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The Macro Viewpoint - A focus on food inflation, security and EM-DM policy responses
The Macro Viewpoint - A focus on food inflation, security and EM-DM policy responses

Paul Bloxham looks at surging commodity prices and food security risks. Ali Cakiroglu explains why food matters in EM inflation baskets, while Liz Ma…

3 years, 7 months ago

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The Macro Viewpoint - FX update, global data, UK & Brexit
The Macro Viewpoint - FX update, global data, UK & Brexit

In this edition we look at what hawkish global monetary policy means for currencies, assess the mounting issues facing the global economy and find ou…

3 years, 8 months ago

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The Macro Viewpoint - ECB and Fed policy, EUR under pressure, gas market update
The Macro Viewpoint - ECB and Fed policy, EUR under pressure, gas market update

In this edition we consider the outlook for monetary policy on both sides of the Atlantic, find out why the euro could face a tough period ahead and …

3 years, 8 months ago

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The Macro Viewpoint - The RMB's rapid slide, money illusions and more supply chain disruptions
The Macro Viewpoint - The RMB's rapid slide, money illusions and more supply chain disruptions

In this edition, Paul Mackel tracks the depreciation of the RMB, Stephen King identifies why policymakers may be behind the curve on inflation, and S…

3 years, 8 months ago

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The Macro Viewpoint - The future of globalisation, China's supply chains, booming metals
The Macro Viewpoint - The future of globalisation, China's supply chains, booming metals

In this edition we look at what ongoing changes to supply chains mean for globalisation, assess the disruption caused to China’s economy from the Sha…

3 years, 8 months ago

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The Macro Viewpoint - EM, China and oil
The Macro Viewpoint - EM, China and oil

In this edition we assess the challenging outlook for emerging markets, look at what rising COVID-19 cases mean for China’s economy and find out why …

3 years, 9 months ago

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The Macro Viewpoint - European economics, USD, PMI update
The Macro Viewpoint - European economics, USD, PMI update

In this edition we assess the impact of the latest supply shock on Europe, consider what higher US interest rates mean for the dollar and find out wh…

3 years, 9 months ago

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The Macro Viewpoint - China's 'little giants', remote working and cities, UK consumers
The Macro Viewpoint - China's 'little giants', remote working and cities, UK consumers

In this edition we look at why China is boosting support for smaller tech companies, consider what the next phase of the pandemic means for cities an…

3 years, 9 months ago

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Enabling the transition to Net Zero – why is it important and what do we need to do?
Enabling the transition to Net Zero – why is it important and what do we need to do?

This podcast is part of the Future Focus - the UK at Expo podcast series created in collaboration with the UK Pavilion at Dubai Expo 2020

In this podc…

3 years, 9 months ago

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The Macro Viewpoint - New outlooks on the global economy, Asia and trade
The Macro Viewpoint - New outlooks on the global economy, Asia and trade

In this edition we assess the growing challenges facing the world economy and global trade and consider Asia’s prospects. Disclaimer. To stay connect…

3 years, 9 months ago

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