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
Our US economists share their thoughts for US growth, inflation and the big call on the Fed meeting.
32 min video | March 2022
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
Our economists and desk strategist discuss their thoughts for the ECB, the BOE, the RBA and rates markets.
32 min video | February 2022
28 min video | February 2022
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.
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
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
Our strategists share their top FX and rates views in 2022
30 min podcast | December 2021
The endgame of Covid-19 leaves economists in a challenging position; in many ways, the outlook is more complicated now than it was at the onset of the pandemic.
28 min video | November 2021
Despite a faster-than-expected recovery from the pandemic, structural headwinds are expected to result in lower economic growth in South Korea.
28 min video | October 2021
The latest surge in energy prices and what it means for inflation?
26 min podcast | October 2021
The ECB looks set to conclude its pandemic response program (PEPP) and step up its asset purchasing program (APP) in its stead.
5 min read | September 2021
The Indonesian government has introduced more stringent measures to tackle the resurgence of Covid-19 cases amid the spread of the delta variant and low vaccination rate.
2 min read | August 2021
