Focused Thinking



UK Housing Market: Boom or Bust?

An outlook for the UK's housing market, weighing the positives against the negatives

9 min podcast | April 2021


A new green finance paradigm

The pandemic has spurred a reset in values regarding social and environmental stewardship.

4 min podcast | April 2021


US Economic Weekly Update

Our weekly update of the developments and key themes around the US economy

1 min podcast | April 2021


China: We see no fiscal cliff in 2021

2 min podcast | April 2021


Japan begins discussions on carbon pricing framework

Carbon pricing in Japan could focus on policy mix involving carbon tax, emissions trading, subsidies

3 min podcast | March 2021


Damocles: Our early warning indicator of EM exchange rate crises

3 min podcast | February 2021


US: Domestic Priorities for the Biden Administration in 2021

Vaccine rollout, pandemic support and infrastructure investment will likely be top priorities

5 min podcast | January 2021

Emerging Markets

China financials: 2021F – A year of recovery

2 min podcast | January 2021


Biden’s Green Shift and its Impact on Asia

A pillar of US President Joe Biden’s bid for the presidency was the radical reform of US environmental policy, but what will it mean for Asia?

3 min podcast | January 2021


US: 2021 Economic Outlook: Searching for normal

3 min podcast | January 2021


2021 Global Economic Outlook - A topsy-turvy recovery

The still-raging pandemic produced a unique recession in 2020, but what does the future hold?

4 min podcast | December 2020


Biden gears up the US auto-industry to get back on a more sustainable track.

Given Biden's pledges to reform environmental policy what are the likely repercussions for the auto industry?

4 min podcast | December 2020

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