Caroline Grady

Macro Hive Author

If you would like to connect and contact the author,
please email meettheresearchers@macrohive.com
SPECIALITY: Global Macro, Economics,

Caroline Grady is Head of Emerging Markets Research at Macro Hive. Formerly, she was a Senior EM Economist at Deutsche Bank and a Leader Writer at the Financial Times.

MY ARTICLES

In: Hive Exclusives | Monetary Policy & Inflation

ECB Preview: Biding Time Until June

April 20, 2021

Summary Thursday’s ECB meeting is unlikely to see any policy shift. The Governing Council will likely reaffirm increased PEPP purchases through Q2…

In: Hive Exclusives | COVID-19 Economics Growth & Labour Market

Israel – Reopening Less Rosy Than It Looks

April 16, 2021

Summary Mobility and service sector activity are bouncing back in Israel as the high vaccination rate allows rapid reopening. Output is expected…

In: Hive Exclusives | Asia China FX

Global Growth Rotation – A Positive for Asia

April 01, 2021

Summary A global growth rotation from China to the US this year leaves downside risks for the rest of Asia given trade…

EM QE

In: Hive Exclusives | EM Monetary Policy & Inflation

Which EM Will Be Next to Hike?

March 19, 2021

Summary Rate hikes from Brazil, Turkey and Russia this week raise the question, which EM country is next? India and the Philippines…

In: Hive Exclusives | Economics

Why Spiking Shipping Costs Could Threaten The Global Recovery

February 05, 2021

Summary Shipping prices have surged since November, with China’s rapid recovery, earlier capacity reductions and much-reduced air freight all contributing. Alongside higher…

In: Hive Exclusives | Economics Emerging Markets

Why EM Capital Inflows Are Here to Stay (in Asia at Least)

January 21, 2021

Summary Accelerating capital inflows through Q4 2020 were a key driver of EMFX. We expect inflows will remain strong in Asia driven…

In: Hive Exclusives | Europe Monetary Policy & Inflation

ECB Preview: Pandemic Worsens, But Policy to Stay Unchanged

January 19, 2021

Europe’s economy is on the cusp of a double-dip recession. A worsening COVID situation and a tightening of restrictions means the bloc…

In: Hive Exclusives | China & Hong Kong Geopolitics US

An Unhappy Anniversary for the US-China Phase 1 Deal

January 15, 2021

Summary Chinese exports have outperformed this year, resulting in a rising global market share. And imports contracted, leaving China’s trade surplus at…

In: Hive Exclusives | Asia COVID-19 Economics EM Equities Monetary Policy & Inflation UK

Three Reasons for Optimism on Global Growth

January 08, 2021

Summary Fresh COVID restrictions leave downside risks to the global recovery as mobility slows again. Asia’s dominance in global growth, an accommodative…

In: Hive Exclusives | Economics EM Monetary Policy & Inflation US

Key Events: Week of 21 December, 28 December and 4 January

December 18, 2020

Monetary Policy With most major DM central banks already wrapping up for the year the remaining policy meetings are in EM. Turkey…

In: Hive Exclusives | Economics EM Monetary Policy & Inflation US

Key Events: Week of 14 December

December 11, 2020

Monetary Policy Wednesday’s Fed decision will be the highlight of the week, with forward guidance and a possible duration shift in focus.…

In: Hive Exclusives | Asia EM FX Monetary Policy & Inflation

INR – Asia’s Worst-Performing Currency in 2020

December 11, 2020

Summary Rupee looks set to end the year as Asia’s worst-performing currency This reflects RBI FX intervention with FX reserves up $xbn…

In: Hive Exclusives | Europe Monetary Policy & Inflation

ECB Preview: Stepping Up Again

December 08, 2020

The ECB has made it explicit that additional stimulus will be announced at its Thursday Governing Council meeting. Market expectations are for…

In: Hive Exclusives | Economics EM Monetary Policy & Inflation US

Key Events: Week of 7 December

December 04, 2020

Monetary Policy Thursday’s ECB meeting with take center stage with President Lagarde widely expected to announce additional asset purchases under PEPP. Brazil…

In: Hive Exclusives | EM Markets and Investing

Can EM Continue The November Rally?

