Focused Thinking

Economics

Economics

US: Recession Imminent – Will the Economy Recover by 2024?

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

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Central Banks

Fireside Chats – What Sways The Fed?

In this episode, we explore the recent moves in US markets, the softer US data and their Fed call.

27 min video | October 2022

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Economics

MacroBrew - Asia macro talk in 30: Peak inflation?

31 min podcast | September 2022

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Economics

MacroBrew - Are we Heading into a Global Food Crisis?

A webinar with Mr. Ahmad Mukhtar, Senior Economist

60 min video | September 2022

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Central Banks

Fireside Chats - Hawkish BOE and UK Fiscal Policy to the Rescue?

In this episode, we explore the impact of UK energy and fiscal policy on markets amidst global growth concerns.

38 min video | September 2022

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Central Banks

Fireside Chats - A Much More Hawkish ECB, Where Will It End?

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 Recovery Interrupted As Recessions Loom In Europe, US

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

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Central Banks

Fireside Chats - Japan: Will the BOJ Give Up on Yield Curve Control?

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

We See More Major Economies Tipping Into Recession

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

Economics

US: Staring into the Void – A Recession is Now Likely

The Fed’s commitment to restoring price stability will likely push the economy into a downturn

7 min read | June 2022

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Central Banks

Fireside Chats - US Recession Risks

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

Economics

All Things Point to One Way for Inflation: Up, Says Richard Koo

Climate change is driving sharp increases in fossil fuel prices

3 min read | June 2022

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