Focused Thinking

Economics

Economics

The Covid-19 Endgame: Learning to Live With it

The endgame of Covid-19 leaves economists in a challenging position when making long-term forecasts. In many ways, the outlook is more complicated now than it was at the onset of the pandemic.

5 min read | November 2021

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Central Banks

Korea: Japanification Risks Strike Again

Despite a faster-than-expected recovery from the pandemic, structural headwinds are expected to result in lower economic growth in South Korea.

28 min video | October 2021

Economics

US: Evolving Political and Macro Developments to Limit Biden's Agenda

Declining popularity, elevated inflation and worsening intraparty disputes suggest a smaller Democrat-only fiscal package

3 min read | October 2021

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Central Banks

Fireside Chats – Europe Insights: Does the energy crisis mean higher inflation ahead?

The latest surge in energy prices and what it means for inflation?

26 min podcast | October 2021

Economics

The UK’s Petrol Crisis - an Inflation or Growth Concern?

To add to the UK’s energy challenges, the region is in the midst of a petrol crisis while oil prices are heading higher.

5 min read | October 2021

Economics

The “Troubled Ten” in EM

We warn of ten economies that appear most vulnerable: Brazil, Colombia, Chile, Peru, Hungary, Romania, Turkey, South Africa, Indonesia and the Philippines.

2 min read | September 2021

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Economics

Fireside Chats - Australia Insights: Antipodes at the mercy of another Covid-19 wave

How bad is the situation on the ground, and how did they get here?

24 min podcast | August 2021

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Economics

Fireside Chats – ASEAN insights: Under pressure

Covid-19 pressure causing a delay in ASEAN's economic recovery.

28 min podcast | August 2021

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Economics

Fireside Chats - China Insights: Targeted tightening and universal easing

Is China approaching a slowdown?

30 min podcast | August 2021

Central Banks

Indonesia: A Worrying Wave Hits Hard

The Indonesian government has introduced more stringent measures to tackle the resurgence of Covid-19 cases amid the spread of the delta variant and low vaccination rate.

2 min read | August 2021

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Economics

Fireside Chats - UK insights: The Great Reopening

The UK's outlook following mass easing of Covid-19 restrictions.

27 min podcast | July 2021

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Central Banks

Fireside Chats - US Infrastructure: The Next Great Debate

Biden’s $1.2 trillion infrastructure plan, what to expect?

38 min podcast | July 2021

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