The Fed’s commitment to restoring price stability will likely push the economy into a downturn
33 min podcast | June 2022
Fed’s pace of rate hikes this year will depend on inflation
2 min read | June 2022
Our economist and desk strategist share thoughts on the materially new hawkishness from the ECB and the hot and cold approach of the Bank of England to monetary policy.
28 min video | May 2022
We discuss our US inflation outlook and Fed’s continuing hawkish pivot.
71 min podcast | April 2022
The Fed and markets are reaching a potential inflection point. Fed participants are shifting towards a view that restrictive rates, beyond what they and markets have previously anticipated, will be needed to slow inflation. These conditions create an elevated risk of a mild recession in 2024.
60 min podcast | April 2022
Our Japan economists share their thoughts on the recent JPY weakness and what we can expect ahead from policy makers.
26 min video | April 2022
Our US economists share their thoughts for US growth, inflation and the big call on the Fed meeting.
32 min video | March 2022
We discuss impact of Covid-19 and fiscal response, outlook for fiscal sustainability in Korea and likely fiscal policy scenarios after the Presidential Elections.
58 min podcast | February 2022
Our economists and desk strategist discuss their thoughts for the ECB, the BOE, the RBA and rates markets.
32 min video | February 2022
28 min video | February 2022
The impact of Covid-19 on PGG varies across countries with emerging markets seem to be recovering from the pandemic at a slower pace than the advanced economies and thus appear more vulnerable to scarring effects and lower global potential GDP growth.
We discuss the BOJ’s policy stance, the path forward and the “noise” around monetary policy as global inflationary pressures build.
44 min podcast | January 2022
Covid-19 has exacerbated income inequality, which could slowly build to big surprises in politics and as a result dramatically impact markets.
28 min video | January 2022
Our strategists share their top FX and rates views in 2022
30 min podcast | December 2021
