The analysts Benito Berber, Chief Economist for Latin America at Natixis, and Cesar Arias, former General Director of Public Credit and National Treasurer at the Ministry of Finance of Colombia, take a deep dive into Colombia’s fiscal accounts. Speakers: Cesar Arias, former General Director of Public Credit and National Treasurer at the Ministry of Finance of Colombia Benito Berber, Chief Economist Latin America, Natixis Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
Pending the results of Brazil’s highly contentious, high-stakes presidential election, our Latam Deep Dive podcast returns to consider the political fallout and outlook for Latin America’s largest economy. Ranked among the top forecasters in Brazil, Juliano Ferreira, Head of Macro Strategy at BGC Liquidez, joins host Benito Berber, Natixis CIB Chief Economist Latin America, for a discussion that touches on the drivers of recent economic resiliency and growth coming out of the pandemic—with the unemployment rate, mentions Ferreira, being among the most impressive surprises as it continues to drop to its lowest in almost seven years—to more election-focused considerations including: What would future GDP growth look like under a Bolsanaro vs. Lula administration? Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
Benito Berber, Chief Economist for Latin America at Natixis CIB, is joined by economist and former BCB Board Member, Dr. Paulo Vieira da Cunha, for a deep dive into the monetary policy of Brazil amid record-high inflation. With inflation running close to 11% a rate not seen since the early 2000s and markedly higher than other Latin American nations, the experts discuss the factors – from adverse fiscal expectations to supply shocks– that led to the current inflationary spiral and the Central Bank’s approach to tackling the crisis. With an economy now slowing to near zero growth, could recession be on the horizon? Dr. Vieira da Cunha shares his views on Brazil’s economic outlook for 2022 and beyond. Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
Real estate is the biggest polluter in Europe, responsible for 36% of greenhouse gas emissions. The pandemic has accelerated awareness of the environmental emergency in the sector. In the same way as the necessary adaptations to the other profound societal transformations, such as the generalization of remote working, the development of e-commerce, the aspiration towards well-being and respect for biodiversity... In this podcast, three experts from Groupe BPCE break down these issues and how they impact investment decisions and financing criteria. With Irène Fossé, Director of Research & Strategy at AEW, Serge Demirdjian, Executive Director in the Real Estate & Hospitality industry group at Natixis Corporate & Investment Banking and Thierry Laquitaine, Director of ISR at AEW. Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
What are the key aspects for understanding the next steps for Banxico? Will Mexico follow the Fed? Dr. Joel Virgen, Independent Economist and Benito Berber, Chief Economist for Latin America at Natixis discuss Mexico’s monetary policy, and whether, as the US Fed is poised to begin its own hiking cycle, its central bank will follow suit and what an optimal policy strategy might entail. The experts also touch on maintaining market stability vis-à-vis interest rate spreads and effects, risk premium amid forecast uncertainty, and core inflation. Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
The analysts Benito Berber, Chief Economist for Latin America at Natixis, and Dr. Roberto Steiner, Board Member at BanRep, take a deep dive into the monetary policy of Colombia. Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
Benito Berber, Chief Economist for Latin America at Natixis, and Dr. Jonathan Heath, Deputy Governor at Banxico, return to continue their deep dive into the current trends of inflation, the channels of transmissions of monetary policy, and how Covid has impacted potential growth and the output gap in Mexico. Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
Benito Berber, Chief Economist for Latin America at Natixis, and Dr. Jonathan Heath, Deputy Governor at Banxico, take a deep dive into the current trends of inflation, the channels of transmissions of monetary policy, and how Covid has impacted potential growth and the output gap in Mexico. Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
Moody’s Ariane Ortiz-Bollin is back to join Benito Berber for another #LatamDeepDive podcast, this time on Chile’s sovereign rating – with a focus on how the country’s impending constitutional rewrite may impact market and investor outlook. Last October, nearly 80% of Chileans voted in support of a new constitution. As follow-up elections approach, Ariane and Benito discuss some of the economic implications at play. Although leading analysis indicates a new charter would preserve free market pillars such as property rights and central bank independence – what happens if a lack of political consensus leads to something very different?Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
Benito Berber, Chief Economist for Latin America at Natixis, and Ariane Ortiz-Bollin, lead country analyst for Moody’s, take a deep dive into the agency’s downgraded sovereign rating for Mexico. What pre-pandemic conditions and policy decisions by the Mexican government led to the negative outlook? What would an optimal fiscal response look like? What do these factors and current trends mean for economic recovery in the country? Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
Benito Berber, Chief Economist Latin America at Natixis and Pedro Tuesta, Independent Economist, take a deep dive into the complicated economic and political situation in Peru. Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
The analysts Benito Berber, Chief Economist for Latin America at Natixis and Jorge Suarez-Velez, Independent Economist, take a deep dive into structural policy changes happening in Mexico. In this second episode, they explore key political dynamics and upcoming elections. Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
The analysts Benito Berber, Chief Economist for Latin America at Natixis, and Jorge Suarez-Velez, Independent Economist, take a deep dive into structural policy changes happening in Mexico. In this first episode, they talk about how the economic policies of the current administration are shaping Mexico’s outlook.Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
Following the attacks on oil facilities in Saudi Arabia, 5.7mn barrel per day of Saudi production i.e. 58% of the production level reported to OPEC in September have been knocked out. What are the potential impacts on oil markets? A speech by Joel Hancock, Oil Analyst within Commodities Research Team at Natixis.Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
The acceleration of EV deployment not only impacts carmakers and commodities-related companies. It also raises a series of new challenges for power sectors all across the globe, in particular in Europe. EVSE - Electric Vehicle Supply Equipment should be further rising in terms of market development and demand. A speech by Ivan Pavlovic, Senior Infrastructure/ Green & Sustainable / Hybrid debts Analyst.Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
The electric vehicle market is bigger and growing more rapidly than most people realize. Expectations are that by 2020, 4% of global new passenger car sales will be EVs. What is the impact on demand for raw materials and commodity prices ? A speech by Bernard Dahdah, Senior Commodities Analyst.Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
On April 12th, if there is no solution the United Kingdom will face a hard Brexit. Theresa May has failed twice to pass her withdrawal agreement. Can we still expect an alternative? A speech by René Defossez, UK economist and Fixed Income strategist.Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
Water plays an essential role in ensuring that the environment can continue to support human development. It also pervades economic activity and remains a key ingredient for social development. Existing technological and managerial solutions work in tandem to solve global water challenges. Finance and banks have a larger role to play in tackling those issues with dedicated instruments and innovative approaches. Find out how blue finance is shaping the global economy. A Q&A with Ivan Pavlovic and Radek Jan, Infrastructure and Green & Sustainable Analysts at NatixisHébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
The outbreak of the coronavirus in China is a major issue for the Chinese economy and to a wider extent, for the international stage. SARS syndrome linked to the coronavirus has already triggered an epidemy in 2003. Some lessons from the SARS can still be extrapolated, like the behavior of the main operators, but the global macroeconomic backdrop is very different from 2003. Which economic outcomes should we expect from the coronavirus for raw materials, aviation and hospitality sectors? Q&A by Jianwei Xu, Senior Economist, Greater China; Gary Ng, Economist, Sectorial Research, Asia; Philippe Suchet, Financial Analyst and Radek Jan, Infrastructure and Green & Sustainable Analyst.Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
Learn more about the M&A landscape in the APAC region and the key trends set out for Asian economies in 2020. A Q&A with Raghu Narain, Head of Investment Banking in Asia Pacific at Natixis. Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.