In this episode, we explore the impact of UK energy and fiscal policy on markets amidst global growth concerns.
38 min video | September 2022
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
Asia’s growth cycle is nearing an inflection point. It’s a tale of an interrupted recovery in the region, even as we expect the US and Europe to slip into mild recessions soon.
4 min read | September 2022
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
In addition to the US, we now expect recessions in the euro area, UK, Japan, South Korea, Australia and Canada
3 min read | July 2022
The Fed’s commitment to restoring price stability will likely push the economy into a downturn
7 min read | June 2022
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
Climate change is driving sharp increases in fossil fuel prices
3 min read | June 2022
Our global economists share their thoughts on the state of Asia’s underlying inflation and what it means for the Macro outlook.
26 min video | May 2022
Our economist and desk strategist share thoughts on the materially new hawkishness from the ECB and the hot and cold approach of the Bank of England to monetary policy.
28 min video | May 2022
Our economist and fx strategist share their thoughts on fast-tracked border re-openings in Southeast Asia
As Omicron subsides and travel restrictions ease, ASEAN countries have fast-tracked border re-openings
2 min read | April 2022
A conversation with Ms. Marisa Sukosol Nunbhakdi, President of Thai Hotels Association
60 min podcast | April 2022
Our economist and desk strategists share their thoughts on the upcoming French presidential election with the first round this upcoming weekend.
26 min video | April 2022
