Focused Thinking

Central Banks

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Central Banks

MacroBrew - The ECB and BoE: Fighting for The Last Hike

In this MacroBrew fireside, we discuss whether the ECB will really defy market pricing and look to raise rates above 4% this year, and what risks we should watch out for in Europe in 2023.

18 min video | April 2023

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Central Banks

MacroBrew - US Debt Limit: Is It Worse Than 2011?

We discuss the US debt limit and what economic and monetary policy impact the uncertainty could have, as well as political risks and what it means for FX and rates markets.

47 min video | April 2023

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Central Banks

MacroBrew - US: Is the Strong Data a Macro Game Changer or a Fade?

Our Cross-Asset Macro Strategist discusses whether the strong US data is a macro game changer.

42 min video | March 2023

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Central Banks

MacroBrew - How Fast Has China's Reopening Been So Far?

Our Chief China Economist from the Asia economics team discusses whether China’s reopening is running full steam ahead.

28 min video | February 2023

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Central Banks

MacroBrew: Will the ECB be the Last Major Central Bank Hiking?

In this episode, we discuss European growth and the ECB policy outlook.

27 min video | January 2023

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Central Banks

MacroBrew – 2023 Outlook: Tough Choices and Rolling with the Punches

In this episode of our Fireside Chats podcast series, we talk with Rob Subbaraman, Global Head of Macro Research, and Sonal Varma, Chief Economist India & AEJ, on the 2023 outlook.

33 min video | December 2022

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Central Banks

MacroBrew – The Big ECB and BOE Week

In this episode, we discuss this week's ECB and BOE meetings, and their views against a growth and inflation backdrop.

18 min video | December 2022

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Central Banks

MacroBrew – US: Soft CPI, Fed Implications and Politics

In this episode, we explore what the weak CPI number means for the Fed, markets, and a recap on the midterms elections

31 min video | November 2022

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Central Banks

MacroBrew – What Sways The Fed?

In this episode, we explore the recent moves in US markets, the softer US data and their Fed call.

27 min video | October 2022

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Central Banks

MacroBrew - Hawkish BOE and UK Fiscal Policy to the Rescue?

In this episode, we explore the impact of UK energy and fiscal policy on markets amidst global growth concerns.

38 min video | September 2022

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Central Banks

MacroBrew - A Much More Hawkish ECB, Where Will It End?

Our European Economics team discuss what the hawkish turn from the European Central Bank means for the Euro Area and risks around the outlook.

26 min video | September 2022

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Central Banks

MacroBrew - Japan: Will the BOJ Give Up on Yield Curve Control?

Our Japan economist and Global Macro strategist share their thoughts on how recent market conditions impact Japan and the BOJ's policy around yield curve control

26 min video | July 2022

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