Macro Insights videos and livestreams
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DBS Macro Insights Livestream: Reduced exchange rate volatility, dissipation of event risks (hard Brexit and tariff escalation), softening USD funding conditions, stable energy prices, and hints of a bottom in the global electronics cycle have the making of an improved outlook. Going into 2020, geopolitical risks remain high and asset market valuations are frothy, but sentiments are turning more favourable toward economies reliant on external funding. In this month’s Livestream, we examine our reading from the recently concluded IMF meetings, global manufacturing and trade cycles, Fed policy outlook, China’s growth momentum, Brexit, bottoming inflation, steepening yield curves, and stable credit spreads. see more> |
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DBS Macro Insights Livestream: Despite the fog of trade war, global markets have remained largely free of setbacks in recent months. |
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DBS Macro Insights Video: In our latest Macro Insights video, DBS Economist Radhika Rao discusses India in the context of trade war and investment outlook. see more> |
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DBS Macro Insights Livestream: Volatility made a strong comeback in August, with markets and economies whiplashed by oscillating trade tensions. Flight to safety has materialised into surging gold price and soaring stock of negative yielding debts; China’s slowdown is exerting drags to global demand and inflation; USD remains strong; commodities are weak; geopolitical uncertainty is high. We take stock of all this, update our forecasts, and consider the 4Q outlook in our September Livestream. see more> |
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DBS Macro Insights Livestream: In our latest video, DBS FX strategist Philip Wee presents a model to estimate the impact of US tariffs on the Chinese yuan. |
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DBS Macro Insights Livestream: A tumultuous July is behind us, marked by a historic Fed policy pivot, ultra-dovish guidance by ECB, re-escalation of trade war, unrest in Hong Kong, slowdown in China, looming Brexit deadline weighing in on the pound, and continued weakness in global manufacturing/trade. see more> |
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DBS Macro Insights Video: On July 2018, as part of the DBS Asian Insights conference, we made a presentation on trade wars. |
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DBS Macro Insights Livestream: Our regional equity strategists discuss a variety of topics. see more> |
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DBS Macro Insights Video: Vietnam is coming of age. see more> |
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DBS Macro Insights Video: We present a set of indicators to capture global macro risks. They track economic momentum, event risk, market stress, asset valuation, and supply/demand imbalance, and flag potential pitfalls ahead. see more> |
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DBS Macro Insights Video: Our regional equity strategists discuss intensification of trade war and a China/US decoupling scenario, and other topics. see more> |
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DBS Macro Insights Video: Our regional equity strategist Joanne explains how an investor can own the world with 10 ETFs. see more> |
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DBS Macro Insights Video: FX strategist Philip Wee provides a succinct overview of Singapore dollar’s role in monetary policy, as well as the currency’s drivers and outlook. see more> |
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DBS Macro Insights: DBS Macro Insights Livestream - China stimulus, credit risk, oil, India outlook. see more> |
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DBS Macro Insights Video: Taking stock of China’s fiscal and monetary stimulus so far, DBS' Chief China Economist Chris Leung shares the bank's view on the growth outlook. see more> |
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DBS Macro Insights Video: Implications of China’s electronics supply chain shifting partially to the rest of Asia. see more> |
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DBS Macro Insights: A 45 minute session covering G3 Monetary policy, Growth outlooks, Trade wars, Brexit, Elections, and more. see more> |
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DBS Macro Insights Video: Another Macro Insights video, in which DBS Chief Economist Taimur Baig discusses the latest FOMC decision with our rates strategist, Eugene Leow. see more> |
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DBS Macro Insights Video: In this video,Taimur Baig, DBS Chief Economist, interviews our India economist, Radhika Rao, on how various aspects of the Indian economy and markets tend to behave around elections. see more> |
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DBS Macro Insights Video: We use our in-house data-driven model to “call” the GDP of key economies long before the official release. see more> |
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DBS Macro Insights Video: Hear from DBS' Singapore economist Irvin Seah on the key takeaways from the 2019 Budget. see more> |
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