Markets 360

With
Jason Lui, Head of East Asia Strategy

Ju Wang, Head of Greater China FX & Rates Strategy

BNP Paribas Hong Kong Branch | Global Markets (Recorded 24 March 2022)

Diverging monetary policy between China and US is the dominant theme for China’s FX and rates. We expect the RMB to be resilient in Q1, but weaken to 6.60 into year-end on carry compression, slower exports and rising outbound investments into HK. China rates remain a rare shelter in a world of high inflation.

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With
Paul Hollingsworth, Chief European Economist
Amarjot Sidhu, Economist, UK and Europe

BNP Paribas London Branch | Global Markets (Recorded 24 March 2022)

With the economic picture weakening, there is an increasing focus on fiscal policy and we discuss why this is the case in this podcast. In particular, we look at how governments have been providing support, whether the current shock changes the fiscal debate in Europe and the implications of all of this for central banks.

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With:

Marcelo Carvalho, Head of Global Emerging Markets Research

Luiz Eduardo Peixoto, Economist, Emerging Markets

Burak Baskurt, CFA, Chief Emerging Markets Strategist

BNP Paribas | Global Markets (Recorded 02 March 2022)

Significant sanctions were introduced on Russia in recent days, and more could come– suggesting the country may be cut off completely from much of the world economy and financial system.

Impacts to the Russian economy will be substantial, and include double digit inflation and a sharp recession. The country has also reacted with counter-sanctions.

One of the main channels of transmission to the rest of the world will be through added inflationary pressures coming our way.

In EM, Central and Eastern Europe are the most exposed not only geographically but through trade, while Asia may be more isolated from impacts.

For more information, please refer to https://markets360.bnpparibas.com

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With:

Luigi Speranza, Chief Global Economist

Paul Hollingsworth, Chief European Economist

BNP Paribas London Branch | Global Markets (Recorded 9 December 2021)

Listen to our latest podcast on the final central bank meetings of 2021 and to what extent the emergence of the Omicron variant will affect decisions.

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With:

Gustavo Arruda, Head of Emerging Markets Research, Global Markets Latam

Laiz Carvalho, Economist, Brazil

BNP Paribas | Global Markets (Recorded 02 June 2022)

Inflation has been a Global issue. Latin America has historical experience on inflation. In this episode we will talk about the Brazil experience. The main policy actions to contain inflation pressures, and what should we look going forward.

For more information, please refer to https://markets360.bnpparibas.com

For country-specific disclaimers and legal notices, please refer to https://globalmarkets.bnpparibas.com/gm/home/Markets_360_Country_Specific_Notices.pdf

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