10 episodes

A 20-minute show discussing the fundamentals driving the global economy in the days ahead, with financial market professionals and economists.

Morning Macro Morning Macro

    • Investing

A 20-minute show discussing the fundamentals driving the global economy in the days ahead, with financial market professionals and economists.

    31 March 2017: Italian pension system and the psycholinguistics of stress testing

    31 March 2017: Italian pension system and the psycholinguistics of stress testing

    Today, on Morning Macro we discuss the Italian pension system, yet another risk in the fragile Italian economy; and the psycholinguistics of central banks and stress tests. In part 1, Sigrún spoke to Gustavo Baratta who trades bonds at Banca IMI (Intesa Sanpaolo). Baratta pointed out the weakness of the Italian pension system, funded by … Continue reading 31 March 2017: Italian pension system and the psycholinguistics of stress testing →

    • 20 min
    28 March 2017: John Ashbourne on EM this week, and John Hogan Morris on central bank ‘performativity’

    28 March 2017: John Ashbourne on EM this week, and John Hogan Morris on central bank ‘performativity’

    On today’s Morning Macro, John Ashbourne of Capital Economics gives us a preview of three Emerging Market central bank decisions this week: the South African Reserve Bank, Mexico’s Banxico, and the Czech National Bank. All three are facing unique political circumstances which inevitably feed into the macroeconomic environment and therefore monetary policy decisions. In Part … Continue reading 28 March 2017: John Ashbourne on EM this week, and John Hogan Morris on central bank ‘performativity’ →

    • 27 min
    Weekend Edition, 24 March: Gabriel Sterne on populism, ‘Italification’, and moving out of the shadow of the 2008 crisis

    Weekend Edition, 24 March: Gabriel Sterne on populism, ‘Italification’, and moving out of the shadow of the 2008 crisis

    This weekend we bring you Sigrun’s interview with Gabriel Sterne, head of global macro research at Oxford Economics, who gives us his view on where the global economy is at, and where it might be headed next. Populism has now become a big issue in developed as well as emerging markets, of course, and Sterne … Continue reading Weekend Edition, 24 March: Gabriel Sterne on populism, ‘Italification’, and moving out of the shadow of the 2008 crisis →

    • 18 min
    21 March 2017: Fragility, populism, uni- or multilateralism and interest rates

    21 March 2017: Fragility, populism, uni- or multilateralism and interest rates

    Today, on Morning Macro we discuss globalisation, alarmingly long lasting loose monetary policy all over the world, and populism, earlier a fixture in emerging market but now prevalent in Europe and especially in the US. In part 1, Tom speaks with Societe Generale’s chief currency strategist, Kit Juckes. Kit talked about the risks to the global … Continue reading 21 March 2017: Fragility, populism, uni- or multilateralism and interest rates →

    • 25 min
    Morning Macro Weekend Edition 19 March: Ed Dolan

    Morning Macro Weekend Edition 19 March: Ed Dolan

    Today, we bring the full interivew with professor Ed Dolan, a veteran watcher of the world economy who after living abroad, in Russia and elsewhere, has now returned to his native US. Dolan gives his view on the American economy where the worry is that pro-cyclical policies could take the US back to a financial … Continue reading Morning Macro Weekend Edition 19 March: Ed Dolan →

    • 17 min
    17 March 2017: G20 currencies large and small, with Paul Bednarczyk; and Ed Dolan part 2

    17 March 2017: G20 currencies large and small, with Paul Bednarczyk; and Ed Dolan part 2

    On this Morning Macro episode: currency – both the main ones like the euro and the dollar and the more exotic ones like the Canadian dollar and the Swedish krona, also with a mention of oil prices – and how pro-cyclical fiscal policy could take the US back to a financial crisis. Sigrún talked to … Continue reading 17 March 2017: G20 currencies large and small, with Paul Bednarczyk; and Ed Dolan part 2 →

    • 21 min

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