December 01, 2020

Summary EM sentiment remains bullish following strong November performance and vaccine rollout optimism. That EMs have more goods-driven economies (versus service-oriented DM…

In: Hive Exclusives | Economics EM Monetary Policy & Inflation US

Key Events: Week of 30 November

November 27, 2020

Monetary Policy Australia, Poland and India will all hold policy meetings over the coming week. None are expected to ease policy, although…

In: Hive Exclusives | EM Monetary Policy & Inflation

Turkey: What to Watch for a Sustained Lira Turnaround

November 27, 2020

Summary Turkey’s 475bps rate hike and new economic management are much-needed policy shifts. They are not, however, enough to guarantee lira stability.…

In: Hive Exclusives | Economics EM Monetary Policy & Inflation US

Key Events: Week of 9 November

November 06, 2020

Monetary Policy Last week’s flurry of monetary policy meetings leaves a fairly quiet week ahead. Several Fed, ECB and BoE speakers are…

In: Hive Exclusives | Asia Monetary Policy & Inflation

Why Has the Indian Rupee Been So Weak?

November 05, 2020

Summary INR performance has lagged other Asian currencies over recent months after the strong rally in August. A more pro-growth RBI and…

In: Hive Exclusives | Geopolitics US

Macro Hive Guide To The US Election

November 02, 2020

With the election now less than 24 hours away we provide a Macro Hive guide to everything you need to know. We…

In: Hive Exclusives | Economics EM Monetary Policy & Inflation US

Key Events: Week Of 2 November

October 30, 2020

Monetary Policy A very busy week for monetary policy with Fed and BoE policy meetings (both Thursday) plus the RBA (Tuesday). While…

In: Hive Exclusives | COVID-19 Monetary Policy & Inflation

ECB Preview: No New Policy Announcements Despite COVID Surge

October 27, 2020

Summary Rising COVID cases and new restrictions threaten the Euro area recovery ECB likely to acknowledge the rising downside risks but stop…

In: Hive Exclusives | Geopolitics US

US Election – 11 Days To Go

October 23, 2020

The final Trump-Biden debate is now over. It was a more civilized affair than the first, helped by a format change that…

In: Hive Exclusives | Economics Monetary Policy & Inflation US

Key Events: Week Of 26 October

October 23, 2020

Monetary Policy Thursday’s ECB meeting is expected to bring a strong commitment to do more given the renewed wave of COVID cases…

In: Hive Exclusives | COVID-19 Fiscal Policy & Inequality

The Fiscal Response To COVID: A Global Ranking

October 22, 2020

The global fiscal response to COVID is $11.7trn, or almost 12% of GDP, according to the IMF’s latest Fiscal Monitor. Around half…

In: Hive Exclusives | EM Markets and Investing Monetary Policy & Inflation

Bullish KRW As Recovery Gathers Pace

October 16, 2020

Summary KRW is Asia’s best-performing currency since the start of September The recovery is slowing picking up and exports are rebounding Still-low…

In: Hive Exclusives | Asia FX

Mounting Evidence Reveals Scale of Asian FX Intervention

October 01, 2020

Summary Singapore’s $44bn in FX intervention in H1 is the highest on UST watchlist RBI FX reserves are up $72bn YTD given…

In: Hive Exclusives | Emerging Markets FX Monetary Policy & Inflation

Inflation Is Back, At Least In EM

September 29, 2020

Parts of emerging markets are starting to see rising inflation. This is the result of earlier currency depreciation, supply-side disruptions and rising…

GBPEUR

In: Hive Exclusives | FX Geopolitics Monetary Policy & Inflation

A Week Of Contrasts For Euro And Pound

September 10, 2020

This mood music over the past few days has been in stark contrast between Frankfurt and London. ECB president Christine Lagarde today…

China Economy

In: Hive Exclusives | China & Hong Kong Economics

China Economy Losing Steam

September 10, 2020

Chinese trade data earlier this week showed imports growth falling deeper into negative territory (-2.1% YoY), while credit data due in the…

ECB Preview

In: Hive Exclusives | FX Monetary Policy & Inflation

ECB Preview: All About The Euro

September 08, 2020

Euro strength and the current bout of deflation are set to dominate this week’s ECB meeting. We expect no policy announcements, but,…

Bullish INR

In: Hive Exclusives | Emerging Markets FX

Turning Positive On INR

September 03, 2020

New highs in India’s basic balance should support further INR strength Currency strength remains at odds with a very weak macro outlook…

