Focused Thinking

Podcasts

FOLLOW US On

Our podcast series explores the latest trends in markets with weekly updated episodes where our key economists, researchers and investors discuss current events.
play
Economics

MacroBrew - French Elections: Could Le Pen Win?

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

play
Central Banks

MacroBrew - The Fed’s changing reaction function

The Fed and markets are reaching a potential inflection point. Fed participants are shifting towards a view that restrictive rates, beyond what they and markets have previously anticipated, will be needed to slow inflation. These conditions create an elevated risk of a mild recession in 2024.

60 min podcast | April 2022

play
Central Banks

MacroBrew - JPY Depreciation and the Possible Policy Risks

Our Japan economists share their thoughts on the recent JPY weakness and what we can expect ahead from policy makers.

26 min video | April 2022

play
Sustainability

ESG360 - The EU’s Social Taxonomy, Climate Risks and ESG in Ukraine

We discuss recent developments in the EU's social taxonomy, how financial firms are managing climate risk and the ESG implications in Ukraine

24 min video | March 2022

play
Economics

MacroBrew - FOMC preview and US economy update

Fed’s hawkish pivot will likely continue

68 min podcast | March 2022

play
Sustainability

ESG360 - How Solar Power Can Fuel the Green Energy Transition

We discuss the future of solar energy as pressure builds on countries to reach net zero emissions goals

15 min video | March 2022

play
Central Banks

MacroBrew - US Growth, Inflation and The Fed Call

Our US economists share their thoughts for US growth, inflation and the big call on the Fed meeting.

32 min video | March 2022

play
Central Banks

MacroBrew - Expert session: South Korea’s fiscal policy after the presidential election

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

play
Central Banks

MacroBrew - China's Zero COVID-19 Policy

Our economists and desk strategist discuss their thoughts for the ECB, the BOE, the RBA and rates markets.

32 min video | February 2022

play
Central Banks

MacroBrew - The ECB, BOE, and RBA Hikes Ahead

Our economists and desk strategist discuss their thoughts for the ECB, the BOE, the RBA and rates markets.

28 min video | February 2022

play
Sustainability

The EU's Green Taxonomy and the Rise of Social Bonds in Asia

Our guests discuss the EU’s controversial move to add natural gas and nuclear to its green taxonomy, and the increased issuance of social bonds driving change in Asia.

23 min video | February 2022

play
Central Banks

MacroBrew - The Covid 19 Endgame Part III: Lower Potential GDP Growth and Bankruptcies

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.

28 min video | February 2022

1 2 3 4 5 6 7 8 9