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
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
In this episode, we explore the recent moves in US markets, the softer US data and their Fed call.
27 min video | October 2022
A webinar with Mr. Ahmad Mukhtar, Senior Economist
60 min video | September 2022
In this episode, we explore the impact of UK energy and fiscal policy on markets amidst global growth concerns.
38 min video | September 2022
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
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
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
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
The Fed’s commitment to restoring price stability will likely push the economy into a downturn
7 min read | June 2022
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