Videos

Argentina’s president-elect Javier Milei wants to scrap the Argentinian peso and adopt the US dollar in an attempt to end the inflation-plagued economy’s perma-crisis once and for all. But there are formidable practical difficulties that are likely to derail Milei’s plans.

Easing consumer inflation in October and a not too hot, not too cold jobs report have helped to extend a rally in US stock and bond markets. In this video interview, chief US economist Will Denyer looks behind the headline numbers to explore what the latest US data releases are really telling investors in US markets.

Hong Kong may not be the freewheeling city of yore, but is trying to effect a reboot that will again make it Asia’s premier international financial center. Tom Holland and Simon Pritchard assess where the offshore Chinese territory stands in its recovery from political protests, Covid isolation and a game-changing national security law which has crushed political dissent.

China’s economic growth momentum stabilized in the third quarter, but it remains fragile and at a weak level. In this video, Christopher Beddor discusses the Dragonomics team's latest quarterly macro chartbook, including the outlook for growth, the current state of the property market and the recent policy shift towards greater fiscal support.

Poland is lurching back to the center ground of European politics with a coalition led by the big beast Donald Tusk, expected to soon form a government. This is good news for architects of a closer European Union and is likely to benefit Poland’s economy.

In the wake of the Hamas attacks on Israel, Brent crude is trading at around US$87/bbl. That’s US$10/bbl lower than in late September. In this video interview, Tom Holland explores the reasons why the price of oil has failed to break through the US$100/bbl barrier and examines whether an escalation of the Gaza conflict could yet drive a painful spike in global prices.

As we enter October, historically a stormy season for financial markets, there are ominous signs that the recent steep sell-off in US treasury bonds is beginning to have an increasingly severe effect on other asset markets. In this video interview, Tan Kai Xian looks at which sectors of the stock market are most at risk and assesses the probability of a sharp rise in broad equity volatility accompanied by an abrupt fall in prices.

In the last two months, US treasury bonds have suffered another steep sell-off, with 10-year yields rising to their highest since 2007. In this video interview, Louis explores why the market is seeing another down-leg now, examines the implications and asks where, with major equity indexes under pressure, investors can seek safety amid the turbulence.

After August’s panic about a possible economic implosion in China has died down, Christopher Beddor offers a sober assessment of the current outlook. Growth momentum appears to be stabilizing, and the authorities are easing real estate market policy. However, the financial weakness of developers continues to put strains on less visible parts of the financial sector.

Five years ago, the effective ruler of Saudi Arabia, crown prince Mohammed bin Salman, was ostracized by Western nations as an international pariah. Today, MBS, as the prince is known, is in demand from all sides.

In this webinar Anatole Kaletsky and Will Denyer discussed the outlook for the US economy and markets over the next 18 months. Additionally, Charles Gave gave an update on the evolving international US dollar liquidity crisis.

China today is a major source of economic and geopolitical uncertainty. Its zero-Covid policy has a significant economic cost, the recovery of the property and tech sectors remains in doubt and the close relationship with Russia raises geopolitical questions. In this webinar, our team attempted to sort out these perplexities.

Amid a broad-based tightening of global financial conditions, there are fears that emerging markets as an asset class could get caught in the downdraft. Yet notably, EM assets have not underperformed those in developed markets; in the case of currencies, they have outperformed.

As crises have emerged, recent years have seen western policymakers weaponize everything from financial services provision to semiconductor production. This will have wide-ranging consequences for the relative performance of assets across the world.

Between rampant inflation, rising interest rates and high energy prices, the risk of recession is growing on both sides of the Atlantic. China may be stimulating its economy, but could get stuck in a liquidity trap. In this webinar our team assessed growth prospects across the world's major regions.

In this webinar, our analysts discussed Europe’s ominous-looking leading indicators and its hawkish central bank. Europe’s near-term economic future is in play, and this will have consequences for exchange rates, government funding costs and risk assets.

In this webinar, Louis-Vincent Gave, Anatole Kaletsky and Charles Gave discussed the drivers behind today’s challenging market conditions and offered a roadmap for what may come next.

Concerns about global growth are escalating amid rising inflation and tightening central banks. In this webinar, our global team examined the risks, region by region.

As Covid case numbers in China steadily fall and Shanghai promises to reopen, the question that emerges is whether the worst is over. In this week's webinar, our China team explained the shifting policy environment and discussed the risks to the economy and markets.

In this webinar, Will Denyer and Tan Kai Xian examined market moves so far this year to figure out whether US equities now have fallen enough to warrant going overwheight, and whether US treasury yields have risen enough to justify extending duration and/or placing recession bets.