Focused Thinking

Central Banks

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Central Banks

Fireside Chats - How Fast Has China's Reopening Been So Far?

Our Chief China Economist from the Asia economics team discusses whether China’s reopening is running full steam ahead.

28 min video | February 2023

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Central Banks

Fireside Chats: Will the ECB be the Last Major Central Bank Hiking?

In this episode, we discuss European growth and the ECB policy outlook.

27 min video | January 2023

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Central Banks

Fireside Chats – 2023 Outlook: Tough Choices and Rolling with the Punches

In this episode of our Fireside Chats podcast series, we talk with Rob Subbaraman, Global Head of Macro Research, and Sonal Varma, Chief Economist India & AEJ, on the 2023 outlook.

33 min video | December 2022

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Central Banks

Fireside Chats – The Big ECB and BOE Week

In this episode, we discuss this week's ECB and BOE meetings, and their views against a growth and inflation backdrop.

18 min video | December 2022

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Central Banks

Fireside Chats – US: Soft CPI, Fed Implications and Politics

In this episode, we explore what the weak CPI number means for the Fed, markets, and a recap on the midterms elections

31 min video | November 2022

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Central Banks

Fireside Chats – What Sways The Fed?

In this episode, we explore the recent moves in US markets, the softer US data and their Fed call.

27 min video | October 2022

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Central Banks

Fireside Chats - Hawkish BOE and UK Fiscal Policy to the Rescue?

In this episode, we explore the impact of UK energy and fiscal policy on markets amidst global growth concerns.

38 min video | September 2022

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Central Banks

Fireside Chats - A Much More Hawkish ECB, Where Will It End?

Our European Economics team discuss what the hawkish turn from the European Central Bank means for the Euro Area and risks around the outlook.

26 min video | September 2022

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Central Banks

Fireside Chats - Japan: Will the BOJ Give Up on Yield Curve Control?

Our Japan economist and Global Macro strategist share their thoughts on how recent market conditions impact Japan and the BOJ's policy around yield curve control

26 min video | July 2022

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Central Banks

Fireside Chats - US Recession Risks

Our US economist and desk strategist share their thoughts on how risks around a recession in the US will impact markets

32 min video | June 2022

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Central Banks

MacroBrew - US: A Recession is Now Likely

The Fed’s commitment to restoring price stability will likely push the economy into a downturn

33 min podcast | June 2022

Central Banks

Restoring Price Stability is Fed’s Primary Focus, says Clarida

Fed’s pace of rate hikes this year will depend on inflation

2 min read | June 2022

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