Macro Bytes
124 episodes - English - Latest episode: 9 days ago -Macro Bytes
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Episodes
Can the UK government solve cost of living?
May 13, 2022 12:00 - 28 minutes - 19.6 MBFocusing on the UK local elections, Paul Diggle, Luke Bartholomew & Jeremy Lawson discuss the economic challenges facing the UK government and what it all means for the potential future general election and for investors
Can the UK government solve cost of living?
May 13, 2022 12:00 - 28 minutes - 19.6 MBFocusing on the UK local elections, Paul Diggle, Luke Bartholomew & Jeremy Lawson discuss the economic challenges facing the UK government and what it all means for the potential future general election and for investors
Lessons from the French election
April 29, 2022 11:00 - 23 minutes - 16.1 MBLuke Bartholomew & Paul Diggle discuss the French Election Results and the state of French politics. They touch on the lessons to be learnt around Inflation and the broader political environment
Lessons from the French election
April 29, 2022 11:00 - 23 minutes - 16.1 MBLuke Bartholomew & Paul Diggle discuss the French Election Results and the state of French politics. They touch on the lessons to be learnt around Inflation and the broader political environment
Why is inflation so high?
April 14, 2022 11:00 - 24 minutes - 17.2 MBLuke Bartholomew & Sree Kochugovindan sit down to discuss the factors at play as to why Inflation is so surprisingly high across multiple countries. They drill down on key topics surrounding inflation and how this is then linked with the employment market.
Is the US economy heading for a recession?
March 28, 2022 08:00 - 19 minutes - 13.4 MBWith growing perception that the Fed has fallen behind the curve in terms of dealing with underlying inflation pressure, significant monetary tightening will need to occur. Does this mean a recession is looming? Deputy Chief Economist, James McCann and Research Economist, Abigail Watt, join Luke Bartholomew to provide their insights.
Macro Bytes: What next in Russia’s invasion of Ukraine?
March 08, 2022 11:00 - 21 minutes - 14.9 MBWith sanctions imposed by the West on Russia, we discuss what this means for central bank reserves as well as look at the economic consequences for the rest of the world
The Russia Ukraine crisis
February 23, 2022 09:00 - 23 minutes - 16.2 MBIn this episode (recorded on 22 February 2022) we discuss the rapidly changing situation between Russia and Ukraine, look at how the crisis developed, and explore the potential longer term geopolitical consequences
Who'd want to be a central banker?
February 11, 2022 14:00 - 27 minutes - 19 MBHow will central banks behave in response to Omicron, shifting labour markets and inflation? In the second of a two-part series looking at Omicron, we are joined by James McCann and Luke Bartholomew to explain
Omicron - the economic impacts on China, supply chains and inflation.
January 28, 2022 16:00 - 22 minutes - 15.6 MBHow is Omicron impacting China’s globally important economy? What impact will China’s strategy to confront Covid have on global supply chains? And what do these supply chain issues mean for inflation? In this episode, the first of a two-part series, Luke Bartholomew is joined by abrdn Research Institute colleagues Robert Gilhooly, Senior Emerging Markets Research Economist and Sree Kochugovindan, Senior Research Economist to discuss these key questions.
Beyond Leave policies: Incentives for women in the workforce
January 14, 2022 15:00 - 24 minutes - 16.8 MBIn this podcast episode we discuss the latest installment in our award-winning series, “A Woman’s Place”, identifying three areas in which governments and companies can do more to boost female participation in the workforce. Authors Stephanie Kelly and Abigail Watt discuss how tax rates can discourage women from paid work and suggest how governments can lower this barrier. The research also examines how childcare cost and availability are deterring women from paid work and how such obstac...
Beyond Leave policies: Incentives for women in the workforce
January 14, 2022 15:00 - 24 minutes - 16.8 MBIn this podcast episode we discuss the latest installment in our award-winning series, “A Woman’s Place”, identifying three areas in which governments and companies can do more to boost female participation in the workforce. Authors Stephanie Kelly and Abigail Watt discuss how tax rates can discourage women from paid work and suggest how governments can lower this barrier. The research also examines how childcare cost and availability are deterring women from paid work and how such obstac...
