Focused Thinking

Economics

Economics

Asia Recovery Interrupted As Recessions Loom In Europe, US

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

play
Central Banks

Fireside Chats - Japan: Will the BOJ Give Up on Yield Curve Control?

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

Economics

We See More Major Economies Tipping Into Recession

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

Economics

US: Staring into the Void – A Recession is Now Likely

The Fed’s commitment to restoring price stability will likely push the economy into a downturn

7 min read | June 2022

play
Central Banks

Fireside Chats - US Recession Risks

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

Economics

All Things Point to One Way for Inflation: Up, Says Richard Koo

Climate change is driving sharp increases in fossil fuel prices

3 min read | June 2022

play
Economics

Fireside Chats - Asia Insights: Taking the Temperature of Asia's Underlying Inflation

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

play
Central Banks

Fireside Chats - The ECB & BOE: Earlier and Faster Hikes?

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

play
Economics

Fireside Chats – Asia Insights: ASEAN Border Reopenings

Our economist and fx strategist share their thoughts on fast-tracked border re-openings in Southeast Asia

26 min video | May 2022

Economics

ASEAN: Border reopening 2.0 – Finally going somewhere

As Omicron subsides and travel restrictions ease, ASEAN countries have fast-tracked border re-openings

2 min read | April 2022

play
Economics

MacroBrew - Thailand’s tourism recovery prospects this year

A conversation with Ms. Marisa Sukosol Nunbhakdi, President of Thai Hotels Association

60 min podcast | April 2022

play
Economics

Fireside Chats - French Elections: Could Le Pen Win?

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

1 2 3 4 5 6 7