Podcasts by IHS Markit | Economics & Country Risk
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Sub-Saharan Africa: Regional vulnerability to rising interest rates from 2022-02-19T10:00:04
The US Federal Reserve is expected to start rate tightening in March. What will this mean for countries in Sub-Saharan Africa with less solid macroeconomic fundamentals? Our Africa team discusses w...
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Geostrategy 2022: Risks on the Horizon from 2022-02-12T10:00:07
Volatility shocks to a wide range of sectors will likely continue for much of the year ahead. Not only are global threats increasing, but they’re also becoming intertwined.
In this week’s ...
Irregular migration from 2022-02-03T10:00:25
Immigration has quickly become one of the frontline issues affecting the stability of societies and economies. Traditional drivers of irregular migration, such as economic stress, security, and con...
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Pressure at the ballot box: Critical elections in Sub-Saharan Africa from 2022-01-25T10:00:14
Our sub-Saharan research team discusses the current political challenges connected to elections, and pre-elections, in South Africa and Nigeria. What are the main social and economic policy issues...
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Chemical reactions: Buying conditions in 2022 from 2022-01-20T10:00:28
Following on a year of severe supply disruption including weather, trade challenges, and supply chain breakdowns, are chemical markets slowly starting to right themselves? Our Pricing and Purchasin...
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A Year of transitions: Top-10 Economic Predictions for 2022 from 2022-01-10T16:19:18
IHS Markit economists will reveal our top-10 predictions for the global economy in 2022. Topics include the recovery paths of major economies, trends in interest rates and inflation, trade, exchang...
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Sub-Saharan Africa challenges for 2022. Could it be more challenging than 2021? from 2021-12-18T10:00:16
Like the rest of the world, Sub-Saharan Africa suffered greatly from COVID-19 outbreaks and the resulting lock downs. Our Africa team explores how Africa and constituent countries fared through 202...
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Get your money's worth: Using PMI data to assess currency valuation from 2021-12-13T12:59:48
Our PMI data have long been used to accurately nowcast - assess the current health of economies. Relying on its early release, well in advance of comparable official data, and its standardized met...
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Tariff redux: Section 232 from 2021-12-04T11:00:12
The United States and the EU have agreed to Section 232 revisions that take effect on 1 January 2022. The new agreement is much like the quota-and-tariff “safeguard” regime already in place in Euro...
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Hey big spender: Infrastructure from 2021-12-04T10:00:12
What’s new in the infrastructure bill and when will we start to see the benefits? Two critical questions to understand when looking at the Infrastructure Bill just passed by the House and Senate. J...
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Semiconductor shortage: Examining the data behind the bottleneck from 2021-11-13T10:00:11
The news is filled with articles about the semiconductor shortage: how it’s impacting car manufacturing, slowing electronics production, and delaying consumer purchases. But what’s the real story? ...
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Why establishing a Social License to Operate practice is critical from 2021-10-30T15:23:24
The concept of social license to operate has been around for a long time in both the mining and energy sectors. Many companies have established practices and strategies in place to work collaborati...
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Afghanistan and what it means for transnational Jihadi terrorism from 2021-10-25T15:54:08
Having defeated the Afghan government militarily and negotiated the departure of foreign forces from the country, the Taliban’s focus is now on forming a government, demonstrating governance capabi...
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The economic impacts of climate change from 2021-10-20T19:51:31
Choices made today by consumers, corporations, and governments are leading to consequences in the latter half of this century that determine whether we're going to avoid the most serious consequenc...
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Beyond banking - The possibilities provided by block chain technology in Sub-Saharan Africa from 2021-10-15T14:12:20
Fintech is a major force shaping the structure of the financial industry in Sub Saharan Africa and it is rapidly changing the competitive landscape. Block chain technologies specifically have shown...
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How complete is your risk profile? Looking at LNG projects in Mozambique and Tanzania from 2021-10-07T19:29:10
Understanding the full scope of the risks underlying your proposed projects is critical – from fiscal risk to political, operational, legal, and security risks. Our experts look at the full risk ex...