Trump Election Odds

In: Hive Exclusives | US

Trump Re-election Odds Jump, As Does Chance Of Rising Market Uncertainty

September 02, 2020

Donald Trump’s chances of winning re-election on 3 November are rising. The likelihood of a Democrat sweep – and with it any…

In: Hive Exclusives | US

Economy, Not Conventions, Matter For Trump

August 26, 2020

Despite many firsts – the first virtual convention, the first woman of colour on a presidential ticket (Kamala Harris) – the Democratic…

In: Hive Exclusives | Economics Emerging Markets FX

Taiwan, Thailand and Vietnam All Risk ‘Currency Manipulator’ Label

July 30, 2020

The forthcoming US Treasury FX manipulation report will probably add several Asian countries to its watchlist. It may even go so far…

INR Outlook

In: Hive Exclusives | Economics Emerging Markets FX

Asia FX Outlook – Why INR Continues To Defy Gloomy Outlook

July 23, 2020

- CNY appreciation to continue despite mixed signals on recovery - C/A dynamics support INR, but economic outlook remains weak - Gloomy…

In: Hive Exclusives | COVID-19 Economics

EU Recovery Fund Agreement To Set Tone For The Summer

July 21, 2020

After four days of negotiations, EU27 leaders have agreed a landmark deal on a European recovery fund and the next seven-year budget.…

In: Hive Exclusives | Monetary Policy & Inflation

Europe Preview: EU Summit To Set Summer Mood

July 15, 2020

The next few days could mark an important turning point for Europe. Agreement on a €750bn EU recovery fund, even if only…

In: Hive Exclusives | Economics FX Growth & Labour Market Rates

Asia FX Outlook – Remaining Bullish On China

July 09, 2020

- CNY to benefit from rising yield differentials and a strong recovery - INR continues to defy dismal economic reality due to…

Taiwan Dollar

In: Hive Exclusives | FX

Asia FX Outlook – Intervention To Cap Further TWD Gains

June 25, 2020

Markets have been on a bumpy ride over the past two weeks. Ongoing policy stimulus and relaxation of COVID lockdowns continue to buoy risk…

EMFX

In: Hive Exclusives | Economics Emerging Markets

Falling Remittances Amplify EMFX Vulnerabilities

June 18, 2020

Deteriorating C/A positions are beginning to raise concerns over currency performance in some emerging markets. Lockdowns have triggered an…

Trump Jinping

In: Hive Exclusives | China & Hong Kong Geopolitics US

China – US Tension Tracker Timeline

June 11, 2020

Last month’s decision by China to impose a new security law on Hong Kong has triggered a new stage in US-China tensions. The US is set to revoke…

ECB delivers

In: Hive Exclusives | Economics Monetary Policy & Inflation

ECB Delivers By Upsizing PEPP

June 04, 2020

Today’s increase in the size of the ECB’s pandemic emergency purchase programme (PEPP) adds another layer to Europe’s response…

ECB Meeting

In: Hive Exclusives | COVID-19 Monetary Policy & Inflation

ECB Preview: Time To Step Up PEPP

June 03, 2020

Thursday’s ECB governing council meeting comes amid a shifting European landscape. Since the last policy meeting in April, the ECB now faces the…

Singapore FX

In: Hive Exclusives | FX

Asia FX Insights

June 02, 2020

The risk rally in markets continues. Some of this is due to optimism around the reopening of economies around the world, especially the US. This should…

Argentina Alfonso Prat-Gay

In: Hive Exclusives | COVID-19 Emerging Markets Monetary Policy & Inflation

Podcast Review: Macro Hive Conversations With Alfonso Prat-Gay

May 28, 2020

We were delighted to have Alfonso Prat-Gay, Argentina’s former central bank governor (2002-2004) and finance minister (2015-2016) as our podcast…

Uk Current Accout

In: Hive Exclusives | COVID-19 Economics UK

The UK, COVID And The C/A Deficit

May 21, 2020

Fiscal expansion in response to COVID and the forthcoming spike in debt have dominated investor concerns in recent months. But these significantly…

Quantitative Easing

In: Deep Dives | Monetary Policy & Inflation

Spillovers From ECB QE – Global Yet Varied

May 20, 2020

Central bank bond buying has accelerated at an unprecedented pace during the COVID crisis. The impact of large asset purchases on home markets…

