Focused Thinking

Economics

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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

Economics

Indonesia: Getting There on Tax Reforms

Tax reforms are expected to improve the government’s overall fiscal position, but does not address some longer term issues such as a high VAT coverage threshold.

3 min read | November 2021

Economics

The Covid-19 Endgame: Learning to Live With it

5 min read | November 2021

Economics

US Economic Weekly Update

Our weekly update of the developments and key themes around the US economy

1 min read | 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

Economics

US: Evolving Political and Macro Developments to Limit Biden's Agenda

Declining popularity, elevated inflation and worsening intraparty disputes suggest a smaller Democrat-only fiscal package

3 min read | 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

Economics

The “Troubled Ten” in EM

We warn of ten economies that appear most vulnerable: Brazil, Colombia, Chile, Peru, Hungary, Romania, Turkey, South Africa, Indonesia and the Philippines.

2 min read | September 2021

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Economics

Fireside Chats - Australia Insights: Antipodes at the mercy of another Covid-19 wave

How bad is the situation on the ground, and how did they get here?

24 min podcast | August 2021

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Economics

Fireside Chats – ASEAN insights: Under pressure

Covid-19 pressure causing a delay in ASEAN's economic recovery.

28 min podcast | August 2021

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Economics

Fireside Chats - China Insights: Targeted tightening and universal easing

Is China approaching a slowdown?

30 min podcast | August 2021

Central Banks

Indonesia: A worrying wave hits hard

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

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