Focused Thinking

Volatility

From hard policies to trade routes, the causes and effects of volatility are connected across the planet. To recognise the opportunities and risks, know how to pick the triggers to watch from the grey swans.

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Central Banks

Fireside Chats – 2023 Outlook: Tough Choices and Rolling with the Punches

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

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Central Banks

Fireside Chats – The Big ECB and BOE Week

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

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Central Banks

Fireside Chats – US: Soft CPI, Fed Implications and Politics

In this episode, we explore what the weak CPI number means for the Fed, markets, and a recap on the midterms elections

31 min video | November 2022

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Central Banks

Fireside Chats – What Sways The Fed?

In this episode, we explore the recent moves in US markets, the softer US data and their Fed call.

27 min video | October 2022

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Central Banks

Fireside Chats - Hawkish BOE and UK Fiscal Policy to the Rescue?

In this episode, we explore the impact of UK energy and fiscal policy on markets amidst global growth concerns.

38 min video | September 2022

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Central Banks

Fireside Chats - A Much More Hawkish ECB, Where Will It End?

Our European Economics team discuss what the hawkish turn from the European Central Bank means for the Euro Area and risks around the outlook.

26 min video | September 2022

Emerging Markets

Russian Invasion of Ukraine to Turbocharge Renewables Deals

The Russian invasion of Ukraine could provide the 'jolt' that gives renewables the scale needed to deliver the EU’s climate policies

2 min read | May 2022

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Economics

Fireside Chats - 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

Fireside Chats – 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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Volatility

Fireside Chats - 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

Fireside Chats – 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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Volatility

Fireside Chats – 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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