Focused Thinking

Economics

Economics

Why have European retail sales recovered so strongly?

Since lockdowns began to be lifted different sectors across Europe’s large economies have performed in different ways. But retailing – almost universally across developed markets – has rebounded at a far quicker pace.

3 min read | September 2020

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Economics

Fireside Chats - The 2020 US Election: Economic Policy under a Biden Administration?

In this episode of our Fireside Chat series we are talking with Lewis Alexander our Chief US Economist on the 2020 US election.

32 min podcast | September 2020

Economics

More important than ever: why ESG investment will remain crucial

4 min read | August 2020

Economics

Deglobalization: The past and future

The tide of deglobalization is reshoring and gathering momentum, who is set to benefit?

3 min read | August 2020

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Economics

Fireside Chats - The World After Covid-19: Where do we go next?

Have Governments and Investors reached their limits?

21 min podcast | August 2020

Economics

Japan's path to normalization after pandemic

2 min read | August 2020

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Central Banks

The world post Covid-19 (part 2)

The world remains in the grip of Covid-19, but the pandemic can also serve as a catalyst for change that can shape the world for decades to come.

29 min video | August 2020

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Economics

Fireside Chats - The World After Covid-19: What can we expect?

Will Climate Change, food security and social life return to a new normal?

34 min podcast | August 2020

Economics

Diversification from China: The push and pull factors

What are the Global implications of diversifying from China?

3 min read | August 2020

Central Banks

The world post Covid-19

Nomura special report

3 min read | July 2020

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Economics

Fireside Chats - The EU recovery fund: The what, the why, the how?

In this episode of our Fireside Chat series Jordan talks with Marco Brancolini from our EUR rates desk strategy team on the EU recovery fund.

21 min podcast | July 2020

Economics

China: Estimating recovery momentum from the supply side

2 min read | July 2020

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