Markets 360

Sep 26 2024 69 ep. 8 mins 7

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

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Positioning in the rise of the global hydrogen economy

Sep 26 2024 26 mins

Trevor Allen, Head of Sustainability Research Jinyi Yue, Sustainability Research AnalystBNP Paribas London Branch | Global Markets (Recorded 26 September 2024) Global stock take at COP28 underlined for the first time that low-carbon H2 production should be accelerated alongside other clean technology types. With progress made on national strategies and regulatory frameworks, clean

Global EV readiness: Who’ll take charge

Jun 28 2024 24 mins

Trevor Allen, Head of Sustainability Research Jinyi Yue, Sustainability Research AnalystJason Ying, Commodities Desk StrategistBNP Paribas London Branch | Global Markets (Recorded 28 June 2024) This episode delves into the evolving landscape of EVs and sustainability. From current EV sales trends to charging infrastructure and battery supply chain, join us as we discuss key finding

Natural capital: Growing stronger roots in 2024

May 22 2024 19 mins

With: Trevor Allen, Head of Sustainability Research | BNP Paribas London BranchSumati Semavoine-Jain, Sustainability Research Analyst | BNP Paribas London BranchNatural capital is quickly becoming an essential consideration for the creation of government policy, reporting practices, and investment strategy. With the Global Biodiversity Framework defining the ambition in 2022, we ex

Climate adaptation readiness: A world of greater macro uncertainty

Jan 04 2024 25 mins

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,

AI: What could it mean for Emerging markets?

Nov 10 2023 9 mins

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 d

US: Q4 frost warning - consumer cold front moving in

Oct 10 2023 11 mins

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 pay

Physical climate risk: Enhancing shock absorbers

Aug 18 2023 13 mins

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 acti

H2 consumer outlook: Savings-slasher, Christmas-crasher

Aug 04 2023 10 mins

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 pri

Disinflation and easing cycle in Mexico

Jul 12 2023 8 mins

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 ref

ECO data are hot, lending conditions are not … what it means for the Fed

Jun 28 2023 10 mins

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 pos