Chetan Ahya: Has Inflation in Asia Peaked?
With the fight against inflation quieting down in many regions, Asia saw a relatively small step up in inflation. Will that leave 2023 open to the possibility of growth outperformance?----- Transcript...
5 Jan 20233min
Michael Zezas: Gridlock in the House of Representatives
The House of Representatives continues its struggle to appoint a new Republican Speaker. What should investors consider as this discord sets the legislative tone for the year?----- Transcript -----Wel...
4 Jan 20233min
Terence Flynn: The Next Blockbuster for Pharma?
As new weight management medications are being developed, might the obesity market parallel the likes of hypertension or high blood pressure to become the next blockbuster Pharma category?----- Transc...
3 Jan 20233min
End-of-Year Encore: 2023 Global Macro Outlook - A Different Kind of Year
Original Release on November 15th, 2022: As we look ahead to 2023, we see a divergence away from the trends of 2022 in key areas across growth, inflation, and central bank policy. Chief Cross Asset St...
30 Des 202211min
End-of-Year Encore: Global Thematics - What’s Behind India’s Growth Story?
Original Release on December 7th, 2022: As India enters a new era of growth, investors will want to know what’s driving this growth and how it may create once-in-a-generation opportunities. Head of Gl...
29 Des 20227min
End-of-Year Encore: Ellen Zentner - Is the U.S. Headed for a Soft Landing?
Original Release on December 2nd, 2022: While 2022 saw the fastest pace of policy tightening on record, has the Fed’s hiking cycle properly set the U.S. economy up for a soft landing in 2023?----- Tra...
28 Des 20224min
End-of-Year Encore: U.S. Outlook - What Are The Key Debates for 2023?
Original Release on November 22nd, 2022: The year ahead outlook is a process of collaboration between strategists and economists from across the firm, so what were analysts debating when thinking abou...
27 Des 202210min
End-of-Year Encore: U.S. Housing - How Far Will the Market Fall?
Original Release on November 17th, 2022: With risks to both home sales and home prices continuing to challenge the housing market, investors will want to know what is keeping the U.S. housing market f...
23 Des 20227min
