Podcast – An issue with services
The global economy may have cooled but service sector activity is still firm and with unemployment so low, just modest growth can support upside pressure on wages and inflation. Even putting the U.S. [...]
May 2023
Podcast – Is central bank policy working?
Taken together with the latest raft of central bank announcements, the recent deluge of real economy and inflation updates has given investors plenty to chew on. Here’s Econoday’s take on what it all means for the global economic outlook and financial markets.
April 2023
Podcast – Don’t say growth doesn’t matter
The unexpected decision by OPEC+ to cut oil production earlier this month provided a fresh and unwelcome boost to inflation. However, there are signs that at least some investors and central bankers are starting to worry about growth.
March 2023
Podcast – Central bank round-up: Inflation worries usurp banking woes
Recent interest rate hikes by several major central banks clearly underline the determination of the monetary authorities to get inflation back under control. However, for now, QT may have to run alongside central bank liquidity injections to reassure investors that another global financial crisis is not just around the corner.
Economic Event Recap – March 13-17, 2023
A recap of this week's economic events.
August 2022
July 2020
Podcast – Hong Kong’s Status in Question
How much of Hong Kong's distinctive character is permitted to survive will be key to how foreign businesses respond to China's security move. And what advantages Hong Kong loses as a financial center will likely pass to two rival financial centers, Singapore and Shanghai. Our panel also discusses high-flying stock prices in the US, economic resilience in Switzerland, and lack of progress in Eurozone recovery plans.