Category Archive: 5) Global Macro

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A real work of peace? An Israel-Hamas deal

2024-06-13

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America’s upbeat assessment of a ceasefire deal masks deep divides (https://www.economist.com/middle-east-and-africa/2024/06/12/hamas-and-israel-are-still-far-apart-over-a-ceasefire-deal?utm_campaign=a.io&utm_medium=audio.podcast.np&utm_source=theintelligence&utm_content=discovery.content.anonymous.tr_shownotes_na-na_article&utm_term=sa.listeners) that may not, in fact, be bridgeable. There are nevertheless reasons for optimism. Our...

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Market Morsel: How “The Market” Is Really Doing

2024-06-12

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2024-06-12

When people talk about “the market” they are usually referring the big indexes – the S&P 500 or the NASDAQ. For more casual observers, “the market” is the Dow which is a lousy index for a lot of reasons but has the advantage of history. But are any those really representative of how “the market” is doing? Not really.

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America’s next top-job model: our election forecast

2024-06-12

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We have dusted off and tuned up our forecast model (https://www.economist.com/interactive/us-2024-election/prediction-model/president?utm_campaign=a.io&utm_medium=audio.podcast.np&utm_source=theintelligence&utm_content=discovery.content.anonymous.tr_shownotes_na-na_article&utm_term=sa.listeners) for America’s presidential race. So far it gives Donald Trump a marginally higher chance of a second term. There is at last progress on not...

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Doing their not-own thing: “generation rent”

2024-06-11

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Across the rich world millions spend more than a third of their disposable income on rent. We ask why policymakers have such terrible ideas (https://www.economist.com/international/2024/05/29/is-your-rent-ever-going-to-fall?utm_campaign=a.io&utm_medium=audio.podcast.np&utm_source=theintelligence&utm_content=discovery.content.anonymous.tr_shownotes_na-na_article&utm_term=sa.listeners) on easing the pressure. America’s bid to crimp...

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French anti-foreign legion: an EU-election shock

2024-06-10

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Hard-right parties did well in Europe's parliamentary elections—so well in France that President Emmanuel Macron called (https://www.economist.com/europe/2024/06/09/as-the-french-hard-right-triumphs-in-eu-elections-macron-calls-snap-vote?utm_campaign=a.io&utm_medium=audio.podcast.np&utm_source=theintelligence&utm_content=discovery.content.anonymous.tr_shownotes_na-na_article&utm_term=sa.listeners) a risky snap election. Elsewhere,...

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The Modi Raj 1: The chaiwallah’s son

2024-06-08

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Narendra Modi has been chosen to lead India for the third time in a row. But after 10 years in power, he was humbled at the national election. What kind of leader will he be? Stories from his youth in the Hindu nationalist movement offer clues. This episode draws on audio from the following publishers: Narendra Modi YouTube, ANI, Legend Global Studios, Lalit Vachani, Prasar Bharti Archives, Desh Gujarat, The New York Times, NDTV, Doordarshan and...

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If AI Is So Great, Prove It: Eliminate All Surveillance, Spam and Robocalling

2024-06-07

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2024-06-07

AI is for the peons, access to humans is reserved for the wealthy. Judging by the near-infinite hype spewed about AI, its power is practically limitless: it's going to do all our work better and cheaper than we can do, replacing us at work, to name one example making the rounds.

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One dam thing after another? Ukraine and reconstruction

2024-06-07

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When Russia attacked the Kakhovka dam in Ukraine a year ago, lives were lost, families stranded and towns submerged. But from that devastation emerged discussion on post-war reconstruction (https://www.economist.com/interactive/europe/2024/06/05/russias-explosion-of-a-huge-ukrainian-dam-had-surprising-effects). Our correspondent spent months investigating Narendra Modi (https://www.economist.com/audio/podcasts/the-modi-raj), the strongman who was...

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Labour’s pains: Britain’s growth problem

2024-06-06

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As Britain’s general-election campaign heats up, party leaders are vague on their economic plans (https://www.economist.com/britain/2024/06/03/can-britains-economy-grow-as-fast-as-it-needs-to). With growth so slow, how could the victor energise the economy? We visit the D-day beaches 80 years on, as war rages in Europe once again (10:19). And Venice’s new daytripper fee...

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Modi’s mess: a shock election result spells uncertainty for India

2024-06-05

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Narendra Modi, the strongman of India, will have to compromise now his party has lost its majority (https://www.economist.com/asia/2024/06/04/a-shock-election-result-in-india-humbles-narendra-modi). What does the surprise result mean for the country? As some foreign investors shy away from Africa, the continent’s private sector (https://www.economist.com/business/2024/05/23/africa-inc-is-ready-to-roar) is serving domestic customers to fill that...

