Paul Diggle

Economist in asset management. Co-host of the Macro Bytes podcast

[Aberdeen @Aberdeen_plc]

Our Chief Economist, @pauldiggle, delves into the potential impacts of AI on jobs and productivity in our sector. Where do you think AI will take us?

#abrdngather

[Jonathan Haskel @haskelecon]

Thanks Paul and Sree for the chance to talk about my book w/@stianwestlake Restarting the Future

[Paul Diggle @pauldiggle]

The #intangible economy is fundamentally different & requires different policies to tackle low productivity, inequality, & lack of competition. Latest #MacroBytes podcast with @haskelecon, co-author with @stianwestlake, of Restarting the Future https://t.co/6tWOrQq4Dj

[Paul Diggle @pauldiggle]

Monetary & fiscal policy in the coming recession. Is it back to the lower bound and QE once recession hits? And how supportive can fiscal policy be, amid split Congress in US and supply shocks in Europe? Latest #MacroBytes podcast -> https://t.co/lViDsY1DVI

[Paul Diggle @pauldiggle]

Risks and opportunities in Xi’s third term - real estate slowdown, more regulation risks, maintaining zero Covid, but some insulation from the coming global recession. Must listen episode of #MacroBytes -> https://t.co/efLlntNk10

[Luke Bartholomew @LukeBartholom13]

Latest #MacroBytes with @neilthomas123 of @EurasiaGroup is out. President Xi's consolidation of power presents further regulatory risks to investors. Listen here:

https://t.co/d4Du0QweC0

[Paul Diggle @pauldiggle]

Great #MacroBytes podcast episode, covering US macro and market developments over the past several months. Takeaway: recession is likely coming sooner

[Luke Bartholomew @LukeBartholom13]

On the latest #MacroBytes we discuss why the Fed is raising interest rates so quickly and what this means for the US and global economy

https://t.co/TACYQwvCtb

[Paul Diggle @pauldiggle]

Is Europe in crisis?

On the latest #MacroBytes podcast, we discuss what energy rationing would mean; whether the data deterioration means recession is inevitable; the collapse of the Italian govt; and the impact of higher rates.

https://t.co/HI69PlprLy

With @LukeBartholom13

[Luke Bartholomew @LukeBartholom13]

On the latest #macrobytes, @pauldiggle and I discuss the many challenges facing Europe. From energy shortages and recession to monetary tightening and political uncertainty, Europe is in crisis.

https://t.co/J7anD0dJkI

[Paul Diggle @pauldiggle]

One possibility was a quid pro quo on the Governing Council - a bigger hike for an unlimited TPI. But we need to see what conditionality requirements are.

[Paul Diggle @pauldiggle]

ECB: 50bps it is.

Becomes the latest central bank to signal a smaller move & deliver a bigger one. More 50bps hikes likely in store

[Paul Diggle @pauldiggle]

Another 3 letter abbreviation from the ECB: Transmission Protection Instrument (TPI). Unlimited & to be rolled out in "unwanted disorderly market dynamics". But impt to ask Lagarde what counts as such - for example, is Italy widening around political crisis included?

[Paul Diggle @pauldiggle]

When will China drop zero-Covid?

Latest #MacroBytes episode features Adam Wolfe of @asr_london, talking all things Chinese economy, monetary & fiscal policy, Covid strategy, 20th Congress, and Xi's agenda during a 3rd term.

https://t.co/QGidzbpBKi

[Paul Diggle @pauldiggle]

Part 2 of our #MacroBytes episode with @HelenHet20
is out, this time on the politics of monetary policy.

https://t.co/B9lunR646p

With @LukeBartholom13, we discuss the end of New Normal, Fed hegemony, future of central banks, and likelihood of a recession.

[Paul Diggle @pauldiggle]

New #MacroBytes podcast out, featuring @HelenHet20 on the politics of energy markets.

We discuss Russia-Ukraine, geopolitical tensions of the green transition, & politics of sacrifice.

Part 2 on monetary policy coming next week. @LukeBartholom13

https://t.co/aPwJkiDEFB

[Paul Diggle @pauldiggle]

“The next recession” - why we think this rate hiking cycle ends in recession, on the latest #MacroBytes podcast with @LukeBartholom13 https://t.co/Uee2Coa1Y6

[Paul Diggle @pauldiggle]

How will the #energytransition affect investing in Asia?

Latest #MacroBytes podcast is out, with Jeremy Lawson and Anna Moss sharing their research into opportunities & challenges for APAC in alternative climate scenarios. https://t.co/oQNcNix7nb

[Paul Diggle @pauldiggle]

Great episode of the Macro Bytes podcast with @DuncanWeldon, discussing his book on UK economic history. I particularly liked the discussion about car washes going from fully automated 10-20 years ago, to labour-intensive today.

[Aberdeen Investments UK @aberdeenInv_UK]

Macro Bytes: Lessons from UK economic history – with Duncan Weldon. We examine Britain's political economy over the last 200 years.

https://t.co/YzRVFQG0iS

[Paul Diggle @pauldiggle]

at least I know what the subject line of every sell-side research note is going to be

[Paul Diggle @pauldiggle]

We spoke to @DavidBeckworth about 'new frontiers in central banking' on the latest #MacroMatters podcast. David shared his thoughts on framework reviews; AIT vs nominal GDP targeting; climate targeting; and central bank digital currencies. A full episode! https://t.co/KNLIw1V4US

[Paul Diggle @pauldiggle]

Climate change and central banks: The case for violating neutrality | VOX, CEPR Policy Portal https://t.co/fHtJ228HUA We argue that neutrality based objections to CB involvement in climate policy are obviated 1 because neutrality is impossible & 2 because of what is at stake