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The Macro Brief – Oil's tug-of-war
Kim Fustier, Head of European Oil and Gas Research, assesses the competing supply and demand factors impacting the oil markets and what they could me…
11 months, 4 weeks ago
Under the Banyan Tree - Female pilots, lattes, microchips and more
Herald van der Linde and Fred Neumann put Asian markets and economics in context through the quirky lens of Herald's quarterly surprising statistics,…
1 year ago
The Macro Brief – Putting AI through its paces
Mark McDonald, Head of Data Science and Analytics, examines the latest applications for AI - from analysing speeches to hosting podcasts. Disclaimer:…
1 year ago
Under the Banyan Tree - Asia: what to watch in 2025
Fred Neumann and Herald van der Linde return to the studio for a rundown of the must-watch markets and economies across Asia in 2025. Disclaimer: htt…
1 year ago
The Macro Brief - Our 2025 global economic outlook
Janet Henry, Chief Global Economist, weighs up the impact of widely anticipated fiscal policy shifts on growth and inflation, and the challenges for …
1 year ago
The Macro Brief – Why investors are turning more cautious on EM assets
Murat Ulgen, Global Head of Emerging Markets Research, talks with Piers Butler about the concerns of emerging market investors as they head into 2025…
1 year, 1 month ago
Under the Banyan Tree - Anomaly economy: Japan
Fred Neumann is joined by Asia Economist Jun Takazawa to discuss what makes Japan's economy unique, from counter-cyclical interest rates to demograph…
1 year, 1 month ago
The Macro Brief – The cyber safety net
With cyber attacks becoming more frequent and sophisticated, Stephen Bersey, Head of US Technology Research, assesses the fast-growing cybersecurity …
1 year, 1 month ago
Under the Banyan Tree - A different take on commodities
With moves in commodities largely chalked up to the 'Trump trade', Fred Neumann asks Chief Economist for Global Commodities, Paul Bloxham, if there's…
1 year, 1 month ago
The Macro Brief – The dollar bubble inflates
Paul Mackel, Global Head of FX Research, explains why we think the US dollar has scope to strengthen even further and what it means for other G10 cur…
1 year, 1 month ago