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What might Israel's presence in Gaza look like long term? What do we think this might mean for geopolitical stability in the region?

abrdn Political Economist Lizzy Galbraith joins the latest Macro Bytes podcast to discuss the Israel-Hamas conflict with Paul and Luke. Tune-in as they focus on possible geo-military scenarios and escalation paths, and what all of this means for energy markets and for the global economy.

Podcast

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Recent articles

Global Macro Research9 min Read

What Trump 2.0 could mean for emerging markets

A look at why the return of Donald Trump to the White House opens the door to a wide range of shocks for emerging markets, both positive and negative.

What Trump 2.0 could mean for emerging markets
Global Macro Research5 min Read

Will China’s policy pivot turn the economy around?

Despite ongoing uncertainty about fiscal policies, why we believe the weak GDP growth of just 2.8% annualized in Q2 and Q3 raises concerns about meeting the 2024 growth target of "around 5%."

Will China’s policy pivot turn the economy around?
Global Macro Research7 min Read

Emerging markets: Easing cycle broadens

In our latest emerging market outlook, we examine how central banks in Asia have started to cut interest rates, prompting an easing cycle across the asset class. And how persistent inflation in services and ongoing geopolitical tensions could potentially restrict the extent of these cuts.

Emerging markets: Easing cycle broadens
Global Macro Research22 min Listen

Has China fired its stimulus bazooka?

Chinese stimulus has significantly increased, recently boosting equity markets. We discuss China’s economic challenges, the risks of Japanification, and whether recent measures mark a policy shift.

Has China fired its stimulus bazooka?
Global Macro Research7 min Read

Mexico: Under pressure?

A look at the uncertainty rising sharply in Mexico, with increased investor scrutiny of the reform agenda inherited by the new president, Claudia Sheinbaum, and market concerns about the US.

Mexico: Under pressure?
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