Our weekly updated overview highlights the key releases of global economic market data from around the globe and provides an economic outlook for 2023 by region.
3 min read | December 2023
We now expect the Euro Area and UK to fall into recession. The latest survey data have been particularly weak, and lags in monetary policy, rising bankruptcies, plummeting demand for lending, and a poor global backdrop, all suggest it is only a matter of time until a recession materialises.
4 min read | September 2023
Europe’s efforts to build up natural gas stores look set to pay dividends and shield it from supply shortages if a cold winter sets in.
3 min read | September 2023
In this episode of our MacroBrew fireside podcast series, we talk with George Moran from the European Economics team about Norway and Sweden with their currencies trading near multi-year lows.
3 min read | May 2023
In this MacroBrew fireside, we talk with Charnon Boonnuch from the Asia Economics team about Thailand after its recent election results.
26 min video | May 2023
In this MacroBrew fireside, we discuss whether the ECB will really defy market pricing and look to raise rates above 4% this year, and what risks we should watch out for in Europe in 2023.
18 min video | April 2023
We discuss the US debt limit and what economic and monetary policy impact the uncertainty could have, as well as political risks and what it means for FX and rates markets.
47 min video | April 2023
Our Cross-Asset Macro Strategist discusses whether the strong US data is a macro game changer.
42 min video | March 2023
With the ECB far from done on raising interest rates and government debt levels higher than they were before the last sovereign debt crisis, this is an issue at the forefront of many investors’ and no doubt central bankers’ minds.
3 min read | March 2023
Nomura’s Hans-Peter Schoech, Head of Structured Rates Trading EMEA, and Ali Khan Head of Rates Options Trading, EMEA and North America explain how the uncertain macro environment has created interesting opportunities for convexity hedging.
3 min read | February 2023
In this episode, we discuss European growth and the ECB policy outlook.
27 min video | January 2023
In this episode of our Fireside Chats podcast series, we talk with Rob Subbaraman, Global Head of Macro Research, and Sonal Varma, Chief Economist India & AEJ, on the 2023 outlook.
33 min video | December 2022
In this episode, we discuss this week's ECB and BOE meetings, and their views against a growth and inflation backdrop.
18 min video | December 2022