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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.
28 min video | February 2022
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
We discuss key events and themes to track in 2022, and how they might affect our views.
57 min video | January 2022
Charting the key trends shaping the world of sustainable finance as companies and countries strive to cut carbon emissions and make the world a fairer place.
28 min video | January 2022
Our Japan Macro and FX strategy team share their thoughts for Japanese markets in the year ahead
26 min video | January 2022
Covid-19 has exacerbated income inequality, which could slowly build to big surprises in politics and as a result dramatically impact markets.
Our strategists share their top FX and rates views in 2022
30 min podcast | December 2021
Looking into 2022 - what to expect
60 min video | December 2021
32 min podcast | December 2021
Why is tourism in ASEAN is likely to disappoint ahead?
22 min podcast | November 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
Inflation expected to go higher in the near future, but will it last?
28 min podcast | October 2021
The latest surge in energy prices and what it means for inflation?
26 min podcast | October 2021