2022 Outlook
December 13, 2021 17:00 - 24 minutes - 16.9 MBIn this episode we're joined by James McCann, Deputy Chief Economist, to look forward to 2022 thinking about the important economic and political issues that we think will be shaping the investment landscape and market returns.
China’s shifting regulatory policy
December 03, 2021 09:00 - 26 minutes - 18.4 MBIn this episode we discuss China’s shifting regulatory sands, particularly in the real estate, technology and education sectors where sweeping changes in these areas stunned investors through 2021. The first note in our series on China regulation can be found here: https://www.abrdn.com/en/uk/institutional/insights-thinking-aloud/article-page/china-policy-xi
COP 26: Climate - Episode 4: Was COP26 a cop out?
November 17, 2021 19:00 - 37 minutes - 25.5 MBCOP26 created a lot of headlines but will it lead to meaningful policy change on the ground? The team discuss the significance of promises made and missed, and explain what it could mean for investors and our commitments going forwards.
COP26: Climate - Episode 3: The Just Transition with Nick Robins
November 04, 2021 16:00 - 24 minutes - 16.9 MB| Nick Robins, Professor in Practice of Sustainable Finance at the London School of Economics, joins to discuss the Just Transition, what it is, why it matters and what it means for financial institutions.
COP26: Climate - Episode 3: The Just Transition with Nick Robins
November 04, 2021 16:00 - 24 minutes - 16.9 MB| Nick Robins, Professor in Practice of Sustainable Finance at the London School of Economics, joins to discuss the Just Transition, what it is, why it matters and what it means for financial institutions.
COP26: Climate. Episode 2: Transitioning an energy system (with guest Emma Pinchbeck, CEO, Energy UK)
October 23, 2021 20:00 - 28 minutes - 19.4 MBIn this episode we consider the role of government policy in the transformation, the UK’s strategy to achieve decarbonisation and how the outcomes of COP26 could influence the future of energy on a global scale.
COP26: Climate. Episode 1: Courts and central banks
October 22, 2021 09:00 - 24 minutes - 16.6 MBIn this episode, Anna Moss, Climate Change Scenario Analyst at abrdn, and Luke Bartholomew, co-host and our Senior Monetary Economist, join Paul Diggle to discuss the role of the judicial system and the courts and central banks in climate policy, and the profound impact that climate litigation and central bank action has on investment markets.
COP 26: Climate. Episode 1: Courts and central banks
October 22, 2021 09:00 - 24 minutes - 16.6 MBIn this episode, Anna Moss, Climate Change Scenario Analyst at abrdn, and Luke Bartholomew, co-host and our Senior Monetary Economist, join Paul Diggle to discuss the role of the judicial system and the courts and central banks in climate policy, and the profound impact that climate litigation and central bank action has on investment markets.
Long-term economic scarring from COVID
October 08, 2021 16:00 - 37 minutes - 25.9 MBIn this episode, Stephanie Kelly interviews Paul Diggle and Luke Bartholomew on their research into the long-term effects of COVID-19 on the economy.
Long term economic scarring from COVID
October 08, 2021 16:00 - 37 minutes - 25.9 MBIn this episode, Stephanie Kelly interviews Paul Diggle and Luke Bartholomew on their research into the long-term effects of COVID-19 on the economy.
Long term economic scarring from COVID
October 08, 2021 16:00 - 37 minutes - 25.9 MBIn this episode, Stephanie Kelly interviews Paul Diggle and Luke Bartholomew on their research into the long-term effects of COVID-19 on the economy.
Lessons from UK economic history – with Duncan Weldon
October 01, 2021 08:00 - 27 minutes - 19.1 MBDuncan Weldon, UK Economics Correspondent for the The Economist, joins us to discuss his new book looking at the political economy of Britain from the industrial revolution to the pandemic. Don't forget to like and subscribe to our podcast on Apple, Spotify, Google Podcasts or wherever you listen to your favorite podcasts.
