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.
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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...
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...