Economics
MacroBrew - US Insights: Outlook for infrastructure and fiscal spending
What are Biden's plans for growth this year?
22 min podcast | April 2021
Focused Thinking
Focused Thinking
Economics
What are Biden's plans for growth this year?
22 min podcast | April 2021
Economics
With factors such as a moderate 2020 stimulus, tighter controls on property market financing and planned tapering, we believe China’s economy is unlikely to overheat.
2 min read | April 2021
Central Banks
How will the upcoming BoJ and ECB meetings impact monetary policy strategy and markets?
43 min podcast | March 2021
Economics
As part of global moves toward reducing carbon emissions, attention will likely focus on the debate surrounding carbon pricing in 2021.
3 min read | March 2021
Economics
What can we learn from Australia and New Zealand on life without Covid-19.
31 min podcast | February 2021
Central Banks
With the return of fiscal activism, the baton of driving growth has passed from monetary policy to fiscal policy.
27 min podcast | February 2021
Economics
Vaccine rollout, pandemic support and infrastructure investment will likely be top priorities
5 min read | January 2021
Economics
Will the vaccine rollout result in the comeback story of 2021?
40 min podcast | January 2021
Economics
A pillar of US President Joe Biden’s bid for the presidency was the radical reform of US environmental policy, but what will it mean for Asia?
3 min read | January 2021
Economics
What does 2021 hold for the USA?
3 min podcast | January 2021
Economics
The still-raging pandemic produced a unique recession in 2020, but what does the future hold?
4 min read | December 2020
Central Banks
In 2021, investors will likely focus on an eventual 2022 renormalization driven by potentially even better vaccines/therapeutics to help contain the spread of the virus.
17 min video | December 2020
Central Banks
We are overall quite positive on the outlook for Asia in 2021, with an above consensus GDP growth rebound.
6 min read | December 2020