South Korea COVID Crisis

In: Hive Exclusives | COVID-19 Economics Fiscal Policy & Inequality

South Korea: Fiscal Buffers Eased The COVID Crisis

May 07, 2020

South Korea is an often-cited example of a country that has successfully controlled COVID. And the economic fallout looks to be significantly less…

Lagarde ECB

In: Hive Exclusives | Monetary Policy & Inflation

ECB Preview – Committing To Do More

April 29, 2020

The ECB’s governing council has significantly stepped up its crisis response since the last scheduled policy meeting six weeks ago. It’s delivered…

WFH

In: Deep Dives | Economics Sustainability & Social Issues

A Framework To Ease Working from Home

April 29, 2020

Governments worldwide are facing tough decisions on how to ease lockdown restrictions. Given the trade-off between the spread of the virus and…

PMI Decline

In: Hive Exclusives | Economics Growth & Labour Market

PMI Decline Far Eclipses The GFC

April 23, 2020

The huge economic cost of the COVID lockdowns is becoming evident. European PMIs have collapsed to a level far below that recorded in…

China Recession

In: Hive Exclusives | China & Hong Kong Data, Models & Market Infrastructure Growth & Labour Market

Why China Cannot Decouple From A Global Recession

April 02, 2020

While much of the world is in freefall, activity in China is rebounding. This disconnect looks set to continue for now, with new cases of COVID-19 in China…

Domestic Policy COVID19

In: Podcast Playlists | Emerging Markets FX

Robin Brooks On COVID-19’s Impact On Emerging Markets And The Domestic Policy Response To The Crisis (Macro Musings)

April 01, 2020

The pace of the selloff in EM is unprecedented, even compared to the GFC and 2013 taper tantrum. MXN stands out with a 30% depreciation over…

Pandemic Preparedness

In: Podcast Playlists | Sustainability & Social Issues

From Cholera To Coronavirus (Talking Politics – LRB)

April 01, 2020

Parallels between the 19th century Cholera outbreak and the coronavirus include the disproportionate hit on the poor where people live closer…

Jay Powell

In: Podcast Playlists | Monetary Policy & Inflation US

Simon White: Aftermath Of The Biggest Monetary Policy Intervention In World History (Macro Voices)

April 01, 2020

Virus is a trigger for Japanification of the US. Unlimited and immediate Fed QE (including corporate bonds) plus the biggest fiscal package in US history…

USD Safe Haven

In: Podcast Playlists | Investment Strategy

How The Crisis Nearly Blew Up One Of The World’s Safest Trades (Odd Lots, Bloomberg Markets)

April 01, 2020

Recent disruptions and illiquidity in the UST market reflects an initial rapid shift in fundamentals as long-term growth expectations fell. Discrepancies…

bond

In: Podcast Playlists | Investment Strategy

Pandemic Bonds (The Indicator – Planet Money)

April 01, 2020

Pay out on the World Bank’s pandemic bonds may still be a few weeks away, or may never come at all, as various criteria on the number of poor…

Christian Lagarde

In: Podcast Playlists | Monetary Policy & Inflation

Adam Tooze Part 2 (Talking Politics – LRB)

March 24, 2020

Christine Lagarde’s ECB press conference was a blunder from the point of view of market stabilisation. But now they are all in on bond buying with earlier…

GFC vs Corona Crisis

In: Podcast Playlists | Equities

Markets Update: How COVID-19 Is And Isn’t Like the ’08 Financial Crisis (Exchanges at Goldman Sachs)

March 24, 2020

Goldman’s head of equity trading for Americas discusses similarities and differences between the current crisis and that of 2008. In 2008 we knew what…

In: Podcast Playlists | Economics Growth & Labour Market

Claudia Sahm On Direct Payments To Individuals And Other Policy Responses To The COVID-19 Crisis (Macro Musings)

March 24, 2020

Claudia Sahm projects the current shock will be twice as severe as the great recession given activity has shut down and a huge share of the workforce…

In: Hive Exclusives | Fiscal Policy & Inequality

Not All Fiscal Stimuli Are Created Equal

March 19, 2020

The fiscal response to COVID-19 is increasing by the day. Several countries have now announced multiple packages after it became apparent that the initial…

In: Podcast Playlists | Commodities & Energy Economics

After A Sharp Drop In Prices, What’s Next For Oil? (Exchanges at Goldman Sachs)

