Central Banks
MacroBrew - Fed’s hawkish pivot despite peaking inflation
We discuss our US inflation outlook and Fed’s continuing hawkish pivot.
71 min podcast | April 2022
Focused Thinking
Focused Thinking
Central Banks
We discuss our US inflation outlook and Fed’s continuing hawkish pivot.
71 min podcast | April 2022
Technology
Some of the biggest global investors including Japan's Government Pension Investment Fund are using computer algorithms to gain deeper insights into the ESG effectiveness of companies they invest in.
4 min read | April 2022
Sustainability
In this episode of ESG360, we discuss Europe’s plan to reduce its reliance on Russian fossil fuels and what that means for the energy transition
22 min video | April 2022
Economics
Our economist and desk strategists share their thoughts on the upcoming French presidential election with the first round this upcoming weekend.
26 min video | April 2022
Central Banks
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
Central Banks
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
Economics
Fed’s hawkish pivot will likely continue
68 min podcast | March 2022
Sustainability
We discuss the future of solar energy as pressure builds on countries to reach net zero emissions goals
15 min video | March 2022
Central Banks
Our US economists share their thoughts for US growth, inflation and the big call on the Fed meeting.
32 min video | March 2022
Central Banks
Our economists and desk strategist discuss their thoughts for the ECB, the BOE, the RBA and rates markets.
32 min video | February 2022
Central Banks
Our economists and desk strategist discuss their thoughts for the ECB, the BOE, the RBA and rates markets.
28 min video | February 2022
Sustainability
ESG is starting to influence the trading floor as desks from equities to currencies are being asked to justify their green credentials to win mandates.
3 min read | February 2022
Central Banks
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.
28 min video | February 2022
Rates
We discuss key events and themes to track in 2022, and how they might affect our views.
57 min video | January 2022