Podcast Episodes
Back to Search
The Macro Brief – The cyber safety net
With cyber attacks becoming more frequent and sophisticated, Stephen Bersey, Head of US Technology Research, assesses the fast-growing cybersecurity …
1 year, 10 months ago
Under the Banyan Tree - A different take on commodities
With moves in commodities largely chalked up to the 'Trump trade', Fred Neumann asks Chief Economist for Global Commodities, Paul Bloxham, if there's…
1 year, 10 months ago
The Macro Brief – The dollar bubble inflates
Paul Mackel, Global Head of FX Research, explains why we think the US dollar has scope to strengthen even further and what it means for other G10 cur…
1 year, 10 months ago
Under the Banyan Tree - Asian FX and the strong USD
Fred Neumann is joined by Head of Asian FX Research Joey Chew to discuss the impact of the strong USD on Asian currencies and how trade, politics and…
1 year, 10 months ago
SustainabilityTalks: Exploring with Google Cloud, the role and challenges of Big Tech in the energy transition
In this episode of our SustainabilityTalks podcast series, the discussion revolves around growing energy consumption, the challenge of moving toward …
1 year, 10 months ago
The Macro Brief – Earnings learnings
Mark McDonald, Head of Data Science and Analytics, outlines what our AI-driven analysis of earnings call transcripts tells us about the key themes in…
1 year, 10 months ago
Under the Banyan Tree - India: What's growing, what's not?
Herald van der Linde and Fred Neumann are joined by Chief India Economist Pranjul Bhandari to discuss her latest deep dive into the state of growth a…
1 year, 10 months ago
The Macro Brief – Europe's opportunities
With Europe’s economy having lagged the US’s for decades, Simon Wells, Chief European Economist, explains why there are reasons to be more optimistic…
1 year, 11 months ago
Under the Banyan Tree - Taking the pulse of Chinese stimulus
Herald van der Linde is joined by Jing Liu, Helen Huang and Michelle Kwok to gauge the progress of the Chinese stimulus rollout, where the money's ac…
1 year, 11 months ago
The Macro Brief – Global hot topics
Fresh from attending the IMF-World Bank annual meetings, Janet Henry, Fred Neumann, Paul Mackel and Murat Ulgen discuss the key questions facing the …
1 year, 11 months ago