Monthly Archives: February 2017

Morning Macro 28 February 2017



Today on Morning Macro, Dan Davies of Frontline Analysts explains Italy’s incipient banking crisis, that has its roots in a sluggish Italian economy as well as excessively protracted bankruptcy regulations. Italy is seen as a potential flash-point for the return of the Eurozone crisis, so tune in to understand the nuances of this story. In the second … Continue reading Morning Macro 28 February 2017


Morning Macro Weekend Edition February 25 2017



For anyone who thinks that flexibility and social security are mutually exclusive, Denmark offers an interesting example. The Danes have what they call “flexicurity” – flexible labour market but at the same time offering social security and opportunities for education and learning new skills. But it’s also a country that combines high private debt with high … Continue reading Morning Macro Weekend Edition February 25 2017


Morning Macro 24 February 2017



Hello, on today’s Morning Macro Tom talks to Kevin Loane, Emerging Markets Economist at Fathom Consulting, about whether Brazil’s reform agenda and economic recovery are sustainable – and what Mexico’s economic authorities are doing to deal with the Trump effect. Sigrún met with Tore Stramer chief economist at Nykredit last week. Here is the second part … Continue reading Morning Macro 24 February 2017


Morning Macro 21 February 2017



Hello. On today’s Morning Macro, Tom speaks to Yvonne Mhango of Renaissance Capital about Africa’s biggest economy: Nigeria. Inflation could be close to a peak, she tells us, and efforts to liberalise the exchange rate regime continue; there are also signs from the real estate sector that an anti-corruption drive is taking effect.     … Continue reading Morning Macro 21 February 2017


Morning Macro 18 February Weekend Edition



Here is our full interview with Jón Daníelsson director of LSE Systemic Risk Centre. Daníelsson discusses the nature of systemic risk, lessons learnt, or not, from the financial crisis in 2008. It’s not about too much or too little regulation but figuring out what is relevant – and simplicity is a virtue. As to 2008, … Continue reading Morning Macro 18 February Weekend Edition


Morning Macro 14 February 2017



Welcome to Morning Macro on Tuesday 14 February 2015. Today, we start with a look at some key figures and events in the US economy, with Chris Bailey, founder of investment consultancy Financial Orbit. Why have foreign holdings of US government debt dropped; how many Fed interest rate rises should we expect in 2017; and what … Continue reading Morning Macro 14 February 2017


Morning Macro – Weekend Edition 11 February



Here is our full interview with Jeromin Zettlemeyer, senior fellow at the Peterson Institute where he discusses the New Global Safety Net, the mechanism to help countries facing financial crisis. The Net used to consist only of the International Monetary Fund, but following the Asian crisis of the 1990s and then the European crisis new … Continue reading Morning Macro – Weekend Edition 11 February


Morning Macro 10 February 2017



Welcome to Morning Macro on Friday, 10 February: Today, we kick off on the line to Geneva where Frederik Ducrozet, Economist in charge of Europe at Pictet Wealth Management, talks Tom through some figures coming out of Germany, a ‘reality check’ on Eurozone optimism – and gives us a pointer on Italy and how to … Continue reading Morning Macro 10 February 2017


Morning Macro 7 February 2017



Welcome to Morning Macro on Tuesday, 7 February. We kick off today’s show on the line to Singapore, where Amy Zhuang, an economist at Nordea Markets, talks Tom through China’s PMI figures from yesterday, what to look for in the FX reserves figures later today, and what the end of the Trans-Pacific Partnership could mean … Continue reading Morning Macro 7 February 2017


Morning Macro – Trailer Episode, 5 February 2017



Hello and welcome to this trailer for a new podcast, Morning Macro, brought to you by Tom Bowker and Sigrún Davíðsdóttir. We think it’s going to become a “must-listen” for anyone involved in markets and economics. Twice a week, on Tuesdays and Fridays, we’ll bring you a 20-minute show featuring key data points to look … Continue reading Morning Macro – Trailer Episode, 5 February 2017