Videos

Interviews

Video: Opening To What?

Video: Opening To What?

23 Sep 2022
Hong Kong is finally moving towards reopening to the wider world, if not yet to mainland China. Yet Hong Kong’s economy and assets are getting squeezed by higher US interest rates imported via the Hong Kong dollar’s peg to the US dollar. In this interview, Vincent examines the different forces at work driving Hong Kong’s macro and markets.
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Video: What Ethereum's Merge Means

Video: What Ethereum's Merge Means

16 Sep 2022
On Thursday the Ethereum blockchain underwent the “merge”, moving from a proof-of-work based system to proof-of-stake. This cut its energy usage by -99.9% and slashed the issuance of new ether. Will explains what that means for ether’s in-universe money supply, and how it might make the cryptocurrency more attractive to investors, or spenders.
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Video: Why The Yen's Slide Matters

Video: Why The Yen's Slide Matters

8 Sep 2022
In the last six weeks the Japanese yen has fallen over -8% against the US currency to more than ¥140 to the US dollar. In this video interview, Louis examines the causes of the yen’s fall and explores the potential consequences for investors.
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Video: The Quirinale Question

Video: The Quirinale Question

14 Jan 2022
The possibility that Italian prime minister Mario Draghi could be installed as the country’s largely ceremonial president when parliament chooses a new head of state next month has raised fears of a new period of political instability. In this video interview, Nick Andrews assesses the implications for Draghi’s ongoing structural reform program, and for Italian asset prices.
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Video: The Case For US Bank Stocks

Video: The Case For US Bank Stocks

7 Jan 2022
As the Federal Reserve dials back its quantitative easing program, the US economy is back to relying on banks as the main agents of credit creation. And as US yields move higher, Will is convinced that large-cap bank stocks offer one of the best bets in the US market. In this video interview, he explains why.
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Video: The Struggle For Self-Sufficiency

Video: The Struggle For Self-Sufficiency

17 Dec 2021
US efforts to slow the development of China’s domestic semiconductor industry through export bans on US-origin technology has duly stymied its leading chipmakers. As a result, Beijing is working hard to achieve some form of technological self-sufficiency. In this interview, Gavekal Fathom China’s Tilly Zhang outlines two prongs of the effort.
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Video: Pricing French Political Risk

Video: Pricing French Political Risk

10 Dec 2021
With four months to go before France’s 2022 presidential election, the lion’s share of publicity has so far been captured by the populist rightCedric assesses whether a right-wing Euroskeptic could really capture the Elysée palace come April, to what extent polling gains by populist candidates icould destabilize Europe’s financial markets.
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Video: The State Of The US Economy

Video: The State Of The US Economy

1 Dec 2021
With US inflation way above target, the Federal Reserve is considering a faster than initially planned wind down to its asset purchases. In this video interview, Will examines the US’s inflationary dynamic and assesses the impact that a renewed Covid outbreak could have on the growth outlook and markets.
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Video: Russia And The European Energy Equation

Video: Russia And The European Energy Equation

24 Nov 2021
The sharp rise this year in European energy prices has been widely attributed to Russia, which has declined to increase near-term supplies of natural gas to Europe in line with the region’s demand growth. Nick examines the incentives guiding Moscow’s decisions and explores the potential impact of Russia’s choices on Western Europe’s inflation and growth outlook.
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Video: The Conflicting Signals In US Consumption

Video: The Conflicting Signals In US Consumption

17 Nov 2021
The US recorded continued strong retail sales growth in October. But more forward-looking surveys are showing a deep deterioration in consumer sentiment as gasoline prices have risen to seven-year highs, acting as an effective tax on households’ discretionary spending power. In this video interview, KX weighs these conflicting forces to assess the outlook for US consumer demand in 2022.
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Events

 
Webinar: Europe's Dislocated Recovery

Webinar: Europe's Dislocated Recovery

29 Oct 2021
Europe is in the grips of an energy crisis that is disrupting multiple industries and acting as an effective tax on consumption. In addition to broader supply chain bottlenecks, the worry is that these factors choke off Europe's nascent economic recovery. In this webinar our team of analysts assess these dynamics.
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Webinar: What To Expect As The Fed Tapers

Webinar: What To Expect As The Fed Tapers

22 Oct 2021
The Federal Reserve is planning to wind down its creation of artificial savings just as the US net national savings rate has ticked lower and the Treasury is preparing to rebuild its depleted cash balances. Will and KX set out what these all these shifts—as well as rising inflation, tightening labor markets and deteriorating housing affordability—mean for US stock and bond markets.
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Webinar: China’s Policy Trajectory

Webinar: China’s Policy Trajectory

15 Oct 2021
China’s leaders capitalized on the country’s post-Covid boom by pursuing reforms that further Xi Jinping’s political goals. These have resulted in hits to both economic growth and financial markets. In this webinar, Andrew unpicks these developments and explains why he thinks no U-turn in the broad policy approach is likely.
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London Seminar — September 2021

London Seminar — September 2021

8 Oct 2021
In our recent London seminar, Thomas Gatley addressed China's changed business environment and Tom Miller unpicked US-China geopolitical tensions. Charles Gave and Anatole resumed their dialogue about the future of the world economy in their first in-person sparring session since the pandemic started.
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Webinar: Global Investment Roundtable, October 2021

Webinar: Global Investment Roundtable, October 2021

8 Oct 2021
In Thursday's Global Investment Roundtable, Louis argued that shortages of everything from microchips to natural gas are structural in nature and augur a radical change in the investing environment. Anatole, in contrast, said that current supply disruptions are likely transitory and the inflation panic should pass relatively soon.
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Webinar: Having It Both Ways In Emerging Markets

Webinar: Having It Both Ways In Emerging Markets

1 Oct 2021
The question for emerging market policymakers is: do they follow the Federal Reserve and tighten monetary policy in anticipation of "taper tantrum II"? Or do they, instead, try and stimulate their weakened economies by keeping money cheap and hope this does not prompt a disorderly exit of capital?
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Webinar: European Course Correction, Or Steady On Ahead?

Webinar: European Course Correction, Or Steady On Ahead?

24 Sep 2021
Germans will soon go to the polls, while the European Central Bank has denied media reports that it is considering raising interest rates early. In other words, there is no shortage of news and events that may make markets jittery. In this webinar our Europe team attempt to make sense of it all and plot Europe’s likely fiscal and monetary course.
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Webinar: The Evergrande Crisis

Webinar: The Evergrande Crisis

23 Sep 2021
Markets have reacted violently to China Evergrande Group starting to default on US$300bn of obligations. The worry is that a disorderly failure causes a systemic crisis that dents Chinese growth and upends other emerging markets. Our team of analysts think such a chaotic denouement is unlikely and a managed solution remains the most likely outcome. In this webinar, they explain their thinking.
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Webinar: Questions Arise As US Growth Slows

Webinar: Questions Arise As US Growth Slows

17 Sep 2021
As renewed Covid outbreaks curtail activity and the labor market starts to normalize, the US economy is no longer generating big upside growth surprises. Will the Federal Reserve defer its retreat from super-easy monetary policy, and what will come of the Biden administration's fiscal strategy?
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Webinar: Understanding China's Regulatory Crackdown

Webinar: Understanding China's Regulatory Crackdown

10 Sep 2021
Even by China’s high standards, 2021 has seen an extraordinary amount of government intervention in the economy, as top leader Xi Jinping moves aggressively to implement his vision of national greatness. In this webinar our China team assess the impact on the economy and markets, and discuss what could cause this crackdown to pause or reverse.
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