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Global Macro Research12 min Read

How will the presidential election result affect emerging markets?

A look at how election results will have major implications for the emerging market outlook, affecting both the future economic backdrop and geopolitical landscape.

How will the presidential election result affect emerging markets?
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.

Macro Bytes: Is India the next Asian tiger?
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.

Macro Bytes: How could conflict in the Middle East affect 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.

Macro Bytes: Why are emerging markets cutting interest rates?
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.

The future of US dollar hegemony
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