March 13, 2020

Goldman’s global head of Commodities Research Jeff Currie gives his take on this week’s turmoil in the oil market. The coronavirus and oil price war…

Pandemic Outbreak

In: Podcast Playlists | Economics Sustainability & Social Issues

Economics In The Time Of Covid-19 (Vox Talks – Vox EU)

March 13, 2020

Editors from VoxEU talk about the new eBook on the economics of the coronavirus written by leading academics and policymakers. And the prognosis…

Market Volatility

In: Podcast Playlists | Commodities & Energy Investment Strategy Sustainability & Social Issues

Looking Ahead: Market Volatility And Preparing For Possible Outcomes (Talking Markets With Franklin Templeton)

March 13, 2020

Franklin Templeton’s Multi-Asset Solutions team discuss how to play the heightened market volatility from the coronavirus and the oil shock…

Joe Biden in the Lead

In: Hive Exclusives | Geopolitics US

Biden: A Moderate-ish Democrat

March 12, 2020

Joe Biden has consolidated his lead in the race to win the Democratic presidential nomination. Tuesday’s wins in Michigan, Mississippi, Missouri and Idaho…

Central Bank Rate Cuts

In: Hive Exclusives | Monetary Policy & Inflation

ECB: Under Pressure To Act

March 11, 2020

On Thursday Christine Lagarde will face her toughest test yet as ECB President. The emergency rate cuts from both the Fed and Bank of England…

Joe Biden Super Tuesday

In: Podcast Playlists | Geopolitics US

Super Tuesday Special: Biden’s Back! (Talking Politics – LRB)

March 06, 2020

Comeback kid: Joe Biden has been the favourite four times already in this race. After Super Tuesday he is now the overwhelming favourite. Biden has…

Private Wealth

In: Podcast Playlists | Economics

How Wealth Has Changed (The Indicator – Planet Money)

March 06, 2020

Charles Kenny from Centre for Global Development contextualises the structural shift in global wealth by highlighting that the economy of California is…

Changes in Globalisation

In: Podcast Playlists | Economics Sustainability & Social Issues

Will Globalisation Survive The Coronavirus? (The Sound Of Economics – Bruegel)

March 06, 2020

Bruegel experts present opposing views on what the coronavirus means for the future of globalisation, in particular international supply chains and…

Deglobalisation

In: Hive Exclusives | Economics Emerging Markets Growth & Labour Market

COVID-19 De-globalisation Shock

March 05, 2020

COVID-19 supply chain disruptions will abruptly end the nascent recovery in global trade. The demand shock from quarantines and other…

Lord Nicholas Stern

In: Podcast Playlists | Economics Sustainability & Social Issues

Kristalina Georgieva and Lord Nicholas Stern Talk Climate (IMF Podcasts)

February 28, 2020

IMF Managing Director, Kristalina Georgieva and Lord Nicholas Stern, of the London School of Economics, discuss the challenges brought by…

Economic Policy in a World

In: Podcast Playlists | Economics Monetary Policy & Inflation

Paul Schmelzing On The ‘Suprasecular’ Decline Of Global Real Interest Rates (Macro Musings)

February 28, 2020

Economic historian Paul Schmelzing discusses his new paper “Eight centuries of global real interest rates, R-G, and the ‘suprasecular’ decline…

Coronavirus Fears

In: Podcast Playlists | Sustainability & Social Issues

COVID Super-Spreader Stealth Pandemic? (Macro Voices)

February 28, 2020

Jim Bianco, from Bianco Research, Mike Shedlock from Money Maven, Dr Ben Hunt – author of Epsilon Theory and Dr Chris Martenson from…

Economic Power

In: Hive Exclusives | Economics EM Growth & Labour Market

India: Asia’s Insulated Economy

February 27, 2020

COVID-19 is significantly impacting Asian economies. But India’s relatively small manufacturing base and low integration into global supply chains…

Green Bonds

In: Podcast Playlists | Investment Strategy Sustainability & Social Issues

Green Bonds – Increasingly Relevant in the Corporate Bond Market (Podzept, Deutsche Bank Research)

February 21, 2020

DB’s credit research analyst Craig Nicol shares insights on the $250bn green bond market. In the absence of an official definition Nicol describes…

Oil and Gas Companies UK

In: Podcast Playlists | Commodities & Energy Investment Strategy

Are Oil And Gas Turning Into Stranded Assets? (News in Focus, Financial Times)

