Markets 360
Activity Overview
Episode publication activity over the past year
Episodes
Housing Sector: The Social Value Blueprint
27 Jan 2025
Contributed by Lukas
Trevor Allen, Head of Sustainability Research Sumati Semavoine-Jain, Sustainability Research Analyst BNP Paribas London Branch | Global Markets (R...
Positioning in the rise of the global hydrogen economy
26 Sep 2024
Contributed by Lukas
Trevor Allen, Head of Sustainability Research Jinyi Yue, Sustainability Research AnalystBNP Paribas London Branch | Global Markets (Recorded 26 Septe...
Global EV readiness: Who’ll take charge
28 Jun 2024
Contributed by Lukas
Trevor Allen, Head of Sustainability Research Jinyi Yue, Sustainability Research AnalystJason Ying, Commodities Desk StrategistBNP Paribas London Bra...
Natural capital: Growing stronger roots in 2024
22 May 2024
Contributed by Lukas
With: Trevor Allen, Head of Sustainability Research | BNP Paribas London BranchSumati Semavoine-Jain, Sustainability Research Analyst | BNP Paribas L...
Climate adaptation readiness: A world of greater macro uncertainty
04 Jan 2024
Contributed by Lukas
Trevor Allen, Head of Sustainability Research Jeffrey Schultz, Chief CEEMEA Economist Sumati Semavoine-Jain, Sustainability Research Analyst Nicco...
AI: What could it mean for Emerging markets?
10 Nov 2023
Contributed by Lukas
With: Niccolo Carrara, Economist, Emerging Markets | BNP Paribas London Branch This podcast was recorded 9 November 2023 Artificial intellige...
US: Q4 frost warning - consumer cold front moving in
11 Oct 2023
Contributed by Lukas
Carl Riccadonna, Chief Economist, US Andrew Schneider, Senior Economist, US Andrew Husby, Senior Economist, US BNP Paribas | Global Markets (Rec...
Physical climate risk: Enhancing shock absorbers
18 Aug 2023
Contributed by Lukas
Trevor Allen, Head of Sustainability Research Sumati Semavoine-Jain, Sustainability Research Analyst BNP Paribas London Branch | Global Market...
H2 consumer outlook: Savings-slasher, Christmas-crasher
04 Aug 2023
Contributed by Lukas
Carl Riccadonna, Chief Economist, US Andrew Schneider, Senior Economist, US Yelena Shulyatyeva, Senior Economist, US Andrew Husby, Senior Economist,...
Disinflation and easing cycle in Mexico
12 Jul 2023
Contributed by Lukas
Pamela Díaz Loubet, Economist, Mexico Debora Luncaorte, Economist, Mexico BNP Paribas | Global Markets (Recorded 10 July 2023) We discuss...
ECO data are hot, lending conditions are not … what it means for the Fed
28 Jun 2023
Contributed by Lukas
Carl Riccadonna, Chief Economist, US Yelena Shulyatyeva, Senior Economist, US Andrew Schneider, Senior Economist, US BNP Paribas | Global Markets (R...
Sustainable water: From trickle to torrent
13 Jun 2023
Contributed by Lukas
Sumati Semavoine-Jain, Sustainability Research Analyst BNP Paribas | Global Markets (Recorded 13 June 2023) Water has been rising on the a...
Real estate amid rising rates: Still correcting
08 Jun 2023
Contributed by Lukas
Niccolo Carrara, Emerging Markets Economist BNP Paribas | Global Markets (Recorded 07 June 2023) Our property update suggests there are st...
A South African Pandora’s Box
08 Jun 2023
Contributed by Lukas
Jeffrey Schultz, Chief Economist, Middle East and Africa Nic Borain, Politics Analyst, South Africa BNP Paribas | Global Markets (Recorded 07 Jun...
LatAm FX and local rates outlook
26 May 2023
Contributed by Lukas
Mario Castro, Senior FX & Rates Strategist A weak dollar trend coupled with attractive carry has made LatAm markets attractive again. We expect...
Sustainability unearthed: May
18 May 2023
Contributed by Lukas
Trevor Allen, Head of Sustainability Research Megan Dale, Sustainability Research Analyst Sumati Semavoine-Jain, Sustainability Research Analyst...
The good, the bad, the ugly…and the pause
11 May 2023
Contributed by Lukas
With: Carl Riccadonna, Chief Economist, US Yelena Shulyatyeva, Senior Economist, US Andrew Schneider, Senior Economist, US Andrew Husby CFA, Se...
