'Trumponomics' and the 2025 Global Macro Outlook

Global macro, ‘Trumponomics’ and the 2025 outlook — Chris Watling and Kallum Pickering take a whirlwind tour of the world economy.
Chris Watling

Longview Economics

In this twelfth installment of our ‘Longview Conversations With’ podcast, CEO Chris Watling gets back to ‘global macro’ and the ‘outlook for the global economy’ in 2025 and beyond.

In discussion with Kallum Pickering (Chief Economist at Peel Hunt in London), we take a ‘trip around the world’ discussing global macro, ‘American exceptionalism’, ‘Trumponomics’, and the UK outlook, amongst other topics.

Kallum specialises in monetary economics and real business cycle theory. Prior to joining Peel Hunt, he worked as a senior economist at BNP Paribas & Berenberg Bank, where he spent almost a decade covering the major advanced economies.

He regularly writes a column for the Daily Telegraph and often appears on various news outlets including Bloomberg, CNBC and the BBC. He’s also written for The Spectator, Evening Standard, City AM and he frequently interacts with policy makers – including the last Prime Minister’s economics team.

Make sure to check out our prior podcasts where we have discussed the bull and bear cases for China, de-dollarisation, ‘What might break’ given the significant Fed tightening, Kondratieff waves, the prospect of WWIII, global asset allocation, and commercial real estate!

We hope you enjoy the podcast.

........
This Publication is protected by U.K. and International Copyright laws. All rights are reserved. No license is granted to the user except for the user's personal use. No part of this publication or its contents may be copied, downloaded, stored in a retrieval system, further transmitted, or otherwise reproduced, stored, disseminated, transferred, or used, in any form or by any means, except as permitted under agreement with Longview Economics Ltd. This publication is proprietary and limited to the sole use of Longview Economics’ clients and trial subscribers. Each reproduction of any part of this publication or its contents must contain notice of Longview Economics’ copyright. This agreement shall be governed and construed in accordance with U.K. Copyright law and the parties hereto irrevocably submit to the exclusive jurisdiction of the English courts in respect of any dispute or matter arising out of or connected with this Agreement. Any disclosure or use, distribution, dissemination or copying of any information received from Longview Economics Ltd. is strictly prohibited, whether derived from the reports or from any oral or written communication by way of opinion, advice, or otherwise with a principal of the company; and such information is not warranted in any manner whatsoever; and is for the use of our clients and trial subscribers only. Longview Economics Limited will not be liable for any claims or lawsuits from any third parties arising from the use or distribution of this document. This report is for distribution only under such circumstances as may be permitted by applicable law. This publication is for your information only and is not intended as an offer, or a solicitation of an offer, to buy or sell any investment or other specific product. The analysis contained herein is based on numerous assumptions. Different assumptions could result in materially different results. Certain services and products are subject to legal restrictions and cannot be offered worldwide on an unrestricted basis and/or may not be eligible for all investors. All information and opinions expressed in this document were obtained from sources believed to be reliable and in good faith, but no representation or warranty, express or implied, is made as to the accuracy or completeness. All information and opinions as well as any prices indicated are current as of the date of this report, and are subject to change without notice. Some investments may not be readily realisable since the market in securities is illiquid and therefore valuing the investment and identifying the risk to which you are exposed may be difficult to quantify. Futures and options trading is considered risky. Past performance of an investment is no guarantee of its future performance. Some investments may be subject to sudden and large falls in values and on realisation you may receive back less than you invested or may be required to pay more. Changes in foreign exchange rates may have an adverse effect on the price, value or income of an investment. We are of necessity unable to take into account the particular investment objectives, financial situation and needs of our individual clients and we would recommend that you take financial and/or tax advice as to the implications (including tax) of investing in any of the products mentioned herein. Longview Economics Ltd. is an appointed representative

Chris Watling
CEO & Chief Market Strategist
Longview Economics

Longview Economics, founded in 2003 by Chris Watling, is an independent research house based in London, providing three distinct yet interrelated groups of research products: Short and medium term market timing; Long term global asset allocation...

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.

Comments

Sign In or Join Free to comment