Videos

Interviews

 
Video: Musical Chairs At The Fed

Video: Musical Chairs At The Fed

13 Oct 2021
After the resignation of two regional Federal Reserve branch presidents over potential conflicts of interest, the knives are out in Washington for Jay Powell. In this video interview, Will assesses what personnel changes at the Fed may mean for the trajectory of US monetary policy and for the Fed’s role as US banking supervisor.
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Video: Entente Discordiale

Video: Entente Discordiale

8 Oct 2021
As if a tight labor market, rising inflation and widespread fuel shortages weren’t enough to contend with, the United Kingdom is also seeing a sharp deterioration in its relations with the European Union, and France especially. Nick examines what worsening cross-Channel relations could mean for the economies of the UK and EU.
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Video: The Divergence In Central Banking

Video: The Divergence In Central Banking

28 Sep 2021
A material difference has opened up in both the actions and signaling of global central banks, as they exit from pandemic-era monetary policy settings. On the hawkish side is the likes of the Federal Reserve and on the dovish side the European Central Bank and a raft of Asian policymakers. The question is who could be on the verge of making a policy mistake.
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Video: Asia’s Diverging Covid Strategies

Video: Asia’s Diverging Covid Strategies

23 Sep 2021
Asian economies are often lumped into the collective bucket of following “zero-Covid” elimination strategies. That has certainly been the case in most of the region’s big economies. However, there is increasingly an impetus by the better-vaccinated countries to fully reopen. Vincent surveys the landscape and draws some conclusions regarding preferred currency plays.
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Video: Cryptos, NFTs And CyberPunks

Video: Cryptos, NFTs And CyberPunks

16 Sep 2021
As investors have flipped between euphoria and dejection over the future of crypto-currencies and related digital assets, prices have had a crazy ride. In this video Will outlines a framework for thinking about valuations. Even if digital art sold as NFTs sticks around, the basic economics of their use case means they probably won't be great stores of value.
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Video: The Economics Of Germany's Election

Video: The Economics Of Germany's Election

10 Sep 2021
Ahead of Germany’s election in a couple of weeks, the center-left Social Democratic Party has recently climbed up the polls to eclipse the previously dominant Christian Democratic Union. If the polling is right, the SPD is likely to form a coalition government with Germany’s smaller parties. Nick breaks out the tea leaves to see what a political shift is likely to mean.
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Video: The Implications Of Afghanistan

Video: The Implications Of Afghanistan

3 Sep 2021
In the same week that the US military completed its chaotic withdrawal from Afghanistan, President Joe Biden outlined a more contained doctrine for US foreign policy. In this video interview, Yanmei argues against a declinist view of the Kabul dash for the exit, contending that the longer-term impact may be a much-needed reset of the American imperial project.
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Video: India Backs Off Foreigner Tax

Video: India Backs Off Foreigner Tax

11 Aug 2021
India has been a tough place for multinationals to make big capital investments. Just this week the country’s highest court cleared the way for anti-trust action against Amazon and Walmart’s online retail platforms. However, a counter-trend move has been the government backing away from a retrospective tax that has been deployed against foreign investors.
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Video: A Healing US Labor Market

Video: A Healing US Labor Market

5 Aug 2021
Since the depths of the pandemic, the US labor market has recovered remarkably quickly. A key question for investors is how long strong job creation can be sustained before upward wage pressure returns. Ahead of Fridays’ payrolls report, Kai Xian outlines the key drivers of the US labor market.
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Video: The Semiconductor Crunch And Asian Exports

Video: The Semiconductor Crunch And Asian Exports

29 Jul 2021
Apple's Tim Cook warned investors that it would face microchip shortages in the second half of the year. Yet last week, Taiwan Manufacturing Semiconductor said that it saw an abatement of the great chip shortage. In this video interview, Vincent seeks to reconcile these two statements, and explain what it all means for Asian exports.
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Events

 
Webinar: What's Behind China's Internet Crackdown?

Webinar: What's Behind China's Internet Crackdown?

16 Jul 2021
China's authorities have aggressively tightened regulation of the formerly free-wheeling internet sector. In this webinar, Gavekal RedTech principal Michael Clendenin joined Gavekal Dragonomics's Ernan Cui and Thomas Gatley to analyze the government's motives in the ever-widening crackdown, forecast the next regulatory moves and explain how investors can navigate the risks.
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Webinar: China's Conflicting Pressures In The Second Half

Webinar: China's Conflicting Pressures In The Second Half

9 Jul 2021
China is entering the second half of 2021 with its strong post-Covid economic momentum still intact, despite policymakers staying consistently hawkish on debt and property. In this webinar Wei He, Rosealea Yao and Thomas Gatley outlined how these conflicting pressures will play out over the rest of the year, and discussed the potential for an easing of the policy stance.
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Webinar: Can Things Really Keep Getting Better?

Webinar: Can Things Really Keep Getting Better?

2 Jul 2021
The US economy continues to break growth records as it reopens and other big regions may be set to go the same way, while Asia continues to prosper from a strong export outlook. The question is not whether the world economy slumps back into a funk, but whether growth expectations are now set too bullish.
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Webinar: Can Europe Normalize?

Webinar: Can Europe Normalize?

25 Jun 2021
In yesterday's webinar, Cedric and Nick assessed the risks and opportunities associated with Europe's economic reopening, the effectiveness of the new Recovery Fund backed by mutualized debt, and the signs heading into a new political season in which Euroskeptic parties stand to do well.
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Webinar: The Market Impact Of US Policymakers

Webinar: The Market Impact Of US Policymakers

18 Jun 2021
In yesterday’s webinar, our team of US analysts considered what the Federal Reserve's tentative moves to normalize monetary policy means for growth and asset values. They also offered updates on US fiscal policy and anti-trust developments.
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Webinar: The Risk To Emerging Markets

Webinar: The Risk To Emerging Markets

11 Jun 2021
In yesterday's webinar, Udith Sikand, Vincent Tsui and Tom Miller weighed up the risks of capital flight from emerging markets as the Federal Reserve again starts talk of tapering. They focused on the different outlook for Asian exporting powerhouses and commodity producers, and discussed India, which is emerging from a severe second wave of Covid-19.
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Webinar: Global Investment Roundtable, June 2021

Webinar: Global Investment Roundtable, June 2021

4 Jun 2021
The big question is still about how durable the current burst of inflation will prove to be. Anatole and Louis joined Arthur to debate this—and everything else going on in the world economy—at our monthly global investment roundtable.
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Webinar: The Commodity Spiral

Webinar: The Commodity Spiral

28 May 2021
Global commodity prices have been on a tear in recent weeks due to strong global growth prospects and constricted supply. The macro picture, however, is murky, with China simultaneously being the driver of soaring iron ore prices while moving to tighten controls over property and infrastructure spending. Rosealea and Louis explained the overall outlook for metals and energy.
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Webinar: Inflation And Its Global Impacts

Webinar: Inflation And Its Global Impacts

21 May 2021
Markets have been roiled by rising US inflation that seems to be returning sooner than expected, and similar inflationary dynamics are starting to be seen in Europe. Our team of analysts addressed the inflation outlook in the US, Europe and emerging markets, and offered views on what it means for asset prices in these markets.
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Webinar: The Semiconductor Endgame

Webinar: The Semiconductor Endgame

14 May 2021
It is increasingly clear that shortages of semiconductors are both more widespread and intractable than first thought. In the near term, the fear is of cascading disruption along the Asian electronics value chain. In the medium term, however, it is possible that massive supply responses create a glut of chips that causes prices to eventually crater.
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