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Help wanted: Global labor shortages and disruptions from 2021-09-28T09:00:19
Tight labor markets are causing issues for services and manufacturing industries around the globe. These labor shortages are creating and exacerbating supply chain challenges and will continue to d...
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Climate shifts: Unrest, policy, and growth from 2021-09-20T16:27:13
With growing concerns around the increase in natural disasters, water shortages, and rising temperatures we are closely watching related unrest and even conflict driven by some of implications for ...
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Out of stock – Manufacturing in South East Asia from 2021-09-13T13:51:10
Malaysian factories suffered shutdowns in June due to the rise in Delta variant cases and, as of now, are still not operating at full capacity. Our PMI survey results showed a close-to-record decli...
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Zambia’s election outcome from 2021-09-07T16:00:37
Hakainde Hichilema, the leader of the United Party for National Development, won the 12 August Zambian presidential election. In today’s episode, our Sub-Saharan team discusses the important policy...
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What goes up for machinery...may not come down? from 2021-08-23T13:33:25
In this episode, our Pricing and Purchasing experts looking at the next level downstream at how the changes in commodity prices and shortages are impacting the cost and availability of machinery th...
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Tunisia's struggles from 2021-08-14T12:00:26
Often held up as the only democratic success story to come out of the Arab Spring, Tunisia has struggled through a decade of consistent unrest and poor economic growth. This all came to a head on 2...
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What our global manufacturing surveys are telling us from 2021-08-07T09:00:14
What’s driving growth in manufacturing production around the globe? Our PMI economists join us to discuss what our PMI surveys are telling us in real-time about confidence, output, and supply disru...
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Episode 100: Semiconductor shortages cause ripples across markets from 2021-07-31T09:00:11
After many choppy weeks for commodity markets, the transition in pricing is finally beginning. However, the same cannot be said for the semiconductor industry. Continued tightness in supply, as wel...
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Episode 99: The economic impact of unrest in South Africa from 2021-07-27T19:00:01
What began as violent protests calling for the release of former president Jacob Zuma from prison in several parts of KwaZulu-Natal province on 9 July has spiraled into significant destruction and ...
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Episode 98: The future of Afghanistan from 2021-07-19T16:00:30
The US recently announced a long-awaited withdrawal despite the fact that the Taliban is making advancements in the country. Progress in many fronts seem illusive. John Raines and Asad Ali from our...
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Episode 97: Ethiopian election - Impacts to ongoing conflict and economic growth from 2021-07-19T16:00:30
The Prosperity Party of Prime Minister Abiy Ahmed won 410 out of 436 seats in the Federal Parliament in an electoral process that excluded one-fifth of the country due to logistical issues, insecur...
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Episode 96: The impact of the Delta Variant in Southern Africa from 2021-07-10T09:00:02
The third wave of COVID-19 is heavily impacting Southern Africa. Infection rates have risen over 20% and deaths rose 15% in recent weeks. Our Economic and County Risk experts sit down to talk throu...
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Episode 95: Realistic Disaster Scenario - What if Latin America sees a surge in violent unrest? from 2021-07-06T15:25:06
In today’s episode, we are once again talking about an incident that is highly unlikely to happen – it’s called a Realistic Disaster Scenarios (RDS). Insurance companies rely on RDS to evaluate the...
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Episode 94: Volatility in building materials - A classic supply and demand story from 2021-06-29T21:00:10
The news, and our podcasts, have been filled with stories about the dramatic rise in lumber prices – until 2 weeks ago when prices fell. Join our Pricing and Purchasing and construction industry ex...
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Episode 93: Consumer outlook for Sub-Saharan Africa from 2021-06-19T09:00:19
Sub-Saharan Africa suffered a sharp economic contraction over the last year. Pandemic lockdowns, trade and supply Chain disruptions, and employment disruptions had a marked impact on household and ...
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Episode 92: Realistic Disaster Scenarios: Iran regional war risk from 2021-06-12T09:00:03
In today’s episode, we are doing something a little different- we are talking about an incident that is highly unlikely to happen – it’s called a Realistic Disaster Scenarios (RDS). Insurance comp...
