Focused Thinking

Podcasts

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

MacroBrew - G10 FX: Events and themes in 2022

We discuss key events and themes to track in 2022, and how they might affect our views.

57 min video | January 2022

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Sustainability

ESG360 - What to Watch in 2022

Charting the key trends shaping the world of sustainable finance as companies and countries strive to cut carbon emissions and make the world a fairer place.

28 min video | January 2022

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Economics

MacroBrew - Japanese Macroeconomic Outlook and Market Strategies for 2022

Our Japan Macro and FX strategy team share their thoughts for Japanese markets in the year ahead

26 min video | January 2022

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Central Banks

MacroBrew - The Covid 19 Endgame Part II: Inequality

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

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Central Banks

MacroBrew – Global Economic Outlook 2022: The heat is on... for now

Our strategists share their top FX and rates views in 2022

30 min podcast | December 2021

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Economics

MacroBrew - Asia Outlook 2022: As the Tide Turns

Looking into 2022 - what to expect

60 min video | December 2021

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Economics

MacroBrew – Top FX and Rates Views in 2022

Our strategists share their top FX and rates views in 2022

32 min podcast | December 2021

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Economics

MacroBrew – ASEAN Insights: Could Tourism Disappoint?

Why is tourism in ASEAN is likely to disappoint ahead?

22 min podcast | November 2021

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Central Banks

MacroBrew - The Covid 19 Endgame

The endgame of Covid-19 leaves economists in a challenging position; in many ways, the outlook is more complicated now than it was at the onset of the pandemic.

28 min video | November 2021

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Central Banks

Korea: Japanification Risks Strike Again

Despite a faster-than-expected recovery from the pandemic, structural headwinds are expected to result in lower economic growth in South Korea.

28 min video | October 2021

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Volatility

MacroBrew - US Insights: Higher Inflation Ahead

Inflation expected to go higher in the near future, but will it last?

28 min podcast | October 2021

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Central Banks

MacroBrew – Europe Insights: Does the energy crisis mean higher inflation ahead?

The latest surge in energy prices and what it means for inflation?

26 min podcast | October 2021

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