Focused Thinking

Central Banks

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Central Banks

MacroBrew - The Fed’s changing reaction function

The Fed and markets are reaching a potential inflection point. Fed participants are shifting towards a view that restrictive rates, beyond what they and markets have previously anticipated, will be needed to slow inflation. These conditions create an elevated risk of a mild recession in 2024.

60 min podcast | April 2022

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Central Banks

Fireside Chats - JPY Depreciation and the Possible Policy Risks

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

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Central Banks

Fireside Chats - US Growth, Inflation and The Fed Call

Our US economists share their thoughts for US growth, inflation and the big call on the Fed meeting.

32 min video | March 2022

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Central Banks

MacroBrew - Expert session: South Korea’s fiscal policy after the presidential election

We discuss impact of Covid-19 and fiscal response, outlook for fiscal sustainability in Korea and likely fiscal policy scenarios after the Presidential Elections.

58 min podcast | February 2022

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Central Banks

Fireside Chats - China's Zero COVID-19 Policy

Our economists and desk strategist discuss their thoughts for the ECB, the BOE, the RBA and rates markets.

32 min video | February 2022

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Central Banks

Fireside Chats - The ECB, BOE, and RBA Hikes Ahead

Our economists and desk strategist discuss their thoughts for the ECB, the BOE, the RBA and rates markets.

28 min video | February 2022

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Central Banks

Fireside Chats - The Covid 19 Endgame Part III: Lower Potential GDP Growth and Bankruptcies

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

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Central Banks

MacroBrew - The BOJ’s Policy Stance

We discuss the BOJ’s policy stance, the path forward and the “noise” around monetary policy as global inflationary pressures build.

44 min podcast | January 2022

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Central Banks

Fireside Chats - The Covid 19 Endgame Part II: Inequality

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

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Central Banks

Fireside Chats – Global Economic Outlook 2022: The heat is on... for now

Our strategists share their top FX and rates views in 2022

30 min podcast | December 2021

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Central Banks

Fireside Chats - The Covid 19 Endgame

The endgame of Covid-19 leaves economists in a challenging position; in many ways, the outlook is more complicated now than it was at the onset of the pandemic.

28 min video | November 2021

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Central Banks

Korea: Japanification Risks Strike Again

Despite a faster-than-expected recovery from the pandemic, structural headwinds are expected to result in lower economic growth in South Korea.

28 min video | October 2021

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