Focused Thinking

Central Banks

Central Banks
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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

Central Banks
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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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Central Banks

Fireside Chats – Europe Insights: Does the energy crisis mean higher inflation ahead?

The latest surge in energy prices and what it means for inflation?

26 min podcast | October 2021

Central Banks

Is the ECB calling the end of the pandemic?

The ECB looks set to conclude its pandemic response program (PEPP) and step up its asset purchasing program (APP) in its stead.

5 min read | September 2021

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