Macro Microscope

In this video series, Indrani De, CFA, PRM, Head of Global Investment Research, FTSE Russell and John Dioufas, Director, Datastream and Macroeconomics, LSEG, share their knowledge on the macro topics that matter most.

From September 2024 onwards, we will publish two episodes each month.

Presenters

Indrani De, CFA, PRM
Head of Global Investment Research, FTSE Russell, LSEG
linkedin

John Dioufas
Director, Datastream and Macroeconomics, Data & Analytics, LSEG
linkedin

Episode 1

Higher for longer: What is really driving inflation?

Indrani De, CFA, PRM, Head of Global Investment Research, FTSE Russell and John Dioufas, Director, Datastream and Macroeconomics, discuss what is really driving inflation and the implications for financial markets. John focuses on the UK and Eurozone, covering spikes in gas and oil, and the ‘seasonal effect,’ while Indrani views inflation from a US perspective, highlighting the longer picture well-beyond Fed rate cut expectations for this year. 

Play the video

Episode 2

Divergence and dispersion in financial markets

Indrani and John discuss divergence and dispersion in financial markets—where impact has been most significant, and the trends being seen today. John reviews central bank policies, money supply growth rates and financial market drivers, whilst Indrani emphasises the effect that positive, and negative, stock-bond correlations have on diversification benefits.

Play the video

Stay updated

Subscribe to an email recap from:

By submitting this form, you agree to your personal data being shared within the London Stock Exchange Group of companies (LSEG) for the purpose of receiving communications via post, phone and electronic means from LSEG about event, resources, products, and/or services.

For more information on how LSEG uses your data, see our Privacy Statement. You can adjust your preferences at any time through the preference link in any electronic communication that you receive from us.