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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Volatility

MacroBrew – China Investor Forum: Beijing’s ‘Volcker Moment’

China’s curbs on the property sector likely mean sacrificing short-term stability, but could pave the way for Beijing to pursue long-term growth

28 min podcast | August 2021

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Economics

MacroBrew - Australia Insights: Antipodes at the mercy of another Covid-19 wave

How bad is the situation on the ground, and how did they get here?

24 min podcast | August 2021

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Economics

MacroBrew – ASEAN insights: Under pressure

Covid-19 pressure causing a delay in ASEAN's economic recovery.

28 min podcast | August 2021

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Economics

MacroBrew - China Insights: Targeted tightening and universal easing

Is China approaching a slowdown?

30 min podcast | August 2021

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Economics

MacroBrew - UK insights: The Great Reopening

The UK's outlook following mass easing of Covid-19 restrictions.

27 min podcast | July 2021

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Central Banks

MacroBrew - US Infrastructure: The Next Great Debate

Biden’s $1.2 trillion infrastructure plan, what to expect?

38 min podcast | July 2021

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Central Banks

MacroBrew - US & European Insights: Inflation, how far will it go?

Commodities and inflation are rising, how will they respond across the pond?

29 min podcast | June 2021

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Japan in focus

MacroBrew - Japan Insights: Mid-year Macro Strategy Outlook

We discuss the impact of this recent wave of Covid-19 infections.

35 min podcast | May 2021

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Technology

MacroBrew - Asia Insights: Is the world out of chips?

The Global semi-conductor chip shortage and impact to markets.

26 min podcast | May 2021

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Economics

MacroBrew - Asia Insights: Will China’s North-South divide have multiple growth implications?

Outlook on China's North-South divide.

30 min podcast | May 2021

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Economics

MacroBrew - Asia Insights: The surge in India’s Covid-19 cases, and its repercussions…

The surge in Covid-19, and it's impact on India's outlook

34 min podcast | April 2021

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Central Banks

The Risk of EM Central Bank Overreach

Which EM central banks are more at risk of falling behind the curve and of greater fiscal dominance?

65 min podcast | April 2021

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