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 Outlook 2026 – The shifting world order, covering themes such as the dollar's exorbitant privilege, the potential of Eurobonds and the evolving geopolitical landscape.

 

TIMESTAMPS:

00:00 Introduction to Talking Macro

00:34 Meet the Experts: Bill and Arjen

02:14 China's Economic Landscape

04:17 Global Trade Dynamics

06:36 The Eurobond Debate

08:49 Resilience of Global Trade

16:49 Chokepoints in Global Trade

23:37 Future Outlook and Key Events

27:33 Conclusion and Subscription Reminder

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