All Episodes

MacroBrew - NOK and SEK: Will Scandinavia Remain Under Pressure?

MacroBrew - Thailand: Who Will Form The Next Government?

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

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

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

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

Fireside Chats - Will the ECB be the Last Major Central Bank Hiking?

2023 Outlook: Tough Choices and Rolling with the Punches

Fireside Chats - The Big ECB and BOE Week

Fireside Chats – US: Soft CPI, Fed Implications and Politics

Fireside Chats – What Sways The Fed?

Fireside Chats - Hawkish BOE and UK Fiscal Policy to the Rescue?

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

Fireside Chats - Asia Insights: What a US recession means for Asia

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

Fireside Chats - US Recession Risks

Fireside Chats - Asia Insights: Taking the Temperature of Asia's Underlying Inflation

Fireside Chats - The ECB & BOE - Earlier and Faster Hikes?

Fireside Chats - Asia Insights: ASEAN Border Reopenings

Fireside Chats - French Elections: Could Le Pen Win?

Fireside Chats - JPY Depreciation and the Possible Policy Risks

Fireside Chats - Russia-Ukraine Crisis: Impact to US and European Economies

Fireside Chats - US Growth, Inflation, and The Fed Call

Fireside Chats - China's Zero COVID-19 Policy

Fireside Chats - The ECB, BOE, and RBA - Hikes ahead

Fireside Chats - The Covid-19 Endgame Part III: Global GDP Growth

Japanese Macroeconomic Outlook and Market Strategies for 2022

Fireside Chats – The Covid-19 Endgame Part II: Inequality

2022 Asia ex-Japan Economic Outlook: As the Tide Turns

Fireside Chats - 2022 Outlook: The heat is on... for now

Fireside Chats – Top FX and Rates Views in 2022

Fireside Chats – Asia Insights: Could Tourism in ASEAN Disappoint?

Fireside Chats - The Covid-19 Endgame

Fireside Chats – Asia Insights: Is Korea under threat of Japanification again?

Fireside Chats - US Insights: Higher Inflation Ahead

Fireside Chats – Europe Insights: Does the energy crisis mean higher inflation ahead?

Fireside Chats – APAC Tech Strategy: Growth opportunities in a post Covid-19 world

Fireside Chats – Japan Insights: Abenomics to Suganomics to…?

Fireside Chats – China Insights: Beijing's Volcker moment

Fireside Chats - Australia Insights: Antipodes at the mercy of another Covid-19 wave

Fireside Chats – ASEAN insights: Under pressure

Fireside Chats - China Insights: Targeted tightening and universal easing

Fireside Chats - UK insights: The Great Reopening

Fireside Chats - Cassandra: Our early warning indicator of financial crises

Fireside Chats - US Infrastructure: The Next Great Debate

Fireside Chats - FX Insights: 12 reasons why we expect a weaker JPY

Fireside Chats - US & European Insights: Inflation, how far will it go?

Fireside Chats - Japan Insights: Mid-year Macro Strategy Outlook

Fireside Chats - Asia Insights: Is the world out of chips?

Fireside Chats - Asia insights: Will China's North-South divide have multiple growth implications?

Fireside Chats: Asia Insights: The surge in India's Covid-19 cases, and its repercussions…

Fireside Chats - US Insights: Outlook for infrastructure and fiscal spending

Fireside Chats – Asia Insights: Prospects for Indonesian and ASEAN economies.

Fireside Chats – EM Insights: Which countries lie under the Damocles Sword?

Fireside Chats – FX Insights: RMB – Bullish beyond the year of the Ox?

Fireside Chats - BoJ and ECB Strategy Review: A New Direction?

Fireside Chats – The Wonder Down Under: Lessons on life without Covid-19

Fireside Chats - UK Insights: Will the UK be the underdog story of 2021?

Fireside Chats – Asia insights: How is Asia extending its lead in the race to recovery?

Fireside Chats - US Outlook: New Year, new President, new America?

Fireside Chats - 2021 Outlook: Global restoration, converting hope into reality.

Fireside Chats - 2021 Outlook: Asia, a year for Suganomics, China's growth, and good fortunes?

Fireside Chats - 2021 Outlook: Global FX Strategy, overcoming political hurdles.

Fireside Chats - ESG Insights: ESG's star performance in 2020, its role in bank capital issuance, & what's next?

Fireside Chats – Asia Insights: China's Dual Circulation Strategy; clear aim, tricky implementation.

Fireside Chats – Asia Insights: How do the Thai protests tie into the Thai economy?

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

Fireside Chats - The 2020 US Election: Initial results are in, but how's Joe biding his time?

Fireside Chats - The 2020 US Election: Less than a week to go, here's what to know

Fireside Chats – Euro Area Outlook: How is Europe riding the second wave of Covid-19?

Fireside Chats – Emerging Markets FX Insights: Is Indonesian 'helicopter money' keeping their economy aflight?

Fireside Chats – Cross Asset Desk Strategy: A market focused on the upside

Fireside Chats – The 2020 US Election: Trump vs Biden, who will be 'shut up' for good?

Fireside Chats – UK Outlook: Bracing for Brexit, BoE briefings, and brand new lockdowns.

Fireside Chats – The world after Covid-19: Behaviour changes, and income inequality.

Fireside Chats - Korea Outlook: What are structural shifts reshaping Korea's economy?

Fireside Chats – Japan Outlook: Abenomics without the Abe?

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

Fireside Chats - The 2020 US Election: Economic Policy under a Biden Administration?

Fireside Chats - The World After COVID-19: Have Governments and Investors reached their limits?

Fireside Chats - The World After COVID-19: Will Climate Change, food security and social life return to a new normal?

Fireside Chats - The EU recovery fund: The what, the why, the how?

Fireside Chats - Asia's Emerging Markets: The best of a bad bunch

Fireside Chats - The 2020 Presidential Election: What will it mean for markets?

Fireside Chats - Forecasting a second wave: Is mobility data the next tool in the fight against COVID19?

Fireside Chats - Supporting the bottom of the pyramid: How are Asia's Emerging Markets coping with the impact of COVID-19?

Fireside Chats - The Wonder Down Under: How have the Antipodes dealt with COVID-19?

Fireside Chats - What does the US Treasury Foreign Exchange report mean for FX markets?

Fireside Chats - US Updated Outlook: What's left in the FED's toolbox to fight COVID19?

Fireside Chats - Big stimulus in the pipeline, but China won't rescue the Global economy again.

Fireside chats - Europe's response to COVID19