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Episode 91: Commodities may have reached their peak - Looking at the signals from 2021-06-08T12:38:51
Commodity prices have experienced a spectacular rally since March of 2020. Are we finally seeing some weak signals that prices may be stabilizing? John Anton and John Mothersole join us again this ...
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Episode 90: Implications for Mozambique’s insurgency in the northern Cabo Delgado province from 2021-05-29T09:00:13
In today’s episode, our Sub-Saharan team discusses the insurgency in the Cabo Delgado province (something we have been watching this year https://ihsmarkit.com/research-analysis/terrorism-mozambiqu...
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Episode 89: What’s next for the Central African Economic and Monetary Community (CEMAC) region? from 2021-05-22T09:00:10
On the heels of Chad announcing it wanted to participate in the IMF-G20 debt restructuring initiatives, our Africa experts sit down to talk about the future of the CEMA region – from an economic an...
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Episode 88: Supply chain issues compound as freight woes continue from 2021-05-08T09:00:10
Transportation issues are compounding an already troubled supply chain as demand for goods outpaces supply around the globe. This is hurting procurement on cost and inventory as “just in time deliv...
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Episode 87: COVID-19 outbreak in India from 2021-05-06T09:00:41
With the rise of COVID-19 cases in India filling the news, our analysts take a look at what is unfolding on the ground and then provide some analysis of the economic and risk implications going for...
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Episode 86: COVID-19 Vaccine rollout across the Middle East and North Africa from 2021-05-05T09:00:21
It’s a divided and disparate recovery story across the MENA region depending on each country’s ability to access and provide vaccines to their citizens. Researchers from our life sciences, country ...
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Episode 85: Covid-19 vaccine rollout across Europe from 2021-04-29T14:16:32
Europe and the UK have experienced an uneven rollout of vaccines. In today’s episode, our country risk and life science experts come together to talk about supply chain challenges, heightened prote...
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Episode 84: Lumber climbs sky-high from 2021-04-19T13:22:40
Lumber prices are making headlines in the United States as they are sitting at a record high. Today’s episode, our lumber expert, Deni Koenhemsi, sits with John Anton from our pricing and purchasin...
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Episode 83: The geopolitical challenges of COVID-19 vaccine delivery: Sub Saharan Africa from 2021-04-10T09:00:11
Sub-Saharan Africa is facing a dearth of vaccines and will be reliant in 2021 on external vaccine supply, particularly through pooled procurement schemes. The WHO estimates that, at best, 30-35% of...
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Episode 82: Sub-Saharan Africa debt relief - Is the international community doing enough? from 2021-04-03T09:00
Join our Sub-Saharan Africa team in their discussion on the debt relief efforts being offered by the IMF and the G20 to the region. Is it enough? Will it really help beyond immediate relief? Is the...
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Episode 81: Sovereign level ESG in Latin America from 2021-03-27T09:00:09
Most of us discuss ECG at the corporate level, but what if we looked at the country level? Last year we launched a Sovereign ESG index to provide a quantitative picture of country-level risk – and ...
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Episode 80: Steel markets - The big picture from 2021-03-23T09:00:19
With steel prices hitting record highs, and supplies being tight in many regions, our Director of Pricing & Purchasing, John Anton, sits with us to discuss the continued mismatch between demand rec...
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Episode 79: Covid-19 vaccine rollout across the Asia-Pacific region from 2021-03-16T15:49:23
The Asia-Pacific region is well-placed in the coronavirus disease 2019 (COVID-19) vaccine rollout, with both India and China having sufficient domestic innovation and production capacity to be pivo...
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Episode 78: Box and board packaging prices feeling pressure from 2021-03-09T10:00:28
Join John Anton and Patrick Warren from our pricing and purchasing team as they talk about the increases in packaging costs in the first half of 2021.
After a decrease in costs and 2019 and a f...
Episode 77: China’s Economic Outlook in the Year of the Ox from 2021-02-23T10:00:38
2020 was the worst year for the global economy in a long time. And the same can be said for the Chinese economy. In today’s episode, we join our China economics team, Todd Lee, Yating Xu, and Lei Y...
