Economics
ASEAN: Border reopening 2.0 – Finally going somewhere
As Omicron subsides and travel restrictions ease, ASEAN countries have fast-tracked border re-openings
2 min read | April 2022
Focused Thinking
Focused Thinking
Economics
As Omicron subsides and travel restrictions ease, ASEAN countries have fast-tracked border re-openings
2 min read | April 2022
Economics
A conversation with Ms. Marisa Sukosol Nunbhakdi, President of Thai Hotels Association
60 min podcast | 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
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
Economics
Fed’s hawkish pivot will likely continue
68 min podcast | 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
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
Economics
We discuss our expectations from the FOMC and views on USD in the coming months.
27 min video | January 2022
Economics
Our Japan Macro and FX strategy team share their thoughts for Japanese markets in the year ahead
26 min video | January 2022
Central Banks
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