Focused Thinking
Economics
While the larger than expected reduction in reciprocal tariffs and 90-day freeze offers a temporary respite in US-China tensions, the 10% tariff floor and sluggish negotiations with other trading partners suggest the broader trade landscape remains challenging.
3 min read | May 2025
Economics
The cost pressure from tariffs is likely to push up the prices of both imported finished goods and domestically produced goods through the supply chain. We use an Input-Output table analysis to estimate the magnitude and composition of the cost-push shock.
4 min read | May 2025
Economics
Liberation Day tariffs to have different effects on different parts of the world
5 min read | April 2025
Economics
President Trump’s reciprocal tariff announcement was more severe than expected. We have revised our inflation forecasts higher, our growth estimates lower, and continue to expect the Fed to remain on hold in the near term
3 min read | April 2025
Central Banks
US tariffs are likely to hamper European growth rather than cause an inflationary problem, making it more likely that European central banks further lower rates.
4 min read | February 2025
Economics
Singapore will develop strategies that align with national interests, said Sim Ann, Senior Minister of State, Ministry of Foreign Affairs and Ministry of National Development of Singapore.
3 min read | June 2024
Economics
Singapore’s deputy prime minister believes that economic fundamentals in Asia makes for a great opportunity when balanced with prudent risk management.
4 min read | July 2023
Emerging Markets
The Russian invasion of Ukraine could provide the 'jolt' that gives renewables the scale needed to deliver the EU’s climate policies
2 min read | May 2022
Economics
What does 2021 hold for the USA?
3 min podcast | January 2021
Central Banks
In 2021, investors will likely focus on an eventual 2022 renormalization driven by potentially even better vaccines/therapeutics to help contain the spread of the virus.
17 min video | December 2020
Central Banks
We are overall quite positive on the outlook for Asia in 2021, with an above consensus GDP growth rebound.
6 min read | December 2020
Central Banks
Student-led protests have resumed in Thailand, demanding constitutional changes and reforms to the monarchy.
3 min read | December 2020
Economics
Following the recent US elections, we explore the likely impact of Biden’s policies on Asia’s economies.
10 min read | November 2020
Economics
If Biden wins in November, he is likely to usher in a new set of US economic objectives and policies.
4 min read | September 2020