson, Professor of Political Economy at Cambridge…
- Macro Bytes
The geopolitics of energy markets – with Helen Thompson
In the first of a two part special, Luke Bartholomew and Paul Diggle are joined by Professor Helen Thompson, Professor of Political Economy at Cambridge…
- Macro Bytes
The Next Recession
In this podcast, co-hosts Luke Bartholomew and Paul Diggle speak to abrdn’s Deputy Chief Economist about the US-led global recession we are forecasting. The…
- Macro Bytes
How will the energy transition impact Asia?
In this episode our co-host Paul Diggle chats with Jeremy Lawson and Anna Moss about the impact of the energy transition in Asia. The key takeaways are: · The…
- Macro Bytes
Macro Bytes: Cryptocurrencies
In this episode, our hosts Luke Bartholomew and Paul Diggle discuss the recent collapse of a large crypto asset project, and the knock-on effects on the wider…
- Macro Bytes
Can the UK government solve cost of living?
Focusing on the UK local elections, Paul Diggle, Luke Bartholomew & Jeremy Lawson discuss the economic challenges facing the UK government and what it all…
- Macro Bytes
Lessons from the French election
Luke Bartholomew & Paul Diggle discuss the French Election Results and the state of French politics. They touch on the lessons to be learnt around Inflation…
- Macro Bytes
Why is inflation so high?
Luke Bartholomew & Sree Kochugovindan sit down to discuss the factors at play as to why Inflation is so surprisingly high across multiple countries. They drill…
- Macro Bytes
Is the US economy heading for a recession?
With growing perception that the Fed has fallen behind the curve in terms of dealing with underlying inflation pressure, significant monetary tightening will…
- Macro Bytes
Macro Bytes: What next in Russia’s invasion of Ukraine?
With sanctions imposed by the West on Russia, we discuss what this means for central bank reserves as well as look at the economic consequences for the rest of…
- Macro Bytes
The Russia Ukraine crisis
In this episode (recorded on 22 February 2022) we discuss the rapidly changing situation between Russia and Ukraine, look at how the crisis developed, and…
- Macro Bytes
Who'd want to be a central banker?
How will central banks behave in response to Omicron, shifting labour markets and inflation? In the second of a two-part series looking at Omicron, we are…
- Macro Bytes
Omicron - the economic impacts on China, supply chains and inflation.
How is Omicron impacting China’s globally important economy? What impact will China’s strategy to confront Covid have on global supply chains? And what do…
- Macro Bytes
Beyond Leave policies: Incentives for women in the workforce
In this podcast episode we discuss the latest installment in our award-winning series, “A Woman’s Place”, identifying three areas in which governments and…
- Macro Bytes
2022 Outlook
In this episode we're joined by James McCann, Deputy Chief Economist, to look forward to 2022 thinking about the important economic and political issues that…
- Macro Bytes
China’s shifting regulatory policy
In this episode we discuss China’s shifting regulatory sands, particularly in the real estate, technology and education sectors where sweeping changes in these…
- Macro Bytes
COP 26: Climate - Episode 4: Was COP26 a cop out?
COP26 created a lot of headlines but will it lead to meaningful policy change on the ground? The team discuss the significance of promises made and missed, and…
- Macro Bytes
COP26: Climate - Episode 3: The Just Transition with Nick Robins
| Nick Robins, Professor in Practice of Sustainable Finance at the London School of Economics, joins to discuss the Just Transition, what it is, why it matters…
- Macro Bytes
COP26: Climate. Episode 2: Transitioning an energy system (with guest Emma Pinchbeck, CEO, Energy UK)
In this episode we consider the role of government policy in the transformation, the UK’s strategy to achieve decarbonisation and how the outcomes of COP26…
- Macro Bytes
COP26: Climate. Episode 1: Courts and central banks
In this episode, Anna Moss, Climate Change Scenario Analyst at abrdn, and Luke Bartholomew, co-host and our Senior Monetary Economist, join Paul Diggle to…
- Macro Bytes
Long term economic scarring from COVID
In this episode, Stephanie Kelly interviews Paul Diggle and Luke Bartholomew on their research into the long-term effects of COVID-19 on the economy.
- Macro Bytes
Lessons from UK economic history – with Duncan Weldon
Duncan Weldon, UK Economics Correspondent for the The Economist, joins us to discuss his new book looking at the political economy of Britain from the…
- Macro Bytes
Has the economic recovery peaked?
In this episode of the Macro Bytes podcast we take a look at the initial rebound in global economic growth and consider the factors that could slow down the…