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The big gag: Hong Kong’s crackdown on freedom

2024-06-04

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There has been a slow strangling of freedom (https://www.economist.com/china/2024/05/30/hong-kong-convicts-14-pro-democracy-activists?utm_campaign=a.io&utm_medium=audio.podcast.np&utm_source=theintelligence&utm_content=discovery.content.anonymous.tr_shownotes_na-na_article&utm_term=sa.listeners) in the territory where pro-democracy activists have been convicted; an annual vigil for the victims of the Tiananmen Square crackdown in...

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I, Claudia: Mexico’s new leader

2024-06-03

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Claudia Sheinbaum has been elected Mexico’s first female president (https://www.economist.com/leaders/2024/06/03/mexicos-new-president-must-do-a-high-stakes-u-turn?utm_campaign=a.io&utm_medium=audio.podcast.np&utm_source=theintelligence&utm_content=discovery.content.anonymous.tr_shownotes_na-na_article&utm_term=sa.listeners). Now the real fight begins: crime is rocketing, corruption is rampant and the country is divided. Hurricane...

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Choose this podcast: abortion and the election

2024-05-31

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In 2022 the Supreme Court gave control of abortion back to “the people and their elected representatives.” This November will be the greatest test yet of what that means. Democrats are running hard on the issue...

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Trump found guilty: what does this verdict mean?

2024-05-31

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Donald Trump is a convicted felon. Historic, yes. Game-changer? Probably not. Sign up to The Economist’s daily newsletter: https://econ.st/4bSCoWE Read more about the 2024 US elections: https://econ.st/4bF3q3X Read our leader on the verdict: https://econ.st/4dWFkDn Listen to our US podcast, “Checks and Balance”: https://econ.st/3yIkdo8

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Out on a ledger: Trump convicted

2024-05-31

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The former president was found guilty (https://www.economist.com/leaders/2024/05/30/the-disgrace-of-a-former-american-president?utm_campaign=a.io&utm_medium=audio.podcast.np&utm_source=theintelligence&utm_content=discovery.content.anonymous.tr_shownotes_na-na_article&utm_term=sa.listeners) on all 34 charges of falsifying business records. But his convictions leave lots of room for appeals, and for supporters to cry foul. South...

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Trailer: The Modi Raj

2024-05-31

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Narendra Modi may well be the most popular politician on the planet. India’s prime minister is eyeing a third term atop the world’s biggest democracy. A tea-seller’s son, Mr Modi began life an outsider and the man behind the political phenomenon remains hard to fathom. India has become an economic powerhouse during his ten years in charge. But he’s also the frontman for a chauvinistic Hindu nationalist dogma. Can Mr Modi continue to balance...

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The Intelligence: Rishi Sunak’s report card

2024-05-30

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Ahead of a general election (https://www.economist.com/leaders/2024/05/22/rishi-sunaks-election-call-makes-no-sense-but-is-good-news?utm_campaign=a.io&utm_medium=audio.podcast.np&utm_source=theintelligence&utm_content=discovery.content.anonymous.tr_shownotes_na-na_article&utm_term=sa.listeners) in July, we reflect on 14 years of Conservative rule. It’s not a great record, but will the prime minister be able to spin it on the...

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NATO’s boss wants to free Ukraine to strike inside Russia

2024-05-24

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NATO’s secretary-general, Jens Stoltenberg, has called on allies to lift restrictions on Ukraine’s use of NATO weapons inside Russian territory. Speaking to The Economist’s editor-in-chief, Zanny Minton Beddoes, Stoltenberg discussed in detail how the alliance can deal with the multiple threats Russia poses to global security—and prepare for a second Trump presidency.

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Financial Forecast 2025-2032: Please Don’t Be Naive

2024-04-15

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2024-04-15

Rather than attempt to evade Caesar's reach, a better strategy might be to 'go gray': blend in, appear average. Let's start by stipulating that I don't "like" this forecast. I'm not "talking my book" (for example, promoting nuclear power because I own shares in a uranium mine) or issuing this forecast because I favor it.

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Weekly Market Pulse: Are Higher Interest Rates Good For The Economy?

2024-04-15

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2024-04-15

Interest rates surged last week on the back of a hotter-than-expected inflation report that wasn’t actually that bad (see below). Not that my – or your – opinion about these things matters all that much to the market.

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