February 21, 2020

FT Lex writer Alan Livsey discusses his estimate of $900bn in “stranded assets” from the shift towards cleaner energy – defined as investment that…

American Economic Review

In: Podcast Playlists | Economics US

Did Economists Ruin The Economy With Binyamin Appelbaum (Capitalisn’t)

February 21, 2020

Binyamin Appelbaum, New York Times editorial writer and author of the Economists’ Hour, discusses economists’ influence on US public policy since…

European Economy

In: Hive Exclusives | Economics Growth & Labour Market

Can A Fragile European Economy Withstand Another Shock?

February 20, 2020

The European economy is grinding to a halt. Fourth quarter GDP growth slowed to the lowest for almost seven years, and supply-side disruption from…

ESG Investing

In: Podcast Playlists | Investment Strategy Sustainability & Social Issues

Sustainability. Our New Standard: The View From Europe (The Bid, BlackRock)

February 14, 2020

Philipp Hildebrand, BlackRock’s Vice Chairman, and Rachel Lord, Head of Europe, Middle East and Africa discuss the company’s pivot towards…

GDP Impact

In: Podcast Playlists | Economics Investment Strategy

UBS’s China Bull (What Goes Up, Bloomberg Markets)

February 14, 2020

UBS set out their positive investment case for China even with the coronavirus outbreak. They assume the containment efforts have worked, and…

Bull Market

In: Podcast Playlists | Equities Investment Strategy US

Why Investing In The Longest Bull Market In History Is Still A Smart Move (Exchanges at Goldman Sachs)

February 14, 2020

Goldman Sachs are bullish view on US equities. This is based the very high probability of positive returns during an expansion, and that data…

Larry Summers

In: Podcast Playlists | Fiscal Policy & Inequality US

Larry Summers On Progressive Tax Reform (Brookings Cafeteria Podcasts)

February 07, 2020

US Treasury secretary discusses his views on tax policy and the US economy. The US government is under resourced. The share of tax revenues in GDP…

Largest Tech Companies

In: Podcast Playlists | Business & Technology US

The Origins Of Tech Clusters (Vox Talks, Vox EU)

February 07, 2020

Harvard Business School’s Bill Kerr discusses tech (and talent) clusters and the innovation and investment this can bring to an area…

Coronavirus Update

In: Podcast Playlists | EM Equities Growth & Labour Market Investment Strategy

Velocity Of Risk Goes Viral (What Goes Up, Bloomberg Markets)

February 07, 2020

Principal Global Investors global strategist Seema Shah expects the main investment themes for 2020 to remain relevant despite the downside risks…

Capital Credit

In: Podcast Playlists | Credit

Triple-A Ratings Are So Yesterday (The Indicator – NPR, Planet Money)

February 07, 2020

Only two companies in the US currently have a AAA rating (Microsoft and Johnson & Johnson). Previously a much larger number of companies…

Climate Finance

In: Podcast Playlists | Investment Strategy Sustainability & Social Issues

Investing In Climate Change (Top of Mind, Goldman Sachs)

February 07, 2020

Experts from Goldman Sachs and the University of Chicago discuss how investors are approaching climate change. We are still very far away to meeting…

USA Stock Exchange

In: Podcast Playlists | Monetary Policy & Inflation US

Stock Market Melt-up w/ Luke Gromen (We Study Billionaires – The Investor’s Podcast)

January 31, 2020

Luke Gromen, founder of macro thematic firm Forest for the Trees, discusses why the Fed is committed to financing US deficits, the outlook for…

Nouriel Roubini

In: Podcast Playlists | Economics Emerging Markets Growth & Labour Market

Nouriel Roubini On What Could Trigger The Next Global Recession (Take 15, CFA Institute)

January 31, 2020

Good news is that global recession risks have now eased. But several big risks remain. US versus China in trade and technology. Two countries…

African Leaders

In: Podcast Playlists | Emerging Markets Growth & Labour Market Sustainability & Social Issues

Challenges And Opportunities For Africa’s Next Decade (Brookings Cafeteria Podcasts)

January 31, 2020

Director of Brooking’s Africa Growth Initiative discusses a new report, “Foresight Africa: Top priorities for the continent 2020-2030”, touching on…

