This week, we examine coming US inflation and labour market data, and the Fed outlook following a hawkish set of minutes this week. In Europe, we discuss reports that President Lagarde could be leaving the ECB early and consider the growth and inflation outlook for the region. Across Asia, we preview the Bank of Korea and Bank of Thailand policy meetings, and examine key coming data in India, Japan and Australia. Chapters: US: 2:00; Europe: 8:15; Asia: 14:00

This week, we discuss US labor markets and preview US core PCE, UK CPI and other key data in Europe. In Japan Post-election policies are in focus while RBNZ, BI and BSP decisions are on tap. In a special segment, we feature two anchor reports by our APAC rates strategists and their views on the outlook. Chapters: US: 2:36; Europe: 10:17; Japan: 15:38; Asia Rates Special: 20:40

This week, we discuss our new Bank of England view and the risks to euro area interest rates. In the US, the prospective Fed chair, labour market data and inflation are all in focus. In Asia, we preview elections in Japan and Thailand and how they may impact local economies and financial markets.

This week, we discuss the weaker US dollar, as well as the FOMC meeting and payrolls data ahead. Also in focus is the announcement of an historic India-EU trade deal following an incredible 20 years of negotiation. We also look at monetary and fiscal matters in India, with the upcoming budget and central bank policy meeting. In Europe, we look out for the Bank of England and European Central Bank meetings, with a stronger EUR making things a little more interesting. And finally, we preview the Reserve Bank of Australia meeting, following stronger than forecast core inflation data this week.

In the aftermath of President Trump's Davos speech, we discuss his aims, the response from others and potential constraints. We also welcome guest speaker, Samira Fazili, Managing Director, US Public Policy and Government Affairs, to share her views on the latest geopolitical developments. In addition, we preview the FOMC decision where we see rates remaining unchanged albeit with some voting dissents. In Australia, we look to crucial CPI data ahead of the RBA decision in February.

We preview US core PCE, UK CPI, and China GDP, and discuss the latest on geopolitics and the Fed. In Japan, the BOJ is on the spotlight amid JPY weakness and prospects of snap elections. Norges Bank, CBRT, BI and BNM are also on tap with likely divergent forward guidance. Chapters: US: 01:55, Japan: 09:20, China & Asia: 15:40, Turkey, Europe & UK: 22:05.

We discuss US geopolitical developments and their potential economic impact, as well as the latest employment and inflation data. The Bank of Korea is likely to leave rates unchanged in January, but we also outline our more hawkish view for the 2026. In Europe, we preview the UK data releases, review euro area inflation and discuss prospects for closer UK-EU relations. Chapters: US: 02:10, Korea and Asia: 09:45, Europe: 15:55.

In the final instalment of our 2026 Outlook episodes, our Economists discuss the outlook and key risks for the US and Canada for the year ahead. We discuss the key drivers of our above consensus view on US growth, including fiscal support, diminishing trade risks, a rebounding labour market and strong consumer. We expect inflation to remain above target but think the Fed will cut twice in H2 under a new FOMC Chair.

In the third of our 2026 Outlook episodes, we discuss the focus on fiscal policy, disinflation pressures and the major risks to the region in the year ahead. In the Euro Area, we see growth accelerating with supportive fiscal policy, but limited inflation pressure and no ECB rate changes. In the UK, we still expect another rate cut and see significant disinflation in the months ahead, with political risks building later in 2026. We expect 1000bp of rate cuts in Türkiye as inflation falls from over 30% towards 20% and the real exchange rate appreciates.

In the second of our 2026 Outlook episodes, we focus on the year ahead outlook for Japan, which we expect to remain on a recovery path in 2026. Joined by guest speakers Yujiro Goto, Head of FX Strategy, Tomohaki Shishido, Senior Rate Strategist, and Tomochika Kitaoka, Chief Equity Strategist, our Economists share their top views on the economy, the risks to watch out for, and the implications on FX rates and equity markets.