Talking Macro

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 resilienc...

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...

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 Outlo...

In the first episode of ABN AMRO's new macroeconomic podcast, Bill Diviney (Head of Macro Research) and US economist Rogier Quaedvlieg dive into the recent attacks on Federal Reserve independence. Why is Fed independence relevant to everyone, from investors to European mortgage holders? The hosts discuss Trump's attempts to gain control over the Fed, analyze stagflationary signals in the US, and e...

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. Each month, Bill is joined by expert colleagues from ABN AMRO's research team who bring deep specialist knowledge on specific regions and to...