Focused thinking: 3 min read | July 2021
Our weekly updated overview highlights the key releases ... [Read more]
Focused thinking: 27 min podcast | July 2021
The UK's outlook following mass easing of Covid-1 ... [Read more]
Focused thinking: 38 min podcast | July 2021
Biden’s $1.2 trillion infrastructure plan, what to expect? ... [Read more]
Focused thinking: 29 min podcast | June 2021
Commodities and inflation are rising, how will they ... [Read more]
Focused thinking: 3 min read | June 2021
It is time for global investors to recognize ... [Read more]
Focused thinking: 35 min podcast | May 2021
We discuss the impact of this recent wave ... [Read more]
Focused thinking: 26 min podcast | May 2021
The Global semi-conductor chip shortage and impact to ... [Read more]
Focused thinking: 30 min podcast | May 2021
Focused thinking: 34 min podcast | April 2021
The surge in Covid-19, and it's impact on ... [Read more]
Focused thinking: 65 min podcast | April 2021
Which EM central banks are more at risk ... [Read more]
Focused thinking: 22 min podcast | April 2021
What are Biden's plans for growth this year? ... [Read more]
Focused thinking: 2 min read | April 2021
With factors such as a moderate 2020 stimulus ... [Read more]
Focused thinking: 27 min podcast | March 2021
Outlook for ASEAN economies. ... [Read more]
Focused thinking: 22 min podcast | March 2021
Which Emerging Markets are at risk of an ... [Read more]
Focused thinking: 30 min podcast | March 2021
We see two key longer-term factors supporting RMB ... [Read more]
Focused thinking: 43 min podcast | March 2021
How will the upcoming BoJ and ECB meetings ... [Read more]
Focused thinking: 3 min read | February 2021
Two countries – Egypt and Turkey – are ... [Read more]
Focused thinking: 31 min podcast | February 2021
What can we learn from Australia and New ... [Read more]
Focused thinking: 40 min podcast | January 2021
Will the vaccine rollout result in the comeback ... [Read more]
Focused thinking: 3 min podcast | January 2021
Why are Asian economies going to be the ... [Read more]
What does 2021 hold for the USA? ... [Read more]
Focused thinking: 4 min read | December 2020
The still-raging pandemic produced a unique recession in ... [Read more]
Focused thinking: 6 min read | December 2020
We are overall quite positive on the outlook ... [Read more]
Focused thinking: 39 min podcast | December 2020
Our Global outlook for 2021. ... [Read more]
Focused thinking: 30 min podcast | December 2020
What will 2021 mean for Asia's outlook? ... [Read more]
Focused thinking: 28 min podcast | December 2020
What will 2021 mean for FX markets? ... [Read more]
Focused thinking: 37 min podcast | December 2020
Focused thinking: 5 min read | December 2020
Absence of clear standards makes analyzing the financial ... [Read more]
Focused thinking: 3 min video | November 2020
Focused thinking: 3 min read | November 2020
Analysis of the rapid growth in 20 EM ... [Read more]
Focused thinking: 34 min video | November 2020
Focused thinking: 10 min read | November 2020
Following the recent US elections, we explore the ... [Read more]
Focused thinking: 3 min podcast | November 2020
How are FX markets dealing with the recent ... [Read more]
Focused thinking: 31 min podcast | November 2020
Our US Economics team on what to make ... [Read more]
Focused thinking: 3 min read | October 2020
With less than a week till Election Day ... [Read more]
Focused thinking: 3 min podcast | October 2020
Our European Economics team, discuss the key lessons ... [Read more]
Focused thinking: 26 min podcast | October 2020
Is Indonesian 'helicopter money' keeping their economy aflight? ... [Read more]
Focused thinking: 47 min podcast | October 2020
What's driving Global risk sentiment? ... [Read more]
In this episode of our Fireside Chats series ... [Read more]
Focused thinking: 17 min podcast | October 2020
We talk with Robert Dent, from our US ... [Read more]
Focused thinking: 56 min video | September 2020
Focused thinking: 31 min podcast | September 2020
Focused thinking: 17 min podcast | September 2020
With a change in leadership after the resignation ... [Read more]
Focused thinking: 18 min podcast | September 2020
What would the 2020 US election mean for ... [Read more]
