Focused Thinking
Central Banks
Our Japan economists share their thoughts on the recent JPY weakness and what we can expect ahead from policy makers.
26 min video | April 2022
Economics
Fed’s hawkish pivot will likely continue
68 min podcast | March 2022
Sustainability
We discuss the future of solar energy as pressure builds on countries to reach net zero emissions goals
15 min video | March 2022
Central Banks
Our US economists share their thoughts for US growth, inflation and the big call on the Fed meeting.
32 min video | March 2022
Central Banks
Our economists and desk strategist discuss their thoughts for the ECB, the BOE, the RBA and rates markets.
32 min video | February 2022
Central Banks
Our economists and desk strategist discuss their thoughts for the ECB, the BOE, the RBA and rates markets.
28 min video | February 2022
Sustainability
ESG is starting to influence the trading floor as desks from equities to currencies are being asked to justify their green credentials to win mandates.
3 min read | February 2022
Central Banks
The impact of Covid-19 on PGG varies across countries with emerging markets seem to be recovering from the pandemic at a slower pace than the advanced economies and thus appear more vulnerable to scarring effects and lower global potential GDP growth.
28 min video | February 2022
Rates
We discuss key events and themes to track in 2022, and how they might affect our views.
57 min video | January 2022
Economics
We discuss our expectations from the FOMC and views on USD in the coming months.
27 min video | January 2022
Sustainability
Charting the key trends shaping the world of sustainable finance as companies and countries strive to cut carbon emissions and make the world a fairer place.
28 min video | January 2022
Central Banks
Covid-19 has exacerbated income inequality, which could slowly build to big surprises in politics and as a result dramatically impact markets.
28 min video | January 2022
Sustainability
Japan’s brand of community capitalism is experiencing a renaissance that fits into today’s societies as companies grapple with incorporating social issues into their business models.
5 min read | January 2022
Economics
We expect strong but slowing growth, elevated inflation and accelerated Fed policy normalization
6 min read | January 2022