Central Banks
The Risk of EM Central Bank Overreach
Which EM central banks are more at risk of falling behind the curve and of greater fiscal dominance?
65 min podcast | April 2021
Focused Thinking
Focused Thinking
Central Banks
Which EM central banks are more at risk of falling behind the curve and of greater fiscal dominance?
65 min podcast | April 2021
Economics
What are Biden's plans for growth this year?
22 min podcast | April 2021
Emerging Markets
Outlook for ASEAN economies.
27 min podcast | March 2021
Emerging Markets
Which Emerging Markets are at risk of an exchange rate crisis?
22 min podcast | March 2021
Volatility
We see two key longer-term factors supporting RMB appreciation.
30 min podcast | March 2021
Central Banks
How will the upcoming BoJ and ECB meetings impact monetary policy strategy and markets?
43 min podcast | March 2021
Economics
What can we learn from Australia and New Zealand on life without Covid-19.
31 min podcast | February 2021
Central Banks
With the return of fiscal activism, the baton of driving growth has passed from monetary policy to fiscal policy.
27 min podcast | February 2021
Economics
Will the vaccine rollout result in the comeback story of 2021?
40 min podcast | January 2021
Emerging Markets
Why are Asian economies going to be the outperformers of 2021?
3 min podcast | January 2021
Economics
What does 2021 hold for the USA?
3 min podcast | January 2021
Focused thinking
Our Global outlook for 2021.
39 min podcast | December 2020
Emerging Markets
What will 2021 mean for Asia's outlook?
30 min podcast | December 2020
Volatility
What will 2021 mean for FX markets?
28 min podcast | December 2020