Markets 360

Trevor Allen, Head of Sustainability Research Jeffrey Schultz, Chief CEEMEA Economist Sumati Semavoine-Jain, Sustainability Research Analyst Niccolo Carrara, Emerging Markets EconomistBNP Paribas London Branch | Global Markets (Recorded 04 January 2024) • There are significant pockets of vulnerability in countries’ ability to respond to physical risks related to climate change,

With: Niccolo Carrara, Economist, Emerging Markets | BNP Paribas London Branch This podcast was recorded 9 November 2023 Artificial intelligence provides some threats to emerging markets, we think. To avoid sharp distortion across countries, regulation requires harmonisation at the global level, which could be hard to find amid US-China geopolitical tensions. An unequitable dist

Carl Riccadonna, Chief Economist, US Andrew Schneider, Senior Economist, US Andrew Husby, Senior Economist, US BNP Paribas | Global Markets (Recorded 10 October 2023) The US consumer has powered ahead this year, but we see several factors that could slow spending in the near term. Most lower and middle-income households have depleted their excess savings, while interest payme

Trevor Allen, Head of Sustainability Research Sumati Semavoine-Jain, Sustainability Research Analyst BNP Paribas London Branch | Global Markets (Recorded 18 August 2023) Physical climate risk is rising in intensity and frequency globally. (Re)insurance plays the essential role of shock absorber, protecting from a natural disaster’s second-round impacts on economic activi

Carl Riccadonna, Chief Economist, US Andrew Schneider, Senior Economist, US Yelena Shulyatyeva, Senior Economist, US Andrew Husby, Senior Economist, US BNP Paribas | Global Markets (Recorded 03 August 2023) We expect household excess savings – which has bolstered consumer spending over the last eighteen months – be depleted by the end of this year. Watch for more price

Pamela Díaz Loubet, Economist, Mexico Debora Luncaorte, Economist, Mexico BNP Paribas | Global Markets (Recorded 10 July 2023) We discuss Mexico’s disinflation process, its risks and implications for the monetary policy path in the country. For more information, please refer to : https://bnpp.lk/EyODgb For country-specific disclaimers and legal notices, please refe

Carl Riccadonna, Chief Economist, US Yelena Shulyatyeva, Senior Economist, US Andrew Schneider, Senior Economist, US BNP Paribas | Global Markets (Recorded 27 June 2023) Analysts looking for an easing of lending conditions in the 2nd quarter may be in for a surprise based on the latest banking conditions survey from the 11th Fed district. Ongoing financial sector stress poses

Sumati Semavoine-Jain, Sustainability Research Analyst BNP Paribas | Global Markets (Recorded 13 June 2023) Water has been rising on the agenda of sustainable investors this year. We address some of the main questions/challenges in this episode. Access to clean freshwater has generally been taken for granted, leading to wastage and pollution. However, with increasing supply

Niccolo Carrara, Emerging Markets Economist BNP Paribas | Global Markets (Recorded 07 June 2023) Our property update suggests there are still downside risks to house prices globally, especially in a scenario of tighter-than-expected financial conditions. Residential housing prices remain elevated in level terms, hurting affordability and investor sentiment. Our indicator sug

Jeffrey Schultz, Chief Economist, Middle East and Africa Nic Borain, Politics Analyst, South Africa BNP Paribas | Global Markets (Recorded 07 June 2023) South Africa is accused by US ambassador of helping to arm Russia, as several negative risk (loadshedding) spike For more information, please refer to : https://bnpp.lk/EyODgb For country-specific disclaimers and lega