Macro Memo podcast

The team provide analysis and insight on the economy in episode 8, including examining the recent Draghi report published by the EU, the upcoming Autumn Budget and finally they discusses the possible outcomes of the US elections.

This episode of the Macro Memo podcast explores the impact of elections on business and economics, focusing on the European elections, the French election, and the upcoming UK general election. Business leaders expect a “volatile” time as they manage the fall out from high inflation during a time of political uncertainty as elections play out in the UK, the US and in Europe.

This episode of The Macro Memo podcast explores the impact of elections on business and economics, focusing on the European elections, the French election, and the upcoming UK general election. The experts comment on how business leaders are expecting a “volatile” time as they manage the fallout from high inflation during a time of political uncertainty as elections play out in the UK, the US and in Europe.

A great wave of regulation is washing across business: capital rules for banks, cyber security and sustainability reporting mean corporate leaders appear to be in a new age of oversight. What’s driving this rule-making overdrive and how should business respond? Our experts also ask why London is struggling as a centre for IPOs and, with the Paris Olympics just around the corner, the Macro Memo trio consider whether showpiece events can really boost finance and economics.

The global economic landscape appears to be going through a form of fragmentation. There are growing tensions between the US and China over the “dumping” of industrial products; the German economy is in “troubled waters”; France has revised down its growth; and the UK has sunk into recession (though could emerge quickly). Yet the largest developing world economies continue to grow at a clip. What’s driving the differential performance? And how should businesses respond?

This episode looks ahead at prospects for 2024. Some observers think the inflation crisis is close to resolution. But is it? And what are the implications for business and, most importantly, interest rates? The team also discusses the risk of trade wars and whether the EU’s concern with Chinese electric cars reflects bigger issues. To finish, the experts consider labour markets and how companies will cope with a global shortage of skills, a big theme of the World Economic Forum’s meeting this year in Davos.

COP 28 is underway in Dubai but what responsibility do business leaders have for beating climate change? How will trade benefit from US and European efforts to improve relations with China? And can companies in the EU, and elsewhere, expect an interest rate cut for Christmas?

What does Jeremy Hunt’s Autumn Statement hold for UK business and what will it do for the economy? How is global trade affected by conflict and geopolitical uncertainty? And can companies play a role in making sure artificial intelligence is safe or is the world heading for a Terminator-style meltdown?