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We discuss our US inflation outlook and Fed’s continuing hawkish pivot.
71 min podcast | April 2022
A conversation with Ms. Marisa Sukosol Nunbhakdi, President of Thai Hotels Association
60 min podcast | April 2022
In this episode of ESG360, we discuss Europe’s plan to reduce its reliance on Russian fossil fuels and what that means for the energy transition
22 min video | April 2022
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
The Fed and markets are reaching a potential inflection point. Fed participants are shifting towards a view that restrictive rates, beyond what they and markets have previously anticipated, will be needed to slow inflation. These conditions create an elevated risk of a mild recession in 2024.
Our Japan economists share their thoughts on the recent JPY weakness and what we can expect ahead from policy makers.
We discuss recent developments in the EU's social taxonomy, how financial firms are managing climate risk and the ESG implications in Ukraine
24 min video | March 2022
Fed’s hawkish pivot will likely continue
68 min podcast | March 2022
We discuss the future of solar energy as pressure builds on countries to reach net zero emissions goals
15 min video | March 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
Our guests discuss the EU’s controversial move to add natural gas and nuclear to its green taxonomy, and the increased issuance of social bonds driving change in Asia.
23 min video | February 2022