Focused thinking: 5 min read | September 2020
Will the European Central Bank follow in the ... [Read more]
Focused thinking: 32 min podcast | September 2020
In this episode of our Fireside Chat series ... [Read more]
Focused thinking: 21 min podcast | August 2020
Have Governments and Investors reached their limits? ... [Read more]
Focused thinking: 21 min podcast | July 2020
Focused thinking: 18 min podcast | July 2020
The state of Asia's Emerging Markets and how ... [Read more]
Focused thinking: 3 min read | June 2020
Regulatory requirements, clients’ drive for efficiency, and the ... [Read more]
Focused thinking: 28 min podcast | June 2020
In our latest Fireside Chat episode we discuss ... [Read more]
Focused thinking: 18 min podcast | June 2020
Is mobility data the next tool in the ... [Read more]
Focused thinking: 16 min podcast | May 2020
In this week’s episode Euben Paracuelles discusses how ... [Read more]
Focused thinking: 18 min podcast | May 2020
How have the Antipodes navigated COVID19 so well ... [Read more]
Focused thinking: 4 min read | May 2020
Focused thinking: 9 min podcast | May 2020
Craig Chan our Global Head of FX Strategy ... [Read more]
Focused thinking: 20 min podcast | April 2020
Jordan Rochester and our Chief US Economist Lewis ... [Read more]
Focused thinking: 24 min podcast | April 2020
In this episode of our Fireside podcast series ... [Read more]
Focused thinking: 19 min podcast | April 2020
Our Chief Euro Area Economist George Buckley and ... [Read more]
Focused thinking: 1 min read | January 2020
We expect upstream companies to be more attractive ... [Read more]
How will the UK fair amongst some Brexit ... [Read more]
Focused thinking: 2 min video | January 2020
Focused thinking: 1 min video | December 2019
Focused thinking: 4 min read | November 2019
NAM’s Innovation Lab Department and the Graduate School ... [Read more]
Client demands for speed and efficiency, coupled with ... [Read more]
Focused thinking: 5 min read | October 2019
Expectations are growing that the BOJ will decide ... [Read more]
Focused thinking: 2 min read | July 2019
The policy reaction function of many of the ... [Read more]
Focused thinking: 3 min podcast | July 2019
Damocles is based on a noise-to-signals approach in ... [Read more]
Focused thinking: 9 min video | April 2019
| February 2019
Focused thinking: 2 min video | December 2018
Focused thinking: 0 min video | December 2018
Focused thinking: 4 min video | December 2018
Focused thinking: 3 min video | December 2018
Focused thinking: 3 min read | November 2018
Oil prices have fallen sharply. This drop, if ... [Read more]
Focused thinking: 4 min read | November 2018
How X-Elio completed Japan’s largest solar sale – ... [Read more]
Case study: 1 min read | September 2018
As mainstream markets evolve, structured products that focus ... [Read more]
Focused thinking: 2 min read | September 2018
The ongoing investment recovery in Thailand is likely ... [Read more]
Focused thinking: 3 min read | September 2018
Despite the lessons learned from past crises, currency ... [Read more]
Focused thinking: 2 min read | August 2018
What are some of the patterns in Asia ... [Read more]
Focused thinking: 1 min read | June 2018
Owing to the recent dollar move, we revisit ... [Read more]
Focused thinking: 8 min podcast | May 2018
Goldilocks economic conditions of strong growth and low ... [Read more]
Focused thinking: 2 min read | May 2018
Upcoming presidential elections in Brazil will continue having ... [Read more]
Focused thinking: 2 min read | April 2018
Trade has played a critical role in the ... [Read more]
Focused thinking: 1 min video | April 2018
Focused thinking: 1 min read | April 2018
In this study, our economists assess the impact ... [Read more]
Focused thinking: 2 min read | February 2018
The National Pension Service (NPS) is Korea’s social ... [Read more]
Focused thinking: 6 min read | November 2017
Rising interest rates present challenges for both investors ... [Read more]
Focused thinking: 6 min video | August 2017
Focused thinking: 11 min podcast | August 2017
Our Asia economists present their scorecard of 2 ... [Read more]
Focused thinking: 3 min read | January 2017
Recent geopolitical volatility has had dramatic repercussions in ... [Read more]