Markets 360

By BNP Paribas Global Markets

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Episodes: 66

Description

We cover the topics that matter, from the global economy to market strategy. Hosted by Ausha. See ausha.co/privacy-policy for more information.

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