Our economist and desk strategists share their thoughts on the upcoming French presidential election with the first round this upcoming weekend.
26 min video | April 2022
Just as India was crawling its way out of the pandemic, the conflict in Europe, a hawkish Fed and China shocks have reignited macro uncertainties.
5 min read | April 2022
Our Japan economists share their thoughts on the recent JPY weakness and what we can expect ahead from policy makers.
Fed’s hawkish pivot will likely continue
68 min podcast | March 2022
Our US economists share their thoughts for US growth, inflation and the big call on the Fed meeting.
32 min video | March 2022
We discuss impact of Covid-19 and fiscal response, outlook for fiscal sustainability in Korea and likely fiscal policy scenarios after the Presidential Elections.
58 min podcast | February 2022
Our economists and desk strategist discuss their thoughts for the ECB, the BOE, the RBA and rates markets.
32 min video | February 2022
28 min video | February 2022
The impact of Covid-19 on PGG varies across countries with emerging markets seem to be recovering from the pandemic at a slower pace than the advanced economies and thus appear more vulnerable to scarring effects and lower global potential GDP growth.
We discuss our expectations from the FOMC and views on USD in the coming months.
27 min video | January 2022
Our Japan Macro and FX strategy team share their thoughts for Japanese markets in the year ahead
26 min video | January 2022
Covid-19 has exacerbated income inequality, which could slowly build to big surprises in politics and as a result dramatically impact markets.
28 min video | January 2022
We expect strong but slowing growth, elevated inflation and accelerated Fed policy normalization
6 min read | January 2022
High inflation has central banks feeling the heat, but by late 2022 we see a very different backdrop, with stagnation a bigger risk than stagflation.
4 min read | December 2021