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Episode 76: Supply Chain Diversification: Trade opportunities for Sub-Saharan Africa from 2021-02-20T10:00:15
One of the many fallouts from the Covid-19 pandemic is disruptions to global supply chains. As we start to restructure supply chains, our Sub Saharan Africa team digs into what this could mean for ...
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Episode 75: Geopolitics of Covid-19 Vaccine role out: Latin America from 2021-02-13T10:00:12
In today’s episode, we explore the operational, security, and political challenges Latin American countries will face as they roll out their vaccine programs. Our analysts, Lindsay Newman, Ewa Oliv...
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Episode 74: Chinese bond defaults - It’s not the monetary size that matters from 2021-02-09T02:00:18
While bank defaults are not uncommon in Mainland China, a few recent defaults have triggered a strong response. What makes these different? Well, it’s not the size of the default but rather the hig...
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Episode 73: When will APAC economy recover? A regional outlook for 2021 from 2021-01-30T10:00:17
With the worst economic contraction in recent history (-1.5%) in 2020, the Asia Pacific region is poised for 5.7% y/y growth in 2021—that is, assuming we see a successful vaccine roll out and a slo...
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Episode 72: Supply chain disruptions - Continued shortages in materials and labor from 2021-01-25T19:06:20
In today's episode, our pricing and purchasing experts, John Anton, John Mothersole, and Sophie Malin discuss the continued shortages being felt across material production and labor markets due to ...
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Episode 71: Covid-19 pandemic trajectory - What you need to know from 2021-01-16T09:59:59
We have entered 2021 with the pandemic still in full swing. While many of us held out hope for an end to the disease spread and a fast effective vaccination roll-out, its not our current reality. G...
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Episode 70: Steel price outlook - Markets in turmoil from 2021-01-09T10:00
In our first pricing focused podcast of 2021, John Anton talks about the very tumultuous steel market. While demand not back to pre-pandemic levels, prices are higher. And while this is not just th...
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Episode 69: Cargo and supply chain disruptions in Mexico from 2021-01-04T13:00:54
Thefts, heists, blockades-sounds like an edge of your seat movie, but rather it's the realities of cargo movement across Mexico. In today's episode, join Johanna Marris and John Raines as they disc...
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Episode 68: Banking sector risks to watch in 2021 from 2020-12-18T10:00:38
Despite unprecedented macroeconomic declines and fears of widespread banking sector stress as COVID-19 lockdowns first went into place in early 2020, financial sectors globally held up remarkably w...
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Episode 67: Commodity prices in 2021 for key chemicals, plastics, and metals from 2020-12-15T10:00:20
After a tumultuous end of 2020 what can we expect going into 2021 for commodity pricing? Our commodity experts, Michael Dall and John Anton discuss how Covid-19, markets, shortages and more will im...
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Episode 66: Indonesian banking sector outlook from 2020-11-21T10:00:13
Indonesia, the biggest economy in SE Asia and had been growing at a rapid pace. However, it has been suffering terribly since the beginning of the COVID-19 pandemic and will experience a significan...
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Episode 65: Current state of the global metals market from 2020-11-15T10:00:11
John Anton and John Mothersole join us for another wide-ranging discussion around the global metal’s markets. They start off discussing the impact of the recent US election on the aluminum and stee...
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Episode 64: Fiscal austerity, the IMF, and the G20: Holding off another lost decade? from 2020-10-31T09:00:14
Last week the IMF and finance ministers from the G20 made some ostensibly landmark decisions affecting the ability of developing countries to access financing and respond to the COVID-19 pandemic. ...
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Episode 63: Where economic trends are heading from 2020-10-24T09:00:16
Seven or so months into the global pandemic, and the ensuing economic slowdown, we are finally seeing some positive movement.
While September numbers indicated another small slowing, Chri...
Episode 62: Capital Market trends from 2020-10-12T13:28:17
Join our capital markets specialist, Brian Lawson, as he talks about the recent developments in the sector. In today's podcast, he focuses on three key topics: whats going on in the US equity marke...