Lessons from UK economic history – with Duncan Weldon
October 01, 2021 08:00 - 27 minutes - 19.1 MBDuncan Weldon, UK Economics Correspondent for the The Economist, joins us to discuss his new book looking at the political economy of Britain from the industrial revolution to the pandemic. Don't forget to like and subscribe to our podcast on Apple, Spotify, Google Podcasts or wherever you listen to your favorite podcasts.
Has the economic recovery peaked?
September 09, 2021 15:00 - 30 minutes - 20.7 MBIn this episode of the Macro Bytes podcast we take a look at the initial rebound in global economic growth and consider the factors that could slow down the pace of recovery . Don't forget to like and subscribe to our podcast on Apple, Spotify, Google Podcasts or wherever you listen to your favorite podcasts.
Has the economy reached peak growth?
September 09, 2021 15:00 - 30 minutes - 20.7 MBIn this episode of the Macro Matters podcast we take a look at the initial rebound in global economic growth and consider the factors that could slow down the pace of recovery
What the IPCC report on climate means for investors
August 27, 2021 14:00 - 23 minutes - 16 MBIn this week's episode the team discuss the IPCC’s 6th Assessment Report on climate change which has gained considerable media coverage since its publication. They explore their initial reactions, how it impacts concepts like Net Zero 2050 and what it means for investors, policymaker,and companies. Don't forget to like and subscribe to our podcast on Apple, Spotify, Google Podcasts or wherever you listen to your favorite podcasts.
New frontiers in central banking.
August 16, 2021 11:00 - 36 minutes - 25.1 MBWelcome to another week of our Macro Bytes podcast – in which co-hosts Paul Diggle and Luke Bartholomew are joined by special guest David Beckworth, Senior Research Fellow at the Mercatus Center at George Mason University, former Treasury Department economist, academic and host of the Macro Musings podcast to explore the new frontiers of central banking. This week the team discuss three key topics: · The recent changes to the US Fed’s and other central banks’ inflation targeting fr...
Will Delta derail the economic recovery?
August 05, 2021 09:00 - 24 minutes - 17 MBWelcome to another week of our Macro Bytes podcast. Our host Paul Diggle is joined by colleagues James McCann and Edward Glossop from the abrdn Research Institute to discuss how the Delta variant is impacting the economic recovery around the world. In this episode we discuss the spread of the Delta variant through the major economies and highlight how vaccine rollouts and Covid handling will drive countries on different economic paths. The team explores how different policy responses, po...
The Gender Equality Index
July 15, 2021 10:00 - 20 minutes - 14.1 MBWelcome to another week of Macro Bytes in which our host Stephanie Kelly is joined by Abigail Watt, to discuss their latest output in the A Woman’s Place research series : an index for investors and policymakers to track progress and changes in female workforce dynamics. This new Gender Equality Index (GEI) scores and ranks 29 developed countries on gender equality, in terms of macroeconomic fundamentals, policy and empowerment – and shows where countries are doing well and where they nee...
Where have all the workers gone? – with Kathy Bostjancic
June 25, 2021 15:00 - 26 minutes - 18.2 MBIn this episode of Macro Bytes we take a look at the US labour market and its implications for the Federal Reserve. What’s been holding back labour supply and how temporary or permanent is this? What’s behind the change in the dot plot and to what extent do markets need to fret about a more hawkish Fed? Welcome to another week of Macro Bytes. In this episode our host Paul Diggle is joined by James McCann from ASI and Kathy Bostjancic from Oxford Economics. Following the COVID-19 pandemic, t...
US-China inflation impacts
June 18, 2021 03:00 - 23 minutes - 15.8 MBIn this episode of Macro Bytes we consider the potential implications of US-China tensions for global political risk and inflation risk. We discuss what has changed under President Biden, what has not, and answer the big investor question: what does this mean for inflation. Welcome to another week of Macro Bytes. In this episode our host Stephanie Kelly is joined by Jeremy Lawson, Chief Economist at the abrdn Research Institute. Having discussed the general outlook for inflation in the US i...
How is this recovery different?
June 09, 2021 08:00 - 31 minutes - 21.8 MBThe causes of the pandemic recession were different to anything from the post-war era, so should we expect the economic recovery to be different too? How should market price this recovery and what should investors look out for? Welcome to another week of Macro Matters. In this episode our host Paul Diggle is joined by Jeremy Lawson, Luke Bartholomew and Robert Gilhooly from the abrdn Research Institute. A year ago, Luke and Paul’s research report ‘How is this recession different?’ consider...
