Focused Thinking
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
Economics
Just as India was crawling its way out of the pandemic, the conflict in Europe, a hawkish Fed and China shocks have reignited macro uncertainties.
5 min read | 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
Sustainability
We discuss recent developments in the EU's social taxonomy, how financial firms are managing climate risk and the ESG implications in Ukraine
24 min video | 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
Sustainability
Southeast Asia, a region prone to nature’s wrath, is accelerating efforts to lay down a classification system that will promote transparency around green activities.
5 min read | 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
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
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
Sustainability
Our guests discuss the EU’s controversial move to add natural gas and nuclear to its green taxonomy, and the increased issuance of social bonds driving change in Asia.
23 min video | 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
Central Banks
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