Focused Thinking
Central Banks
In this MacroBrew fireside, we talk with Charnon Boonnuch from the Asia Economics team about Thailand after its recent election results.
26 min video | May 2023
Central Banks
Four highlights of the BOJ Monetary Policy Meeting; Nomura’s main scenario pictures a YCC revision in or after June 2023 MPM
3 min read | May 2023
Central Banks
In this MacroBrew fireside, we discuss whether the ECB will really defy market pricing and look to raise rates above 4% this year, and what risks we should watch out for in Europe in 2023.
18 min video | April 2023
Central Banks
We discuss the US debt limit and what economic and monetary policy impact the uncertainty could have, as well as political risks and what it means for FX and rates markets.
47 min video | April 2023
Central Banks
Our Cross-Asset Macro Strategist discusses whether the strong US data is a macro game changer.
42 min video | March 2023
Central Banks
Our Chief China Economist from the Asia economics team discusses whether China’s reopening is running full steam ahead.
28 min video | February 2023
Central Banks
In this episode, we discuss European growth and the ECB policy outlook.
27 min video | January 2023
Central Banks
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
Central Banks
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
Central Banks
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
Central Banks
In this episode, we explore the recent moves in US markets, the softer US data and their Fed call.
27 min video | October 2022
Central Banks
In this episode, we explore the impact of UK energy and fiscal policy on markets amidst global growth concerns.
38 min video | September 2022
Central Banks
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
Central Banks
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