Economics
Fireside Chats - US Outlook: New Year, new President, new America?
What does 2021 hold for the USA?
3 min podcast | January 2021
Focused Thinking
Focused Thinking
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
Geopolitics
We look at 6 ways that COVID-19 has helped address key issues in climate change.
4 min read | August 2020
Economics
Have Governments and Investors reached their limits?
21 min podcast | August 2020
Economics
What are the Global implications of diversifying from China?
3 min read | August 2020
Geopolitics
For economies to stay afloat, historic amounts of fiscal and economic stimulus have been provided, but how will this sovereign debt be repaid?
2 min read | August 2020
Central Banks
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.
3 min read | July 2020
Economics
Damocles is based on a noise-to-signals approach in which we use eight key indicators to predict currency crises in 30 emerging market (EM) countries; this approach has correctly predicted 67% of the 54 crises since 1996.
2 min read | April 2020
Economics
In this episode of our Fireside podcast series Jordan Rochester and our Chief China Economist Ting Lu discuss the outlook for China.
24 min podcast | April 2020
Economics
Our Chief Euro Area Economist George Buckley and FX Strategist Jordan Rochester discuss what the future holds for Europe under lockdown.
19 min podcast | April 2020