EM food inflation: Menu of unappetising policy choices
03 May 2023
Contributed by Lukas
With: Jeffrey Schultz, Chief Middle East and Africa Economist | BNP Paribas South Africa Branch Niccolo Carrara, Economist, Emerging Markets | BNP P...
EU competitiveness boost from green industrial policy
26 Apr 2023
Contributed by Lukas
With: Marcelo Carvalho, Global Head of Economics Dani Stoilova, Economist, Europe Mariana Monteiro, Economist, Europe Megan Dale, Sustainability R...
Q&A: Implications of global banking uncertainty on China
11 Apr 2023
Contributed by Lukas
With: Jason Lui, Markets 360 APAC Coordinator and Head of APAC EQDStrategy Jacqueline Rong, Economist, Europe Christopher B Li, Credit Trading...
Eurozone: Tight labour market means more work for ECB
03 Apr 2023
Contributed by Lukas
With: Spyros Andreopoulos, Senior Economist, Europe Dani Stoilova, Economist, Europe BNP Paribas | Global Markets (Recorded 03 April 2023) ...
What changed for Banxico after the financial turmoil?
27 Mar 2023
Contributed by Lukas
With: Pamela Díaz Loubet, Economist, Mexico BNP Paribas | Global Markets (Recorded 27 March, 2022) We discuss Mexico’s monetary policy as t...
Corporate climate transition: Bright ambitions, grim reality
14 Mar 2023
Contributed by Lukas
With: Trevor Allen, Head of Sustainability Research Paola Lamedica, Head of Credit ESG and Derivatives Strategy Paola addresses climate tra...
An ESG take on the Inflation Reduction Act
06 Mar 2023
Contributed by Lukas
Trevor Allen, Head of Sustainability Research Sumati Semavoine-Jain, Sustainability Research Analyst With the IRA, the US looks to boost dome...
Greening the ECB bond portfolio
26 Jan 2023
Contributed by Lukas
Trevor Allen, Head of Sustainability Research Paola Lamedica, Head of Credit ESG and Derivatives Strategy Sumati Semavoine-Jain, Sustainability Re...
Biodiversity: From theory to practice
17 Jan 2023
Contributed by Lukas
Trevor Allen, Head of Sustainability Research Sumati Semavoine-Jain,Sustainability Research Analyst While 2022 was about uniting and goal-set...
ESG bond market in 2023
12 Jan 2023
Contributed by Lukas
Trevor Allen, Head of Sustainability Research Sumati Semavoine-Jain, Sustainability Research Analyst In 2023, we expect global green bond supp...
COP15: A moment to re-tune
08 Dec 2022
Contributed by Lukas
Trevor Allen, Head of Sustainability Research Sumati Semavoine-Jain, Sustainability Research Analyst As we concluded in Biodiversity: The pri...
COP27 – did it deliver?
30 Nov 2022
Contributed by Lukas
Trevor Allen, Head of Sustainability Research Megan Dale, Sustainability Research Analyst Trevor and Megan discuss the key topics at COP27, an...
What to expect for COP27
07 Nov 2022
Contributed by Lukas
Trevor Allen, Head of Sustainability Research Megan Dale, Sustainability Research Analyst Trevor and Megan discuss the key topics at COP27, whi...
US Midterm preview: Republicans, Recession…and 2011 all over again?
07 Nov 2022
Contributed by Lukas
With Carl Riccadonna, Chief Economist, US | BNP Paribas Securities Corp Andrew Schneider, Economist, US | BNP Paribas Securities Corp Thomas R...
Addressing biodiversity in the equity market
17 Oct 2022
Contributed by Lukas
With: Trevor Allen, Head of Sustainability Research Sumati Semavoine-Jain, Sustainability Research Analyst BNP Paribas | Global Markets (Recor...
Biodiversity: The price and value of natural capital
16 Sep 2022
Contributed by Lukas
With: Trevor Allen, Head of Sustainability Research Sumati Semavoine-Jain, Sustainability Research Analyst BNP Paribas | Global Markets (Record...
Climate and inflation: Hotter prices for a cooler planet
05 Sep 2022
Contributed by Lukas
With: Trevor Allen, Head of Sustainability Research Spyros Andreopoulos, Senior Economist, Europe BNP Paribas | Global Markets (Recorded 5 Septe...
Egypt: Frontier (and liked) market faces funding pressure
28 Jun 2022
Contributed by Lukas
With: Luiz Eduardo Peixoto, Economist, Emerging Markets Mohamed Abdelmeguid, Economist, MENA BNP Paribas | Global Markets (Recorded 24 June 2022) ...
