Macro Bytes
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Macro Bytes
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Recent episodes
- Can the next Brazilian president satisfy investors?
- What will divided US government mean for policymaking, the economy, and markets?
- How far will central bank interest rate hikes go?
- The AI data centre backlash: can the boom survive contact with local politics?
- When do higher bond yields become a problem for the economy and stocks?
- What would an Andy Burnham premiership mean for the UK economy and markets?
- Are recessions predictable? – with Tyler Goodspeed
- Where do interest rates go if growth weakens but inflation increases?
- Space, the final frontier for the economy? - with Hannah Lee, JP Morgan
- If UK PM Starmer goes, what changes, what doesn’t, and what markets will price?