Focused Thinking
Central Banks
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
Central Banks
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
Central Banks
The latest surge in energy prices and what it means for inflation?
26 min podcast | October 2021
Central Banks
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
Central Banks
The Indonesian government has introduced more stringent measures to tackle the resurgence of Covid-19 cases amid the spread of the delta variant and low vaccination rate.
2 min read | August 2021
Central Banks
Biden’s $1.2 trillion infrastructure plan, what to expect?
38 min podcast | July 2021
Central Banks
Most measures of inflation expectations remain at a level consistent with the Fed’s 2% flexible average inflation targeting (FAIT) framework
3 min read | June 2021
Central Banks
Commodities and inflation are rising, how will they respond across the pond?
29 min podcast | June 2021
Central Banks
Which EM central banks are more at risk of falling behind the curve and of greater fiscal dominance?
65 min podcast | April 2021
Central Banks
How will the upcoming BoJ and ECB meetings impact monetary policy strategy and markets?
43 min podcast | March 2021
Central Banks
With the return of fiscal activism, the baton of driving growth has passed from monetary policy to fiscal policy.
27 min podcast | February 2021
Central Banks
In 2021, investors will likely focus on an eventual 2022 renormalization driven by potentially even better vaccines/therapeutics to help contain the spread of the virus.
17 min video | December 2020
Central Banks
We are overall quite positive on the outlook for Asia in 2021, with an above consensus GDP growth rebound.
6 min read | December 2020
Central Banks
Student-led protests have resumed in Thailand, demanding constitutional changes and reforms to the monarchy.
3 min read | December 2020