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.
Emerging Markets
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MacroBrew – Asia Insights: Prospects for Indonesian and ASEAN economies.

Outlook for ASEAN economies.

27 min podcast | March 2021

Emerging Markets
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MacroBrew – EM Insights: Which countries lie under the Damocles Sword?

Which Emerging Markets are at risk of an exchange rate crisis?

22 min podcast | March 2021

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Volatility

MacroBrew – FX Insights: RMB – Bullish beyond the year of the Ox?

We see two key longer-term factors supporting RMB appreciation.

30 min podcast | March 2021

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Central Banks

MacroBrew - BoJ and ECB Strategy Review: A New Direction?

How will the upcoming BoJ and ECB meetings impact monetary policy strategy and markets?

43 min podcast | March 2021

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Economics

MacroBrew – The Wonder Down Under: Lessons on life without Covid-19

What can we learn from Australia and New Zealand on life without Covid-19.

31 min podcast | February 2021

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Central Banks

India Budget: In Fiscal Activism, India Takes a Chance on Growth

With the return of fiscal activism, the baton of driving growth has passed from monetary policy to fiscal policy.

27 min podcast | February 2021

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Economics

MacroBrew - UK Insights: Will the UK be the underdog story of 2021?

Will the vaccine rollout result in the comeback story of 2021?

40 min podcast | January 2021

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Emerging Markets

Fireside Chats – Asia insights: How is Asia extending its lead in the race to recovery?

Why are Asian economies going to be the outperformers of 2021?

3 min podcast | January 2021

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Economics

Fireside Chats - US Outlook: New Year, new President, new America?

What does 2021 hold for the USA?

3 min podcast | January 2021

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Fireside Chats: 2021 Outlook – Global restoration, converting hope into reality.

Our Global outlook for 2021.

39 min podcast | December 2020

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Emerging Markets

Fireside Chats: 2021 Outlook – Asia, a year for Suganomics, China’s growth, and good fortunes?

What will 2021 mean for Asia's outlook?

30 min podcast | December 2020

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Volatility

Fireside Chats: 2021 Outlook - Global FX Strategy, overcoming political hurdles.

What will 2021 mean for FX markets?

28 min podcast | December 2020

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Economics

Fireside Chats: ESG Insights – ESG’s star performance in 2020, its role in bank capital issuance, & what’s next?

After a record year of issuance, what's next for ESG?

37 min podcast | December 2020

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Emerging Markets

Fireside Chats – Asia Insights: China’s Dual Circulation Strategy; clear aim, tricky implementation.

Is China becoming more self-sufficient?

3 min video | November 2020

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