Macro Bytes

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Macro Bytes

Macro Bytes

  1. JAN 20

    DOGE: more bark than bite?

    Elon Musk is set to join the Trump administration as head of the Department of Government Efficiency. Paul and Luke speak to Lizzy Galbraith about the role and influence that Musk and DOGE may have over US fiscal policy, regulation, foreign policy, and the broader Trump agenda.

    28 min

  2. 12/09/2024

    What does 2025 hold for macro and markets?

    The coming year is going to see more economic and geopolitical volatility for investors to navigate. Paul asks members of the abrdn economic research team to outline the big questions they are asking as we head into 2025 – including President-elect Trump’s policy choices, the prospect of ceasefires in Ukraine and the Middle East, and whether the UK Chancellor will be back with more tax increases.

    24 min

  3. 11/28/2024

    Will the bond vigilantes return?

    We need to talk about debt. Global government debt is approaching 100% of global GDP. And the incoming Trump administration may be about to increase the large US fiscal deficit still further. Paul Diggle and Luke Bartholomew discuss whether the infamous bond vigilantes will return, pushing up government borrowing costs amid fears of debt sustainability.

    31 min

  4. 11/07/2024

    What does Trump mean for the economy?

    A Trump presidency will have important implications for tax and spending, immigration, trade policy, and regulation. Paul Diggle and Luke Bartholomew are joined by James McCann and Lizzy Galbraith to discuss the likely tax cuts and spending measures that Trump may pursue, the prospect of a global trade war, and what all this means for monetary policy and financial markets.

    23 min

  5. 11/01/2024

    A budget for growth, or for higher gilt yields?

    Labour’s first budget was a big one – new fiscal rules, large tax and spend increases, and a big rise in investment. Paul Diggle and Luke Bartholomew are joined by Lizzy Galbraith to break down the measures, and assess what they mean for the UK’s economic, political and market outlook.

    23 min

  6. 10/17/2024

    Has China fired its stimulus bazooka?

    After months of piecemeal economic policy support, Chinese stimulus has stepped up significantly and equity markets have surged higher. Paul Diggle and Luke Bartholomew speak to Robert Gilhooly about the headwinds the Chinese economy has been facing, the risks of China slipping into ‘Japanification’, and whether recent measures represent a turning point in monetary and fiscal policy support.

    23 min

  7. 10/03/2024

    Retail investors are upbeat despite the risks - with Carl Hazeley

    Markets are facing an array of potential risks - from the imminent US election, narrow leadership in equity markets, and spiking tensions in the Middle East. Paul and Luke speak to Carl Hazeley from Finimize about how retail investors are navigating the economic and market landscape, and how financial institutions can support this increasingly sophisticated group of investors.

    25 min

  8. 09/19/2024

    How to fund our future infrastructure needs - with Bridget Rosewell

    Economies are built on infrastructure. But stretched public finances mean the state is increasingly looking to the private sector to help fund infrastructure. Climate change, technological progress, and geopolitics are changing the sort of infrastructure we need. And building physical infrastructure can be fraught with hurdles from the planning process. On this episode, Paul Diggle speaks with Bridget Rosewell, board member of the UK Infrastructure Bank and former Commissioner of the National...

    31 min
See All (124)

About

Macro Bytes

Information

  • Creator
    abrdn
  • Years Active
    2021 - 2025
  • Episodes
    124
  • Rating
    Clean
  • Copyright
    © 2025 Macro Bytes
  • Show Website
    Macro Bytes

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