Hear from George Moran, Host & European Economist, David Seif, Chief Economist for Developed Markets, and George Buckley, Chief UK & Euro Area Economist, as they discuss the key drivers for global markets next week. In the US, we have CPI, PPI and we discuss the fallout from Biden’s debate performance. In Europe, we have the UK and French elections and UK GDP data. Then it’s the latest from Asia with China CPI and the RBNZ, BOK and Bank Negara Malaysia meetings, as well as global markets all to discuss. Listen here: ➡️ Apple Podcasts: https://ow.ly/rlBQ50SvTOP ➡️ Spotify: https://ow.ly/JfNu50SvTOL ➡️ SoundCloud: https://ow.ly/2mYm50SvTON ➡️ YouTube Music: https://ow.ly/PsGh50SvTOM #WeekAhead #podcast #policy #elections #UKelection #inflation #rates
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In this episode, we discuss the big themes unfolding in the global economy. We look at some big changes driving inflation, check in on the US elections, and make some predictions about what a changing world could mean for interest rates in the years ahead. #RaboResearch
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📢 On this week's Economic Update podcast with James Sproule and Sonia R., we hear why US labour market numbers matter to us in the UK. Plus, how well-received was the #Budget and will it, after all, be the last before a general election, as many commentators believe? And James explains how the size of the labour force affects the health of the economy. 👉👉 Catch up here: https://lnkd.in/ewyK-969
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#ChinaShortCuts #Podcast The lead story is the government work report 2024 on foreign #investment. Watch the below short video. Also in this episode: - the purchasing managers’ index in February; - EU-China #trade in goods in 2023; and - the mobile #payment limits for foreign visitors. Listen to the full episode: https://lnkd.in/ge7zVSPE
China ShortCuts | 6th March 2024: The Government work report on foreign investment
https://www.youtube.com/
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Nobody brings the big economic picture into focus better than Jan Lambregts, Rabobank’s Head of Global Economics and Markets. Along with Senior Macro Strategist Ben Picton, they talk big themes unfolding in globally: changes driving inflation, US elections and predictions about interest rates in the years ahead. #RaboResearch
Podcast: Inflation and interest rates – What is the big picture?
rabobank.smh.re
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🎙️ Exciting News! I recently had the privilege of chatting with Kristen Hallam and Rafael Amiel in the S&P Global Market Intelligence's Economics and Country Risk podcast, where we delved into the results of the Mexico elections and their implications in terms of challenges and opportunities. 🗳️🇲🇽 Key insights from the discussion include: 🔹 **MORENA's congressional Strength**: MORENA and its allies obtained a constitutional majority in the lower chamber and are just two seats short of such a majority in the Senate. We expect it to attract enough votes from other political parties to achieve it once the new Congress is inaugurated. 🔹 **Policy Continuity and Stability**: Sheinbaum's statements since her election victory indicate broad policy continuity with a more institutionalized approach to policymaking, likely improving future policy stability. She has pledged to maintain fiscal discipline, respect the central bank’s autonomy, and attract foreign investment within a state-directed industrial policy framework. 🔹 **Judicial Overhaul**: MORENA will prioritize legislative passage for structural changes to the judiciary, including the selection of judges by popular vote. Approval of the proposed changes would be likely to hinder judicial independence and increase legal risks for firms operating in Mexico. Tune in to the podcast to gain deeper insights into the post-electoral landscape and what it means for Mexico’s future. Don’t miss out on this informative discussion! 🎧 Listen to the podcast here: https://lnkd.in/evewDQv8 #MexicoElections #PoliticalRisk #EconomicImpact #MORENA #Economics #CountryRisk #ClaudiaSheinbaum #Nearhosring #JudicialReform
Economics & Country Risk | An S&P Global Market Intelligence Podcast: Ep. 222 - Mexico's election impact: Insights and analysis on Apple Podcasts
podcasts.apple.com
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Embarking on the dynamic landscape of China's data evolution and change in some of the major investor narratives on China. In our latest podcast, Robert and I unravel the complexities, offering a nuanced perspective that dispels myths and underscores transparent intentions for China's data. We also delved discussion by PAG's Shan Wei Jian's report on investment landscape on China, alongside with other major investors on China, they touched on China's real estate challenges, potential growth pillars, and emerging new economy. For investors seeking China's sustainable growth, our podcast unravels the layers of thoughts. https://lnkd.in/gHR7QFgD
EP 8. Latests on China's data regime, a new consensus being formed among China investors
baiguan.news
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Assistant Banking Manager at Handelsbanken - Local Relationship Banking | Personal Banking, Mortgages & Savings | Corporate Banking, Finance & Deposits | Wealth & Asset Management
These 15 minute podcasts are always insightful and useful to build knowledge and understanding … 15 minutes isn’t long in today’s hustle and bustle of modern day life - click on the post to find out more #handelsbanken #relationship #localbanking
📢 On this week's Economic Update podcast with James Sproule and Sonia R., we hear why US labour market numbers matter to us in the UK. Plus, how well-received was the #Budget and will it, after all, be the last before a general election, as many commentators believe? And James explains how the size of the labour force affects the health of the economy. 👉👉 Catch up here: https://lnkd.in/ewyK-969
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MMB Multinational Client Director at Mercer - Enthusiastic professional helping multinational organizations review their benefit plans for better business performance.
Did you miss our Q1 economic and market outlook webinar? Olaolu Aganga, Rupert Watson and Julius Bendikas, CFA, summarizes thoughts on the global economy, asset class outlook and allocation moves, plus the impact of upcoming elections: #economy #investing #markets
Q1 2024 Economic and Market Outlook
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What does 2024 have in store for both the domestic and international economy? Watch Rockefeller Capital Management CEO Greg Fleming host a fascinating conversation with Ruchir Sharma, Chairman of Rockefeller International, on his Top 10 Trends for 2024. Their dialogue covers a variety of topics highlighting the top trends that are impacting markets and the economy from immigration, elections, and demographic growth, to potential economic slowdowns and more. Tune into the full video with all Top 10 trends here: https://lnkd.in/ggEiiWjm
Top 10 Trends for 2024 alternate
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