Focused Thinking
Annual Outlook
Recessions in the US and Europe should lead to growth disappointments across Asia early in the new year, but once the dust settles, the region should lead the recovery.
3 min read | December 2022
Economics
Our early warning model of EM exchange rate crises shows Egypt, Romania, Sri Lanka, Turkey, Czech Republic, Pakistan and Hungary are at risk
2 min read | November 2022
Economics
With weak growth, higher interest rates, a stronger dollar and high leverage making a potent mix, hear from our economists as they discuss macro-financial vulnerabilities in Asia, zooming in on credit stress in South Korea and balance of payments concerns in Indonesia and the Philippines.
30 min podcast | November 2022
Central Banks
In this episode, we explore what the weak CPI number means for the Fed, markets, and a recap on the midterms elections
31 min video | November 2022
Economics
Asian economies are in a much better state today, more able and willing to tolerate currency depreciation, which can act as a shock absorber.
4 min read | October 2022
Economics
We continue to expect an imminent recession and look for an only muted rebound in real GDP growth during 2024
6 min read | October 2022
Central Banks
In this episode, we explore the recent moves in US markets, the softer US data and their Fed call.
27 min video | October 2022
Economics
A webinar with Mr. Ahmad Mukhtar, Senior Economist
60 min video | September 2022
Central Banks
In this episode, we explore the impact of UK energy and fiscal policy on markets amidst global growth concerns.
38 min video | September 2022
Central Banks
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
Economics
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
Central Banks
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
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