Board Agenda: The Macro Memo

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Board Agenda: The Macro Memo

"The Macro Memo is Board Agenda’s essential briefing for UK corporate leaders, offering timely insights into the geopolitical and macro-economic forces shaping today’s business environment. In each episode, we explore the impact of global trends, from economic policies to political shifts, and how they translate into risks and opportunities for businesses. Our expert guests break down complex events into actionable insights, helping leaders navigate uncertainty and make informed decisions in a rapidly evolving landscape. Stay ahead of the curve with The Macro Memo—your guide to understanding the global factors that drive local business strategy. 

Episodes

  1. 12/09/2024 · VIDEO

    The impact of US election results on European business

    In a discussion hosted by Gavin Hinks, Mark Kennedy and George Lagarias explore the impact of the US election results, the rise of populism in Europe and the intricate relationship between macroeconomics, geopolitics, and business.

    39 min

  2. 10/24/2024

    Europe must invest to stave off economic ‘decline’ & the impact of the UK's Labour budget on business

    The EU faces little choice but to act on recommendations from a high level report that it needs to invest €750m to €800m a year to head off economic “decline” in the trading bloc, according to a leading economist.George Lagarias, the chief economist at professional services firm Forvis Mazars, says there will be difficulties negotiating the investment funds as a “common” pot of borrowing, particularly against claims that it could threaten the national sovereignty of EU member states. But, Lag...

    45 min
  3. The Macro Memo - Global Trends Briefing for Boards & Directors: How will the result of the US election outcome affect geo politics? Is the Fed on the brink of a rate cut and can Keir Starmer really sooth trade relations with the EU?

    09/11/2024

    The Macro Memo - Global Trends Briefing for Boards & Directors: How will the result of the US election outcome affect geo politics? Is the Fed on the brink of a rate cut and can Keir Starmer really sooth trade relations with the EU?

    How will the result of the US election outcome affect geo politics? Is the Fed on the brink of its first rate cut? How has it got there? What implications does it have for the US economy? What are the implications for the global economy? What will the impact be on trade? Is Keir Starmer building bridges to the EU and can he really soothe trade relations? Is it just confidence building or are there hard agreement to be reached? All this and more in this episode of Board Agenda's podcast ...

    35 min

  4. 07/02/2024

    The Macro Memo - Global Trends Briefing for Boards & Directors: impact of elections on business and economics, focusing on the European elections, the French election, and the upcoming UK general election.

    This episode of the Macro Memo podcast explores the impact of elections on business and economics, focusing on the European elections, the French election, and the upcoming UK general election. Business leaders expect a “volatile” time as they manage the fall out from high inflation during a time of political uncertainty as elections play out in the UK, the US and in Europe. The warning came from Mark Kennedy, a partner at Forvis Mazars, on Board Agenda’s Macro Memo podcast.He was r...

    45 min

  5. 05/02/2024

    The Macro Memo - Global Trends Briefing for Boards & Directors: Why is regulatory oversight from climate to cyber on the rise, and what's the impact on global business?

    A great wave of regulation is washing across business: capital rules for banks, cyber security and sustainability reporting mean corporate leaders appear to be in a new age of oversight. What’s driving this rule-making overdrive and how should business respond?Mark Kennedy and George Lagarias of Mazars, and Gavin Hinks of Board Agenda—also ask why London is struggling as a centre for IPOs and, with the Paris Olympics just around the corner, we ask whether showpiece events can really boost fin...

    42 min

  6. 03/05/2024

    The Macro Memo - Global Trends Briefing for Boards & Directors: Why is Europe's economy in the slow lane?

    The global economic landscape appears to be going through a form of fragmentation. There are growing tensions between the US and China over “dumping” of industrial products; the German economy is in “troubled waters”; France has revised down its growth; and the UK has sunk into recession (though could emerge quickly). Yet the largest developing world economies continue to do grow at a clip. What’s driving the differential performance? And how should business respond?These are among the big qu...

    38 min
  7. The Macro Memo - Global Trends Briefing for Boards & Directors - Looking ahead to 2024 - prospects for inflation & interest rates; risk of trade wars & the global shortage of labour skills.

    01/16/2024

    The Macro Memo - Global Trends Briefing for Boards & Directors - Looking ahead to 2024 - prospects for inflation & interest rates; risk of trade wars & the global shortage of labour skills.

    The Macro Memo podcast looks ahead at prospects for 2024. Some observers think the inflation crisis is close to resolution. But is it? And what are the implications for business and, most importantly, interest rates. Those are some of the big questions tackled by The team—Mark Kennedy and George Lagarias of Mazars, and Gavin Hinks of Board Agenda, who also look at the risk of trade wars and whether the EU’s concern with Chinese electric cars reflects bigger issues.Lastly, this episode l...

    42 min
  8. The Macro Memo - global trends briefing for boards & directors: COP28 / where next for sustainability? US, Europe & business in China; interest rate predictions for US, UK & Europe

    12/05/2023

    The Macro Memo - global trends briefing for boards & directors: COP28 / where next for sustainability? US, Europe & business in China; interest rate predictions for US, UK & Europe

    COP 28 is underway in Dubai but what responsibility do business leaders have for beating climate change? How will trade benefit from from US and European efforts to improve relations with China? And can companies in the EU, and elsewhere, expect an interest rate cut for Christmas? Mark Kennedy, partner and member of Mazar’s group executive board, alongside George Lagarias, Mazars’ chief economist, offer their thoughts on global trends to Board Agenda’s Gavin Hinks in this edition of Macr...

    36 min
  9. The Macro Memo - global trends briefing for boards & directors: predictions for the autumn statement; the impact of conflict & geopolitical uncertainty on global trade; can firms play a role in making sure artificial intelligence is safe?

    11/16/2023

    The Macro Memo - global trends briefing for boards & directors: predictions for the autumn statement; the impact of conflict & geopolitical uncertainty on global trade; can firms play a role in making sure artificial intelligence is safe?

    What does Jeremy Hunt’s Autumn Statement hold for UK business and what will it do for the economy? How is global trade affected by conflict and geopolitical uncertainty? And can companies play a role in making sure artificial intelligence is safe, or is the world heading for a Terminator-style melt down? Mark Kennedy, partner and member of Mazars’ group executive board, alongside George Lagarias, Mazars’ chief economist, offer their analysis of global trends to Board Agenda’s Gavin...

    43 min
  • 9 Episodes

About

"The Macro Memo is Board Agenda’s essential briefing for UK corporate leaders, offering timely insights into the geopolitical and macro-economic forces shaping today’s business environment. In each episode, we explore the impact of global trends, from economic policies to political shifts, and how they translate into risks and opportunities for businesses. Our expert guests break down complex events into actionable insights, helping leaders navigate uncertainty and make informed decisions in a rapidly evolving landscape. Stay ahead of the curve with The Macro Memo—your guide to understanding the global factors that drive local business strategy. 

Information

  • Creator
    Questor Media
  • Years Active
    2020 - 2024
  • Episodes
    9
  • Rating
    Clean
  • Copyright
    © 2024 Board Agenda: The Macro Memo
  • Show Website
    Board Agenda: The Macro Memo

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