Is the US economy going to overheat?
June 03, 2021 13:00 - 28 minutes - 19.7 MBThe recent news of a significant jump in US consumer prices surprised many. As post-pandemic demand for goods has risen, the US is experiencing supply bottlenecks putting upward pressure on prices. Combined with Biden’s economic stimulus, this has caused growing concerns about the risk of inflation. Will the economy overheat? And how will the Federal Reserve respond? Welcome to another week of Macro Bytes. In this episode, we welcome our guest host, Luke Bartholomew who is joined by James M...
When the chips are down
May 26, 2021 13:00 - 19 minutes - 13.1 MBSemiconductor chips are in short supply and high demand at the moment. These chips are technologically hard to make and production is highly concentrated in Taiwan and Korea. With semiconductors present in an ever-increasing share of the goods that global consumers buy, a global shortage can be seen as akin to a modern-day oil shock - with widespread consequences for economic activity, inflation, and even geopolitics. In this episode, our host Paul Diggle is joined by Sree Kochugovindan, Se...
Scottish elections under the microscope
May 20, 2021 13:00 - 25 minutes - 17.7 MBThe Scottish National Party (SNP) won a fourth term in power in the recent Scottish election. Despite falling one seat short of absolute majority, with the backing of the Greens, they will be able to form a pro-independence coalition. What does this mean for the Scottish independence referendum and how will it impact investors and the economy? Our host Stephanie Kelly is joined by Luke Bartholomew, Senior Monetary Economist at abrdn. With the results of the recent Scottish elections, eyes ...
Scottish Elections under the microscope
May 20, 2021 13:00 - 25 minutes - 17.8 MBThe Scottish National Party (SNP) won a fourth term in power in the recent Scottish election. Despite falling one seat short of absolute majority, with the backing of the Greens, they will be able to form a pro-independence coalition. What does this mean for the Scottish independence referendum and how will it impact investors and the economy? Welcome to another week of Macro Matters. In this episode our host Stephanie Kelly is joined by Luke Bartholomew, Senior Monetary Economist at Aberde...
A new Roaring Twenties? - with Dominic White
May 12, 2021 07:00 - 37 minutes - 25.6 MBAfter the Great War and Spanish Flu, the 1920s saw a rejuvenation of the economy with a golden age of booming consumerism, innovation and culture. Now economists are questioning whether history is set to repeat itself. Will we see the 2020s roar? Or is secular stagnation here to stay? In this episode our host Paul Diggle is joined by special guest Dominic White, Head of Economics at Absolute Strategy Research. Having published a recent note ‘Signs of a shift out of Secular Stagnation’, Domi...
Biden's reset on US foreign policy - with Jeffrey Wright
May 05, 2021 15:00 - 32 minutes - 22.7 MBBiden vowed to ‘reset’ the approach to foreign policy and rekindle international relationships. But how has he fared? Join Stephanie Kelly and special guest Jeffrey Wright as they discuss repairing allyship in Europe, the US China relationship and what this means for the macro environment. Jeffrey Wright, analyst at Eurasia Group's North America practice, shares his expertise in US fiscal, foreign, trade, and regulatory policy, as well as presidential politics. Part 1 begins by summari...
Addressing climate change with monetary policy - with Grégory Claeys
April 29, 2021 13:00 - 42 minutes - 29.3 MBThis week on Macro Bytes we welcome Dr Grégory Claeys to discuss the European Central Bank (ECB) strategic review. Can monetary policy be used in the fight against climate change and what does this mean for the ECB? In this episode our host Paul Diggle is joined by special guest, Dr Grégory Claeys. Senior Fellow at the European think tank Bruegel and Associate Professor at the Conservatoire National des Arts et Métiers in Paris. Grégory talks to us from Brussels to share his expertise in ma...