Inflation in Latam: The case of Brazil
21 Jun 2022
Contributed by Lukas
With: Gustavo Arruda, Head of Emerging Markets Research, Global Markets Latam Laiz Carvalho, Economist, Brazil BNP Paribas | Global Markets (Record...
USD: What goes up…
09 Jun 2022
Contributed by Lukas
With: Sam Lynton-Brown, CFA, Head of Global Developed Markets Strategy Alex Jekov, G10 FX Strategist BNP Paribas | Global Markets (Recorded 7 Jun...
Inflation in Latam: The case Colombia
30 May 2022
Contributed by Lukas
With: Gustavo Arruda, Head of Emerging Markets Research, Global Markets Latam Felipe Klein, Economist, Chile and Colombia BNP Paribas | Global Mark...
Inflation in Latam: The case Argentina
30 May 2022
Contributed by Lukas
With: Gustavo Arruda, Head of Emerging Markets Research, Global Markets Latam Florencia Vazquez, Economist, Argentina BNP Paribas | Global Markets ...
Inflation in Latam: The case Mexico
27 May 2022
Contributed by Lukas
With: Gustavo Arruda, Head of Emerging Markets Research, Global Markets Latam Pamela Díaz Loubet, Economist, Mexico BNP Paribas | Global Markets (...
European Equities: Buy in May and go away?
24 May 2022
Contributed by Lukas
With: Sam Lynton-Brown, CFA, Head of Global Developed Markets Strategy Ankit Gheedia, CFA, Head of Equity & Derivatives Strategy, Europe BNP Pa...
China: Impact of RMB weakness on equities
13 May 2022
Contributed by Lukas
With Jason Lui, Head of East Asia Strategy Ju Wang, Head of Greater China FX & Rates Strategy BNP Paribas | Global Markets (Recorded 13 May 20...
Impacts of Russian oil and gas disruptions to the EU
10 May 2022
Contributed by Lukas
With: Marcelo Carvalho, Head of Global Emerging Markets Research Luiz Eduardo Peixoto, Economist, Emerging Markets BNP Paribas | Global Markets ...
The world after the war
06 May 2022
Contributed by Lukas
With: Paul Hollingsworth, Chief European Economist Spyros Andreopoulos, Senior Economist, Europe BNP Paribas | Global Markets (Recorded 04 May ...
Which Rates matter for FX?
28 Apr 2022
Contributed by Lukas
With: Calvin Tse, Head of Americas Developed Markets Strategy Alex Jekov, G10 FX Strategist BNP Paribas | Global Markets (Recorded 27 April 202...
Presidential election in France: Mind the gap
06 Apr 2022
Contributed by Lukas
With: Olivia Frieser, Global Head of Markets 360 Paul Hollingsworth, Chief European Economist Alex Jekov, G10 FX Strategist BNP Paribas London B...
Bank of Japan: How to deal with a very weak yen
01 Apr 2022
Contributed by Lukas
With Jason Lui, Head of East Asia Strategy Hiroshi Shiraishi, Senior Economist, Japan BNP Paribas | Global Markets (Recorded 31 March 2022) U...
USD: Downside risk from cross-border flows
31 Mar 2022
Contributed by Lukas
With: Sam Lynton-Brown, CFA, Head of Global Developed Markets Strategy Alex Jekov, G10 FX Strategist BNP Paribas | Global Markets (Recorded 28 M...
Navigating China’s macro uncertainties (2): FX and rates outlook
29 Mar 2022
Contributed by Lukas
With Jason Lui, Head of East Asia Strategy Ju Wang, Head of Greater China FX & Rates Strategy BNP Paribas Hong Kong Branch | Global Markets (Re...
European fiscal policy: A cushion against the storm
28 Mar 2022
Contributed by Lukas
With Paul Hollingsworth, Chief European Economist Amarjot Sidhu, Economist, UK and Europe BNP Paribas London Branch | Global Markets (Recorded 24 M...
Navigating China’s macro uncertainties (1): Coping with domestic challenges and external headwinds
25 Mar 2022
Contributed by Lukas
With Xingdong (XD) Chen, Head of GM Economic Research, China Jason Lui, Head of East Asia Strategy BNP Paribas | Global Markets (Recorded 24 March 20...
Russia-Ukraine conflict – the impact on nickel
21 Mar 2022
Contributed by Lukas
With Olivia Frieser, Global Head of Markets 360 David Wilson, Senior Metals Strategist BNP Paribas | Global Markets (Recorded 18 March 2022) ...
European equity strategy outlook.