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Episode 61: What's happening in labor markets across Europe? from 2020-09-28T09:00:14
Due to closures and potential job losses due to COVID-19, governments across Europe have responded with support policies to try curb the negative influences of unemployment, furloughs, and underemp...
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Episode 60: Asia Pacific economic outlook shocks and impact on supply chains from 2020-09-26T09:00:14
Rajiv Biswas, our chief Asia-Pacific economist, talks about what he expects for 2021 in the wake of a horrific downturn. He also addresses disruptions to industrial production and supply chains acr...
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Episode 59: All that's silver is not gold... or is it? from 2020-09-18T22:56:08
The silver market has seen some strong action lately. Join KC Chang and John Anton as they discuss what has caused the run-up price, what does that mean for the future, and where we see opportuniti...
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Episode 58: Lumber carrying its weight in price from 2020-09-11T09:00:23
Since hitting bottom in April, we are now seeing an astonishing 250% increase in lumber price—an increase not being seen in other building materials like steel and other base metals. Deni Koenhemsi...
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Episode 57: New policies for the Indian banking sector from 2020-09-02T09:00:17
Join Angus Lam, a senior economist for our Banking Risk Service as he discusses new banking policies taking hold in India. While India is poised to be a competitive player in the region, its bankin...
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Episode 56: Brexit is coming from 2020-08-27T09:00:17
The United Kingdom will leave the European Union on 31 January 2020. A multitude of issues remain to be worked through and negotiated. With both sides distracted by the COVID-19 virus crisis, talks...
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Episode 55: Beirut Port Explosion- Impact, Outlook for Lebanese Economy & State Failure Risk from 2020-08-17T09:00:15
Join experts from both our Economics & Country Risk and Maritime & Trade teams as they provide an overview of the situation in Lebanon in the wake of the explosion. Our team walks you through the d...
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Episode 54: USMCA free trade agreement one month in from 2020-08-13T09:00:23
One month after the enactment of the new USMCA trade agreement our experts look at what the agreement really means for industry, labor, and politics. A Big Deal? Or NAFTA 2? It’s both! No tariffs a...
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Episode 53: The economic outlook for India in the wake of the COVID-19 outbreak from 2020-08-03T13:53:57
IHS Markit expects India’s real GDP growth for fiscal year (FY) 2020–21 (ending March 2021) will contract 6.3%, as a result of the coronavirus disease 2019 (COVID-19) pandemic. The country’s strict...
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Episode 52: Rising Insecurity Across The Middle East from 2020-07-29T20:41:38
The convergence of economic dislocation, political instability, and inter-regional power struggles are driving unrest across the region. Jack Kennedy and Firas Modad from our country risk team come...
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Episode 51: Emerging market issuers push debt maturity from 2020-07-22T20:41:52
In this episode, Brian Lawson, our capital markets expert, provides an overview of the recent developments for emerging market borrowers. He provides some examples of recent issuance which offer a ...
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Episode 50: Complicated time for buyers—steel and nonferrous metals taking divergent tracks from 2020-07-14T17:09:22
In today’s episode, John Anton and John Mothersole sit down to talk ferrous and non-ferrous metals. They discuss the divergent story between copper and aluminum vs steel, the impact of mine shutdow...
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Episode 49: Banking sector stress in emerging markets, the next wave of the COVID-19 fallout from 2020-07-02T11:43:48
Today we discuss banking sector vulnerability in emerging markets, in the context of the COVID-19 pandemic.
Alyssa Grzelak, Director, Banking Risk, IHS Markit
https://ihsmarkit.com/ex...
Episode 48: Risk intelligence - Understanding what’s happening amidst the noise of information flow from 2020-06-26T23:37:03
Risk incidents in the US ramped up considerably over the last few months as has the news coverage. Sometimes it’s hard to understand what’s really unfolding and what it means for communities and pe...
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Episode 47: Sustainability-Linked Bonds from 2020-06-18T22:34:53
On June 9 the ICMA published voluntary guidelines for Sustainability-Linked Bonds (SLBs). These bonds now have some suggested guidelines for issuers to meet including pre-defined sustainability or ...
