Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
Episode | Date |
---|---|
Climate adaptation readiness: A world of greater macro uncertainty
|
Jan 04, 2024 |
AI: What could it mean for Emerging markets?
|
Nov 10, 2023 |
US: Q4 frost warning - consumer cold front moving in
|
Oct 11, 2023 |
Physical climate risk: Enhancing shock absorbers
|
Aug 18, 2023 |
H2 consumer outlook: Savings-slasher, Christmas-crasher
|
Aug 04, 2023 |
Disinflation and easing cycle in Mexico
|
Jul 12, 2023 |
ECO data are hot, lending conditions are not … what it means for the Fed
|
Jun 28, 2023 |
Sustainable water: From trickle to torrent
|
Jun 13, 2023 |
Real estate amid rising rates: Still correcting
|
Jun 08, 2023 |
A South African Pandora’s Box
|
Jun 08, 2023 |
LatAm FX and local rates outlook
|
May 26, 2023 |
Sustainability unearthed: May
|
May 18, 2023 |
The good, the bad, the ugly…and the pause
|
May 11, 2023 |
EM food inflation: Menu of unappetising policy choices
|
May 03, 2023 |
EU competitiveness boost from green industrial policy
|
Apr 26, 2023 |
Q&A: Implications of global banking uncertainty on China
|
Apr 11, 2023 |
Eurozone: Tight labour market means more work for ECB
|
Apr 03, 2023 |
What changed for Banxico after the financial turmoil?
|
Mar 27, 2023 |
Corporate climate transition: Bright ambitions, grim reality
|
Mar 14, 2023 |
An ESG take on the Inflation Reduction Act
|
Mar 06, 2023 |
Greening the ECB bond portfolio
|
Jan 26, 2023 |
Biodiversity: From theory to practice
|
Jan 17, 2023 |
ESG bond market in 2023
|
Jan 12, 2023 |
COP15: A moment to re-tune
|
Dec 08, 2022 |
COP27 – did it deliver?
|
Nov 30, 2022 |
What to expect for COP27
|
Nov 07, 2022 |
US Midterm preview: Republicans, Recession…and 2011 all over again?
|
Nov 07, 2022 |
Addressing biodiversity in the equity market
|
Oct 17, 2022 |
Biodiversity: The price and value of natural capital
|
Sep 16, 2022 |
Climate and inflation: Hotter prices for a cooler planet
|
Sep 05, 2022 |
Egypt: Frontier (and liked) market faces funding pressure
|
Jun 28, 2022 |
Inflation in Latam: The case of Brazil
|
Jun 21, 2022 |
USD: What goes up…
|
Jun 09, 2022 |
Inflation in Latam: The case Colombia
|
May 30, 2022 |
Inflation in Latam: The case Argentina
|
May 30, 2022 |
Inflation in Latam: The case Mexico
|
May 27, 2022 |
European Equities: Buy in May and go away?
|
May 24, 2022 |
China: Impact of RMB weakness on equities
|
May 13, 2022 |
Impacts of Russian oil and gas disruptions to the EU
|
May 10, 2022 |
The world after the war
|
May 06, 2022 |
Which Rates matter for FX?
|
Apr 28, 2022 |
Presidential election in France: Mind the gap
|
Apr 06, 2022 |
Bank of Japan: How to deal with a very weak yen
|
Apr 01, 2022 |
USD: Downside risk from cross-border flows
|
Mar 31, 2022 |
Navigating China’s macro uncertainties (2): FX and rates outlook
|
Mar 29, 2022 |
European fiscal policy: A cushion against the storm
|
Mar 28, 2022 |
Navigating China’s macro uncertainties (1): Coping with domestic challenges and external headwinds
|
Mar 25, 2022 |
Russia-Ukraine conflict – the impact on nickel
|
Mar 21, 2022 |
European equity strategy outlook.
|
Mar 10, 2022 |
Eurozone growth, inflation and policy
|
Mar 08, 2022 |
Sanctions on Russia: Impacts on the globe
|
Mar 03, 2022 |
Supply chains, what’s in store for 2022?
|
Feb 18, 2022 |
Fed tightening cycles and their impact on the USD
|
Feb 16, 2022 |
Eurozone wages: The calm before the storm
|
Feb 10, 2022 |
OPEC+ sticks to the agreement but it might be losing its relevance
|
Feb 04, 2022 |
Russia-Ukraine conflict: Implications for commodity markets
|
Feb 03, 2022 |
Covid-19: Omicron solidifies move away from lockdowns
|
Feb 02, 2022 |
Credit markets – the cycle is turning down
|
Jan 25, 2022 |
The EU Taxonomy review: the impact of including natural gas and nuclear power
|
Jan 21, 2022 |
The fiscal-cliff illusion
|
Jan 18, 2022 |
European Equity outlook - preparing for lift off
|
Jan 14, 2022 |
Fed: Fast Policy Exit
|
Jan 12, 2022 |
Central banks: December’s hawkish drift
|
Dec 20, 2021 |
Central Banks: 2021 grand finale
|
Dec 10, 2021 |
Omicron: new variant, old template
|
Dec 02, 2021 |
Global Outlook 2022 | Bullish - selectively
|
Nov 30, 2021 |