10 Mar 2022
Contributed by Lukas
With: Sam Lynton-Brown, CFA, Head of Global Developed Markets Strategy Ankit Gheedia, CFA, Head of Equity & Derivatives Strategy, Europe BNP Pa...
Eurozone growth, inflation and policy
08 Mar 2022
Contributed by Lukas
With: Luigi Speranza, Chief Global Economist Paul Hollingsworth, Chief European Economist BNP Paribas | Global Markets (Recorded 04 March 2022) ...
Sanctions on Russia: Impacts on the globe
03 Mar 2022
Contributed by Lukas
With: Marcelo Carvalho, Head of Global Emerging Markets Research Luiz Eduardo Peixoto, Economist, Emerging Markets Burak Baskurt, CFA, Chief Em...
Supply chains, what’s in store for 2022?
18 Feb 2022
Contributed by Lukas
With: Paul Hollingsworth, Chief European Economist Luca Pennarola, Economist, Europe BNP Paribas | Global Markets (Recorded 17 February 2022)...
Fed tightening cycles and their impact on the USD
16 Feb 2022
Contributed by Lukas
With: Sam Lynton-Brown, CFA, Head of Global Developed Markets Strategy Alex Jekov, G10 FX Strategist BNP Paribas | Global Markets (Recorded 15 F...
Eurozone wages: The calm before the storm
10 Feb 2022
Contributed by Lukas
With: Paul Hollingsworth, Chief European Economist Pawel Struski, Inflation & Macro Quant Strategist BNP Paribas | Global Markets (Recorded ...
OPEC+ sticks to the agreement but it might be losing its relevance
04 Feb 2022
Contributed by Lukas
With Olivia Frieser, Global Head of Markets 360 David Martin, Head of Commodities Desk Strategy BNP Paribas | Global Markets (Recorded 3 February...
Russia-Ukraine conflict: Implications for commodity markets
03 Feb 2022
Contributed by Lukas
With Olivia Frieser, Global Head of Markets 360 David Martin, Head of Commodities Desk Strategy David Wilson, Metals Strategist BNP Paribas | Global...
Covid-19: Omicron solidifies move away from lockdowns
02 Feb 2022
Contributed by Lukas
With: Marcelo Carvalho, Head of Global Emerging Markets Research Luiz Eduardo Peixoto, Economist, Emerging Markets BNP Paribas | Global Markets (Re...
Credit markets – the cycle is turning down
25 Jan 2022
Contributed by Lukas
With: Olivia Frieser, Global Head of Markets 360 Viktor Hjort, Global Head of Credit Strategy and Desk Analysts BNP Paribas | Global Markets (Record...
The EU Taxonomy review: the impact of including natural gas and nuclear power
21 Jan 2022
Contributed by Lukas
With: Olivia Frieser, Global Head of Markets 360 Trevor Allen, Sustainability Research Analyst BNP Paribas | Global Markets (Recorded 20 January ...
The fiscal-cliff illusion
18 Jan 2022
Contributed by Lukas
With: Paul Hollingsworth, Chief European Economist Amarjot Sidhu Economist, UK and Europe Andrew Schneider Senior Economist, US BNP Paribas | ...
European Equity outlook - preparing for lift off
14 Jan 2022
Contributed by Lukas
With: Sam Lynton-Brown, CFA, Head of Global Developed Markets Strategy Ankit Gheedia, CFA, Head of Equity & Derivatives Strategy, Europe BNP Pa...
Fed: Fast Policy Exit
12 Jan 2022
Contributed by Lukas
With: Olivia Frieser, Global Head of Markets 360 Luigi Speranza, Chief Global Economist Shahid Ladha, Head of Strategy for G10 rates north Ame...
Central banks: December’s hawkish drift
20 Dec 2021
Contributed by Lukas
With: Olivia Frieser, Global Head of Markets 360 Luigi Speranza, Chief Global Economist BNP Paribas London Branch | Global Markets (Recorded 17...
Central Banks: 2021 grand finale
10 Dec 2021
Contributed by Lukas
With: Luigi Speranza, Chief Global Economist Paul Hollingsworth, Chief European Economist BNP Paribas London Branch | Global Markets (Recorde...
Omicron: new variant, old template
02 Dec 2021
Contributed by Lukas
With: Olivia Frieser,Global Head of Markets 360 Luigi Speranza, Chief Global Economist Sam Lynton-Brown, Head of Global Developed Markets Stra...
Global Outlook 2022 | Bullish - selectively
30 Nov 2021
Contributed by Lukas
Listen to our first public podcast! (Recorded 22 November 2021) With: Olivia Frieser, Global Head of Markets 360 Luigi Speranza, Chief Glo...