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Episode 46: The impact of COVID-19 on the healthcare industry and policy decisions from 2020-06-11T20:56:28
As countries and organizations start to reopen, the question top-of-mind for many is when will a vaccine, or other treatment, be available? Many hold out hope that a vaccine will be the magic bulle...
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Episode 45: Charismatic leadership during COVID-19 from 2020-06-03T17:51:07
Strong leadership during a time of crisis is critical to an organization’s success—more so when your organization is a country, and you are the leading millions of people through both an economic a...
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Episode 44: The economic impact of lockdown on the Asia Pacific economy from 2020-05-27T21:47:20
Economic shockwaves have intensified across the globe during April and early May. For the Asia Pacific region, this means that the recession will only hit its trough in Q2 with momentum improving i...
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Episode 43: Changing labor market and wage outlook in the wake of COVID-19 from 2020-05-21T19:26:32
Today’s episode is a timely discussion between Emily Crowley and Sophie Malin from our pricing and purchasing team. Building off their recently published construction and manufacturing wage studies...
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Episode 42: The Lebanese Banking Sector - COVID-19's first financial sector casualty from 2020-05-11T18:26:30
In today's episode, Gabrielle Ventura, an economist for our Banking Risk Service, discusses the fall of the Lebanese banking sector.
She takes us through the government's financial sector rest...
Episode 41: Country vulnerability and how this influences capital markets from 2020-05-04T12:32:50
In today’s episode, our economic and country risk experts look at two aspects of how countries are being impacted by the COVID-19 outbreak. We talk about how to systematically measure and compare t...
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Episode 39: How low can metals prices go? from 2020-04-25T04:00:18
The impact of COVID-19, and what it means for the future of the supply chain.
Speakers:
John Anton
https://ihsmarkit.com/experts/anton-john.html
John Mothersole
https:...
Episode 40: Post COVID-19 debt sustainability from 2020-04-24T13:45:15
Our capital markets expert, Brian Lawson, takes a look at this week's developments from the scale of the increase in debt burdens and government response to what risks some of those financing techn...
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Episode 38: Emerging market sovereign default risk - and international moves to avoid them from 2020-03-27T18:05:05
This episode looks at how the dual shocks of COVID-19, and falling energy, and natural resource prices are pushing Emerging Market countries towards default - and how the IMF and World Bank plan to...
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Episode 37: Escalating economic shockwaves from Covid-19 in the Asia-Pacific region from 2020-03-26T04:00:30
In this week's episode two of our esteemed APAC analysts discuss the escalating economic shockwaves from the Covid-19 pandemic. As governments have been imposing increasing travel bans and lockdown...
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Episode 36: European Green Deal - Weathering Covid-19 from 2020-03-23T04:00:40
Our experts come together to discuss some of the issues, challenges, and potential opportunities surrounding the European Green Deal and the impact Covid-19 may have on progress.
Speakers:...
Episode 35: COVID-19 - Is a recession ahead? from 2020-03-14T00:22:15
With the unprecedented business interruptions caused by the outbreak and spread of COVID-19, our experts provide our perspective on the global economic, industry, and financial market developments....
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Episode 34: Q1 2020 Healthcare Forecast from 2020-03-10T12:41:17
For our first podcast focused on the healthcare industry, join Milena Izmelieva and Eoin Ryan from our life sciences team as they discuss our Q1 healthcare forecast.
After an overview of w...
Episode 33: Lebanese government and banks change strategy as anti-bank sentiment escalates from 2020-03-05T23:39:39
The recent escalation of protests in Lebanon has highlighted protesters' frustration with the Central Bank of Lebanon (Banque du Liban: BDL) and commercial banks, sparking major announcements by th...
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Episode 32: Impact of Covid-19 on global employment and labor markets from 2020-03-03T21:21:23
Our pricing and purchasing team provide insights into what the Covid-19 outbreaks means to labor, employment, ad the supply chain. Sophie Malin discusses the disruption to production starts in chin...