The future of the European fiscal rules
April 21, 2021 20:00 - 37 minutes - 25.6 MBThe Covid Crisis has thrown the sustainability of the European Union’s fiscal rules into question. This episode of Macro Bytes discusses the main reform proposals on the table and debates whether a new European fiscal architecture is needed for the post-pandemic world. Welcome to another week of Macro Bytes. In this episode our co-hosts Stephanie Kelly and Paul Diggle address the motivations for, and problems with, the European Union’s longstanding fiscal rules. Part 1 outlines what the ...
Build back better – Biden’s infrastructure plan
April 07, 2021 15:00 - 32 minutes - 22.6 MBAs Biden unveils a $2 trillion dollar infrastructure package for the US, it’s clear that his administration are committed to strengthening the post-pandemic economy. This episode of Macro Matters discusses the key challenges of the proposal and what it means for politics, climate change and beyond. Joining our host Stephanie Kelly for another US politics special is the familiar voice of Luke Bartholomew , our Senior Monetary Economist and regular guest on the podcast. Together they open up ...
What rising bond yields mean for markets and the economy
March 31, 2021 14:00 - 41 minutes - 28.5 MBAre higher bond yields a headwind to the economic recovery and financial markets, or justified by the improvement in economic prospects as countries recover from the pandemic? This week on Macro Matters, we look at government bond markets to understand the impact of higher yields on the economic recovery and investors. Our host Paul Diggle is joined by the familiar voice of Luke Bartholomew, our in-house monetary policy expert, as well as Ross Hutchison, Investment Director at abrdn who wo...
What rising bond yields mean for markets and the economy
March 31, 2021 14:00 - 41 minutes - 28.5 MBAre higher bond yields a headwind to the economic recovery and financial markets, or justified by the improvement in economic prospects as countries recover from the pandemic? This week on Macro Matters, we look at government bond markets to understand the impact of higher yields on the economic recovery and investors. Our host Paul Diggle is joined by the familiar voice of Luke Bartholomew, our in-house monetary policy expert, as well as Ross Hutchison, Investment Director at abrdn who wo...
Emerging markets and the Covid crisis
March 25, 2021 13:00 - 40 minutes - 28 MBHow have emerging economies weathered the Covid storm? This week on Macro Matters, we look across Latin America, Russia and Asia to understand the different challenges facing emerging markets along the road to recovery. In this episode our host Stephanie Kelly is joined by two of our Emerging Market Economists from the ASI Research Institute, Robert Gilhooly and Edward Glossop. Together, they discuss the Covid crisis from the perspective of emerging markets and the implications of the crisi...
Should central banks issue digital currencies?
March 17, 2021 12:00 - 35 minutes - 24.3 MBAs the pandemic continues to accelerate the long-term shift away from cash transactions, central banks around the world are seriously considering digital currencies as a way to keep up with digitalisation. But what would a Central Bank Digital Currency (CBDC) look like? How could it change the way we all save and spend money, and what does this mean for the future of commercial banking? Welcome to another episode of Macro Matters. This week our host Paul Diggle is joined by special guest Da...
Life after lockdown
March 15, 2021 11:00 - 37 minutes - 26 MBThis week marks the rather grim milestone of a year since the World Health Organisation declared the COVID-19 spread a global pandemic. But with vaccines being rolled out and lockdown easing, we might be glimpsing the light at the end of the tunnel. The big question remains: what will the world look like when lockdown is over? For investors and for policymakers, this is especially thorny because it partly depends on individual behaviour. What will reopening mean for the large savings balanc...
Macro minutes: A Woman's Place - the 'S' in ESG
March 10, 2021 14:00 - 34 minutes - 23.4 MBIn this episode we are discussing the themes and debates shaping the global macro-economic and market environment.
A Woman's Place - the 'S' in ESG
March 03, 2021 15:00 - 34 minutes - 23.4 MBAhead of International Women’s Day on March 8th, this week’s episode of Macro Bytes focuses on gender equality. Sharing the findings from the newly published research ‘A Woman’s Place’ , the episode explores why boosting female participation in the labour force is key to unlocking long-term economic growth and what policies really work. It turns out, men are a crucial piece of the puzzle. Find out more about A Woman's Place We'll be publishing further editions of the research throughout t...