Podcast Episodes
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The Macro Viewpoint - US and UK rate rises, EM stresses
In this edition, we assess the implications of interest rate rises by the Federal Reserve and the Bank of England and the sharp rise in the EM financ…
3 years, 9 months ago
The Macro Viewpoint - Oil prices, ECB policy, global economic outlook
In this edition we consider what’s next for oil prices, look at how the ECB is cutting back its stimulus measures and assess the growing challenges f…
3 years, 10 months ago
The Macro Viewpoint - Energy prices, trade vulnerabilities and EM Sentiment Survey
In this edition we look at what the Russia-Ukraine conflict means for oil and gas prices, examine its impact on global trade and find out why investo…
3 years, 10 months ago
The Macro Viewpoint - Russia-Ukraine escalation, trade update, China's global integration
In this edition we assess the economic implications of the conflict between Russia and Ukraine, look at how continuing trade disruptions are squeezin…
3 years, 10 months ago
The Macro Viewpoint - The Fed effect in Asia and the UK's
In this edition we assess the prospects for rate hikes in Asia, look at what higher inflation means for UK monetary policy and assess the potential i…
3 years, 10 months ago
The Macro Viewpoint - Fed and ECB rate hikes, the digital USD
In this edition we explain why we now expect more aggressive monetary policy tightening by the Fed and ECB, and consider whether the US is getting cl…
3 years, 11 months ago
The ESG Brief - Retail supply chains, carbon pricing in China, and boardroom diversity
In this episode we explore the use of technology to improve the transparency of the retail supply chain with Amy Tyler. Jing Liu provides an update o…
3 years, 11 months ago
The Macro Viewpoint - BoE and ECB reaction, global energy risks mount, India budget latest
In this edition we consider the latest policy actions by the Bank of England and ECB amid rising inflation, look at what higher energy prices mean fo…
3 years, 11 months ago
The Macro Viewpoint - Fed ready for action, price controls revisited, the nuclear option
In the 250th edition of the podcast, we consider the outlook for US monetary policy, look at whether price controls could help douse inflation and as…
3 years, 11 months ago
The Macro Viewpoint - China's easing, trade outlook, Brexit update
In this edition we look at how China is stepping up monetary easing in an effort to support growth, consider the outlook for global trade with COVID-…
3 years, 11 months ago