How to talk to your dog about 30-year JGBs
Gaurav, Denise, and Stefan get together to discuss what drove Asia-Pacific in 2025 and what lies ahead in 2026. Exports surprised on the upside, with China posting a record $1.2 trillion trade surplus...
27 Jan 37min
Could Greenland derail European growth?
Gaurav is joined by Barbara, Andrew and Kamil for a deep dive discussion on the European outlook. Will 2026 be the year that euro zone growth finally picks up momentum? The team offer a number of reas...
20 Jan 52min
From Tariffs to Territorial Expansion
Gaurav and the GEU team unpack the key risks facing the global economy in 2026, but it soon becomes clear that economic forces risk being sidelined by geopolitics. How will the extraordinary U.S. acti...
13 Jan 1h 11min
Jingle Bells, China Sells
Andrew, Barbara, Denise, and Stefan join Gaurav for a festive deep dive into global manufacturing. They explore how China became the world’s workshop, climbing the value chain and reshaping the develo...
23 Dec 202555min
Globalisation Remains a Powerful Force
Professor Kazuto Suzuki of the University of Tokyo, and Director of the Institute of Geoeconomics joins GEU to discuss the future of globalisation. A wide-ranging discussion ensues which looks back ov...
16 Dec 20251h 12min
Europe Roundup: Growth Perks Up as Russia-Ukraine Talks Stall
Gaurav and the EMEA team return to unpack a busy few weeks of economic and geopolitical news. The latest data suggest the euro zone economy is showing signs of life, but the continued reluctance of co...
9 Dec 202559min
U.K. Budget Blues
Gaurav is joined by Andrew and David to unpack the economic implications of the U.K. budget. After weeks of speculation and rumours of painful tax hikes, the government’s latest fiscal plans imply a l...
2 Dec 202540min
Where Things Are Made and Where Things Are Bought
Gaurav, Denise and Stefan unpack U.S. President Trump’s late-October swing through Asia and what it means for who makes what—and who buys it. The centrepiece was the Trump-Xi meeting, which produced a...
26 Nov 202535min
