Focused Thinking

ボラティリティ

From hard policies to trade routes, the causes and effects of volatility are connected across the planet. To recognise the opportunities and risks, know how to pick the triggers to watch from the grey swans.

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金融政策 中央銀行

Korea: Japanification risks strike again

Despite a faster-than-expected recovery from the pandemic, structural headwinds are expected to result in lower economic growth in South Korea.

26 min VIDEO | May 2023

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金融政策 中央銀行

Fireside Chats - JPY Depreciation and the Possible Policy Risks

Our Japan economists share their thoughts on the recent JPY weakness and what we can expect ahead from policy makers.

27 min VIDEO | January 2023

マクロ経済

投資家の選別姿勢が強まる中での新興国の量的緩和の影響

主要新興国20ヶ国の中央銀行のバランスシートを分析し、それらの規模が2020年を通じてどのように急拡大したかを示す。

3 min READ | November 2020

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ボラティリティ

Fireside Chats – FX Insights: USD and CNY, how are 2 sides of different coins dealing with recent volatility?

How are FX markets dealing with the recent volatility?

3 min PODCAST | November 2020

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ボラティリティ

Fireside Chats – The world after Covid-19<br>行動変化と所得格差

In this episode of our Fireside Chats series, we are talking with Aichi Amemiya, our US Economist, on the world after Covid-19

3 min PODCAST | October 2020

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ボラティリティ

Fireside Chats - The 2020 US Election: What would a Biden win mean for the dollar?

What would the 2020 US election mean for FX markets?

18 min PODCAST | September 2020

地政学的考察

特集: コロナ後の世界<br>気候変動を無視できない理由

気候変動への対応を求める6つの理由を検証

4 min READ | August 2020