Sajid Javid

In: Podcast Playlists | Economics Geopolitics UK

Chancellor Sajid Javid Talks Up The Economy, And What’s Next After Brexit Day (UK Politics, Financial Times)

January 31, 2020

Recent good news on the economy with a post-election bounce in sentiment. PMIs improved while consumer spending (housing, car sales)…

Climate Finance

In: Podcast Playlists | Sustainability & Social Issues

Why The Transition To Clean Energy Is Happening A Lot Faster Than People Realize (Odd Lots, Bloomberg Markets)

January 31, 2020

Major transformation is going on without major policy initiatives in place yet. Energy transition kicked off around 2010, pushed first by policy support…

Mark Carney Leaving

In: Hive Exclusives | Monetary Policy & Inflation UK

Bank Of England Didn’t Blink

January 31, 2020

Many had expected Mark Carney to cut rates as his parting gift as Bank of England Governor, but in the end the MPC kept rates unchanged at…

Hydrogen Station

In: Podcast Playlists | Sustainability & Social Issues

Hydrogen: The Answer To Climate Change (World of Business – BBC Radio)

January 24, 2020

The BBC reports from Italy on whether hydrogen can be the fuel of the future. They use Venice as their example. Venice’s poor air quality…

In: Podcast Playlists | Geopolitics Growth & Labour Market Monetary Policy & Inflation US

On My Mind: Will The US Economy Survive The Politics In 2020? (Talking Markets with Frank Templeton)

January 24, 2020

Sonal Desai, Franklin Templeton’s Fixed Income CIO, discusses concerns and ideas for the US in the year ahead…

Planes

In: Podcast Playlists | Business & Technology

What’s Next For The Airline Industry? (Exchanges at Goldman Sachs)

January 24, 2020

Top questions for the airline industry this year: 1) will the airlines be able to offset cost inflation from (highly unionised) labour and airport…

Global Trade

In: Podcast Playlists | Economics Geopolitics

Reasons For Concern In Two New Trade Deals (Cato Daily Podcast)

January 24, 2020

Cato analysts review the Phase 1 US-China deal and the USMCA that was passed in the Senate last week. Phase 1 is a mixed bag. It prevents further…

In: Podcast Playlists | Economics Geopolitics Growth & Labour Market Monetary Policy & Inflation

The House View: 2020 Outlook – Gaining Speed (Podzept, Deutsche Bank Research)

January 24, 2020

DB’s thematic research team presents a fairly positive view of the global economy…

Lagarde

In: Hive Exclusives | Economics Monetary Policy & Inflation Sustainability & Social Issues

ECB’s Green New Deal?

January 24, 2020

The ECB’s first strategic review in more than 16 years is now officially underway. The findings will shape the future of monetary policy, most likely with…

In: Podcast Playlists | China & Hong Kong Economics

China 2049: Economic Challenges Of A Rising Global Power (Brookings Events)

January 17, 2020

A panel of Chinese and American scholars discuss the China’s economy in a long-term perspective. China aims be labelled a ‘rich’ country by 2049…

Investor Cartoon

In: Podcast Playlists | Investment Strategy

Picking Stocks For The Long Run: 4 Portfolio Managers Share Their Thoughts (Simple but Not Easy, Morningstar)

January 17, 2020

Drew Carter hosts four PMs (Michael Corty¸ George Metrou, Matthew Coffina and John Owens) to discuss views on evaluating and selecting stocks…

US Federal Reserve

In: Podcast Playlists | Economics Monetary Policy & Inflation US

All-Stars #88 Jeff Snider: The Fed Is Avoiding The Real Issue Driving Divergences In Their Models (Macro Voices)

January 17, 2020

CIO of Alhambra Investments, Jeff Snider, talks on the real causes of slack in the US economy and its underperformance against potential. He cites…

Climate Change Cartoon

In: Podcast Playlists | Sustainability & Social Issues

Sustainability. Our New Standard (The Bid, BlackRock)

January 17, 2020

Trend expert Marian Salzman of Philip Morris discusses her report “Chaos is the New Normal” and talks about 20 trends for 2020:…

Wall Street Sign

In: Podcast Playlists | Equities US

Machines Are Replacing Wall Street’s Bonus Culture (P&L, Bloomberg Markets)

January 17, 2020

Wall Street’s bonus culture is slowly disappearing with big market wins often now made by algorithms not humans. Equities and FX markets are hit…

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