Focused Thinking
Economics
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
Central Banks
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
Economics
Our economist and fx strategist share their thoughts on fast-tracked border re-openings in Southeast Asia
26 min video | May 2022
Economics
As Omicron subsides and travel restrictions ease, ASEAN countries have fast-tracked border re-openings
2 min read | April 2022
Economics
A conversation with Ms. Marisa Sukosol Nunbhakdi, President of Thai Hotels Association
60 min podcast | April 2022
Economics
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
Economics
Just as India was crawling its way out of the pandemic, the conflict in Europe, a hawkish Fed and China shocks have reignited macro uncertainties.
5 min read | April 2022
Central Banks
Our Japan economists share their thoughts on the recent JPY weakness and what we can expect ahead from policy makers.
26 min video | April 2022
Economics
Fed’s hawkish pivot will likely continue
68 min podcast | March 2022
Central Banks
Our US economists share their thoughts for US growth, inflation and the big call on the Fed meeting.
32 min video | March 2022
Central Banks
We discuss impact of Covid-19 and fiscal response, outlook for fiscal sustainability in Korea and likely fiscal policy scenarios after the Presidential Elections.
58 min podcast | February 2022
Central Banks
Our economists and desk strategist discuss their thoughts for the ECB, the BOE, the RBA and rates markets.
32 min video | February 2022
Central Banks
Our economists and desk strategist discuss their thoughts for the ECB, the BOE, the RBA and rates markets.
28 min video | February 2022
Central Banks
The impact of Covid-19 on PGG varies across countries with emerging markets seem to be recovering from the pandemic at a slower pace than the advanced economies and thus appear more vulnerable to scarring effects and lower global potential GDP growth.
28 min video | February 2022