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Episode 31: Capital Markets Weekly - Market sentiment taking a turn for the worse from 2020-03-02T17:04:21
As COVID-19 concerns grow, conditions in markets have moved in a less-positive direction. This week, our capital markets expert, Brian Lawson, looks at how credit spreads have shifted sharply as co...
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Episode 30: Bolivia’s electoral candidates from 2020-02-25T21:59:01
Johanna Marris, a research analyst with our Country Risk team, provides insight into the recent announcements that both the incumbent and previous presidents of Bolivia plan to participate in upcom...
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Episode 29: Capital Markets Weekly - A split week from 2020-02-25T21:52:42
This week, our capital markets expert, Brian Lawson, looks at a week filled with highs and lows. He starts with the highlights that include some very strong deals as well as improvements to the Ice...
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Episode 28: Capital Markets Weekly - A high appetite for hybrid and perpetual debt from 2020-02-14T16:00:37
Our capital markets expert, Brian Lawson, takes a look at this week's developments. A highlight is the tremendous appetite investors have for riskier debt in order to generate solid results. He tak...
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Episode 27: USMCA-The real story for the US Economy, Mexican politics, and the automotive industry from 2020-02-12T23:00:58
We have heard a lot about the USMCA but do we really have a good handle on the agreement and what it means? In this episode, our experts take a closer look. Michael Konidaris, from our US team, tal...
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Episode 26: Population growth continues to downshift in most states from 2020-02-10T23:14:34
In this episode, regional economists Tom Jackson and Heather Upton discuss the causes and effects of slowing population growth across the United States. They look at the effects of a rapid downshif...
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Episode 25: Capital Markets Weekly-Emerging market issuance during January reached USD118 billion from 2020-02-10T23:07:38
In this week's episode, Brian Lawson our Senior Economic and Financial Consultant discusses some of the larger emerging market deals including Poland which is the first emerging market issuer of ne...
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Episode 24: Capital Markets Weekly-France & Greece continue long-dated issuance from 2020-01-31T00:17:08
As expected, this week's supply was curtailed by the Lunar New Year holiday, with equity markets also adversely affected by the potential impacts of China's Coronavirus outbreak on economic growth....
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Episode 23: The Downing Of Flight 752-How we uncovered what happened and what it means going forward from 2020-01-27T19:01:11
On January 9, one day after the downing of Ukrainian airliner flight 752, our team released analysis to our clients that indicated that the plane had been accidentally shot down by an IRGC-operated...
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Episode 22: Kenyan cabinet reshuffle from 2020-01-26T23:19:20
Will Farmer, a country risk analyst covering sub-Saharan Africa, provides a quick look at government instability in Kenya. President Kenyatta dismissed his rival’s ally from Cabinet Secretary post ...
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Episode 21: Leave no stone unturned - Leverage the combined power of nowcasting and forecasting from 2020-01-26T23:12:21
Our top economists sit down to discuss how they put together our nowcasts, and short-, mid-, and long-term forecasts. They talk about how they approach the raw data and then dive into the value of ...
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Episode 20: Capital Markets Weekly - Emerging Market Sovereigns enjoy "deal rush" from 2020-01-25T21:00
In this week's episode of Capital Markets Weekly, Senior Economic and Financial Consultant, Brian Lawson, talks about five sizeable emerging markets deals that were sold successfully on 21 January,...
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Episode 19: US-China Phase-one Trade Agreement - Welcome news for the Asia Pacific region? from 2020-01-21T05:00:30
Rajiv Biswas, our Asia-Pacific Chief Economist, sits down with Robert O’Brien and details the significance of the deal as we enter the year of the rat, They cover economics, supply chains, and more...
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Episode 18: USMCA, labor rates & auto industry: Understand what's really going to happen from 2020-01-20T05:00:20
Now that the USMACA is going into force, our Pricing & Purchasing experts, John Anton and Emily Crowley sat down to discuss what it really means to labor costs and manufacturing.
Speakers...
Episode 17: Indonesia’s new labor legislation - Risks from union dissatisfaction from 2020-01-17T14:00:30
The Indonesian government plans to submit a “job creation” bill to liberalize the labor market. Our analyst, Anton Alifandi, discusses why the government is pushing this bill forward and the likely...
