Macro Trends

Lecture handout: Macro Trends: what’s going on?

This lecture provides an overview of the global economy and a discussion of current critical uncertainties.

To keep up to date with my thoughts on economic issues either follow me on Twitter or see Kaleidic Economics.

You can find the latest global growth forecasts from the institutions mentioned in the lecture here:

Here’s a short quiz to test your knowledge about the session:

Recommended readings:
Recommended videos:

This is a good explanation of current Fed policy:

@kylascan Reply to @joelsephs what does the federal reserve do? #federalreserve #monetarypolicy #inflation #economics #fyp #foryou #LIKEABOMBSHELL ♬ Spooky, quiet, scary atmosphere piano songs – Skittlegirl Sound

For a good primer on inflation see:

In the lecture I suggest that the sectors that can drive the economy forward should possess the following characteristics:

This comes from the following article, “How do we move the needle on progress?” Eli Dourado, September 2019, where he suggests the following industries:

  • Health
  • Housing
  • Energy
  • Transport, logistics and infrastructure

Eli also provides specific examples of the types of investment that can drive the economy forwards. I recommend the entire article.