Talking Macro
Claim This Podcastby ABN AMRO
Podcast Overview
<p>This is Talking Macro, ABN AMRO's podcast dedicated to making sense of the global economy from a European perspective. Hosted by Bill Diviney, Head of Macro Research at ABN AMRO, each episode breaks down the hot topics shaping markets and economies worldwide.</p> <p>Whether you're an investor, business professional, or simply curious about how global economic forces affect your daily life, Talking Macro delivers accessible insights into complex macroeconomic trends. From Federal Reserve policy and currency movements to trade tensions and regional economic developments, we explore how these seemingly distant events impact everything from your mortgage rates to your investment portfolio.</p> <p>Each month, Bill is joined by expert colleagues from ABN AMRO's research team who bring deep specialist knowledge on specific regions and topics. Together, they cut through the noise to explain what's really driving economic change and what it means for the months ahead.</p> <p>Talking Macro isn't just about theory, it's about understanding the real-world implications of economic policy and market movements, whether you're in Amsterdam, New York, or anywhere in between.</p> <p>New episodes monthly on all major podcast platforms.</p>
Language
🇺🇲
Publishing Since
10/14/2025
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Recent Episodes
March 6, 2026
Episode 4: Is Europe heading for a new energy crisis?
<p>In this episode, Bill speaks with Senior Energy Economist Moutaz Altaghlibi about how the Iran conflict is affecting global energy markets, and whether Europe faces the risk of a new energy crisis. They explore why oil prices have remained relatively contained, but why gas poses a far bigger threat to European inflation and growth. Finally, they discuss how Europe’s improved energy resilience will shape the outlook in the months ahead.</p> <p>(00:00:00) Introduction & Welcome</p> <p>(00:02:00) Context: The Iran War & Its Timing</p> <p>(00:04:30) Current State of Energy Flows: Strait of Hormuz</p> <p>(00:08:00) Who Depends on This Energy? Asia vs. Europe</p> <p>(00:11:00) Market Reaction: Oil & Gas Prices So Far</p> <p>(00:14:00) Oil Market Context: OPEC Cuts & Pre-Conflict Surplus</p> <p>(00:17:00) Oil Price Scenarios & Inflation Impact</p> <p>(00:20:30) Shifting Focus to Gas: Lessons from the 2022 Energy Crisis</p> <p>(00:24:00) Europe's Gas Storage Levels Today</p> <p>(00:27:30) Worst-Case Gas Price Scenarios</p> <p>(00:31:00) Macro Impact: Inflation, Second-Round Effects & the ECB</p> <p>(00:34:30) Consumer Confidence & Household Spending Risk</p> <p>(00:36:00) Cushioning Factors: China, Renewables & Diversification</p> <p>(00:40:00) What's on Our Radar: Carbon Pricing & German Defence Spending</p> <p>(00:43:30) Closing Remarks</p><p>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.</p>
December 16, 2025
Episode 3: Can Europe capture some of America’s exorbitant privilege?
<p>In this special festive episode, Bill talks with outgoing Chief Economist and incoming Chief Sustainability Officer Sandra Phlippen about the US's exorbitant privilege, and whether Europe might be able to capture some of it. They discuss the potential for a new common European debt instrument (eurobonds) to rival US Treasuries, which could help the euro rival the dollar as a global reserve currency. Finally, Sandra reflects on her new role and the banking sector's role in the energy transition.</p><p>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.</p>
November 18, 2025
Episode 2: Why is global trade so resilient?
<p>In the second episode of our new macroeconomics podcast, Bill Diviney speaks with Arjen van Dijkhuizen to unpack the remarkable resilience of global trade this year. The discussion covers the recent US-China trade deal, the resilience of global trade despite the unprecedented rise in US tariffs, and chokepoints as an emergent theme. The episode also highlights insights from our latest Global Outlook 2026 – The shifting world order, covering themes such as the dollar's exorbitant privilege, the potential of Eurobonds and the evolving geopolitical landscape.</p> <p> </p> <p>TIMESTAMPS:</p> <p>00:00 Introduction to Talking Macro</p> <p>00:34 Meet the Experts: Bill and Arjen</p> <p>02:14 China's Economic Landscape</p> <p>04:17 Global Trade Dynamics</p> <p>06:36 The Eurobond Debate</p> <p>08:49 Resilience of Global Trade</p> <p>16:49 Chokepoints in Global Trade</p> <p>23:37 Future Outlook and Key Events</p> <p>27:33 Conclusion and Subscription Reminder</p><p>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.</p>
5 total episodes available
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Frequently asked questions
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- What is Talking Macro?
<p>This is Talking Macro, ABN AMRO's podcast dedicated to making sense of the global economy from a European perspective. Hosted by Bill Diviney, Head of Macro Research at ABN AMRO, each episode breaks down the hot topics shaping markets and economies worldwide.</p> <p>Whether you're an investor, business professional, or simply curious about how global economic forces affect your daily life, Talking Macro delivers accessible insights into complex macroeconomic trends. From Federal Reserve policy and currency movements to trade tensions and regional economic developments, we explore how these seemingly distant events impact everything from your mortgage rates to your investment portfolio.</p> <p>Each month, Bill is joined by expert colleagues from ABN AMRO's research team who bring deep specialist knowledge on specific regions and topics. Together, they cut through the noise to explain what's really driving economic change and what it means for the months ahead.</p> <p>Talking Macro isn't just about theory, it's about understanding the real-world implications of economic policy and market movements, whether you're in Amsterdam, New York, or anywhere in between.</p> <p>New episodes monthly on all major podcast platforms.</p> - How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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