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Episode 16: Capital Markets Weekly- Highly-active primary markets continue, display seasonal factors from 2020-01-17T12:41:26
Senior Economic and Financial Consultant, Brian Lawson, provides his thoughts on the latest deals and how economic conditions may affect markets. This week he talks through last week's record Euro-...
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Episode 15: US-Iran conflict: Short- and long-term risks from 2020-01-14T21:18:01
Following the recent killings and retaliatory strikes, the continuation of contained confrontation has become the most likely path. Our experts, Firas Modad, Ege Seckin, and Jack Kennedy examine th...
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Episode 14: US Economy - Growing at trend from 2020-01-13T16:59:39
Despite wobbles in growth due to special factors, expansion continues at slightly above-trend pace. The Co-Head of our US Economics team, Chris Varvares, goes over the most recent numbers and looks...
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Episode 13: Turkey’s outlook and banking sector in 2020 - What risks are hiding on the horizon? from 2020-01-13T05:00:16
With know growing downside risks what lies ahead for Turkey? Our analysts, Andrew Birch and Alyssa Grzelak talk about the risks that are hiding in plain sight for the region including the banking s...
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Episode 12: Capital Markets Weekly - Markets shrug off Iranian risks and raise a lot of money from 2020-01-10T14:08:24
During the first main week of trading in 2020, bond market supply has been highly-active. Despite Iran-related regional instability, Israel raised a record USD3 billion sale attracting USD20 billio...
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Episode 11: Venezuela’s conflicting legislatures from 2020-01-08T21:42:55
Juan Guaidó, who is recognized by the United States as the interim president of Venezuela, was reappointed on 5 January as head of the 167-seat National Assembly for the 2020 legislative term by 10...
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Episode 9: UK Election 2019 from 2020-01-06T05:07:03
UK election boosts short-term stability, but longer-run Brexit uncertainties remain unresolved.
Speaker: Laurence Allen
https://ihsmarkit.com/experts/allan-laurence.html
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Episode 8: Top 10 Predictions for 2020 from 2020-01-06T05:06:03
In this episode, our Chief Economist, Nariman Behravesh, discusses our top-10 predictions for the global economy in 2020. He will examine the elevated risks to the global economy from ongoing trade...
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Episode 7: Southeast Asia’s Economic Outlook for 2020 from 2020-01-06T05:05:03
Chief Asia Economist, Rajiv Biswas, talks to us about what's next for Southeast Asia after a year rocked by trade talks between the US and China. He looks at the contagion effects on other economie...
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Episode 6: Capital Markets Weekly - Looking back and looking ahead from 2020-01-03T17:10:47
What unfolded over the holiday weeks at the end of 2019 and the start of 2020? Our Senior Economic and Financial Consultant, Brian Lawson, provides insights into the latest deals and how economic c...
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Episode 5: Is economic overheating a possibility? from 2020-01-03T15:27:39
We examine the classic signs of overheating - accelerating inflation, rapid GDP growth, credit expansion, rising real interest rates and tightening labor markets - and the impact of capital inflows...
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Episode 4: Mexico's New Free Trade Zone from 2020-01-03T15:27:27
Find out how the creation of the new free economic zone on Mexico's northern border with the United States will impact your organization's operational costs.
Speaker: Emily Crowley
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Episode 3: Steel Update from 2020-01-03T15:27:15
How much longer will the buyers’ market last? John Anton, Associate Director with our Pricing and Purchasing team, shares insights from the latest steel report.
Speaker: John Anton
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Episode 2: The Indian economic outlook for 2020 from 2019-12-23T18:50:23
Our Chief Asia economist, Rajiv Biswas, talks about the 6th largest economy in the world- India. He discusses the political and economic influences, including the slowdown of the manufacturing sect...
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Episode 1: Metals supply chain 2020 - Will it stay a buyers market? from 2019-12-23T18:24:30
In 2019 it was a buyers’ market in the metals supply chain. We look forward to 2020 to see if the metals supply chain will stay favorable for category managers or take a turn if the economy improve...
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