Global Macro Research28 min Listen
Macro Bytes: Is India the next Asian tiger?
The team discusses India’s demographic tailwinds, its infrastructure needs, whether it can be a ‘friendshoring’ winner, and what a third Modi term could have in store.
Global Macro Research26 min Listen
Macro Bytes: How could conflict in the Middle East affect the global economy?
Podcast discussion about the transmission channels from the conflict between Israel and Hamas into the global economy.
Global Macro Research27 min Listen
Macro Bytes: Why are emerging markets cutting interest rates?
Paul Diggle speaks to Bob Gilhooly, senior EM economist, and Michael Langham, EM analyst, about the economic outlook across the emerging markets.
Global Macro Research1 min Read
The future of US dollar hegemony
Dissatisfaction with the USD may be on the rise in some parts of the world, but an alternative looks unlikely to emerge any time soon.