Podcast - Exploring Global Trade Dynamics: Tariffs, 'Chokepoints,' and Economic Shifts

In the second episode of ABN AMRO's new podcast, 'Talking Macro,' host Bill Diviney, Head of Macro Research, discusses Europe's perspective on global economic developments. Joined by long-time colleague Arjen van Dijkhuizen, the discussion covers the recent US-China trade deal, the resilience of global trade despite intensifying tariff tensions, and the evolving geopolitical landscape. The episode also highlights insights from ABN AMRO's Global Macro Outlook for 2026, emphasizing significant themes such as the dollar's privilege, the potential of eurobonds, and the critical issue of 'chokepoints' in global trade.

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