With  Carl Riccadonna, Chief Economist, US | BNP Paribas Securities Corp Andrew Schneider,  Economist, US   | BNP Paribas Securities Corp Thomas Rosenkoetter,  Head of Government Affairs |  BNP Paribas Securities Corp In this podcast, Chief US Economist Carl Riccadonna,  Head of US Government Affairs Tom Rosenkoetter and Senior US Economist Andy Schneider discuss what’s at stake based on the likely results of the US midterm elections.   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    Hosted on Ausha. See ausha.co/privacy-policy for more information.

With:  Trevor Allen, Head of Sustainability Research   Sumati Semavoine-Jain, Sustainability Research Analyst BNP Paribas | Global Markets (Recorded 17 October 2022)    Trevor and Sumati are back to discuss biodiversity, and more specifically, how it can be addressed within equity portfolios.  Biodiversity remains a minor determinant of corporate ESG scores, and there is no readily available single metric to monitor a company’s effect on nature. Identifying investment opportunities, therefore, requires a tailored approach.  Our methodology looks at the flow of natural resources in supply chains (how corporates source, manage, monitor and recycle them) and aims to identify both: ‘enablers’, providers of solutions for change and ‘leaders’, early adopters of change.  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    Hosted on Ausha. See ausha.co/privacy-policy for more information.

With:  Trevor Allen, Head of Sustainability Research   Sumati Semavoine-Jain, Sustainability Research Analyst BNP Paribas | Global Markets (Recorded 14 September 2022)    Underpricing of biodiversity has caused unsustainable depletion of natural resources, with limited costs to harmful industries. But progress to measure and correct externalities is under way. Investors should start mapping their portfolios’ dependencies and impacts on nature, just as they monitor greenhouse gas emissions. We see a particularly significant financing gap in emerging markets, as they tend to face higher physical and transition risks than developed markets and to be richer in biodiversity.  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    Hosted on Ausha. See ausha.co/privacy-policy for more information.

With:  Trevor Allen, Head of Sustainability Research  Spyros Andreopoulos, Senior Economist, Europe  BNP Paribas | Global Markets (Recorded 5 September 2022)   What does the net zero transition mean for inflation and how could renewable energy help to cool down prices.  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   Hosted on Ausha. See ausha.co/privacy-policy for more information.

With:  Luiz Eduardo Peixoto, Economist, Emerging Markets Mohamed Abdelmeguid, Economist, MENA BNP Paribas | Global Markets (Recorded 24 June 2022)  Egypt is at a critical juncture as talks with the IMF progress amid market access constraints and a challenging external environment. We explore the prospects of an IMF deal, along with financing options and the central bank’s reaction function.   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  Hosted on Ausha. See ausha.co/privacy-policy for more information.

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    Hosted on Ausha. See ausha.co/privacy-policy for more information.

With:  Sam Lynton-Brown, CFA,  Head of Global Developed Markets Strategy Alex Jekov, G10 FX Strategist BNP Paribas | Global Markets (Recorded 7 June  2022)  The USD’s failure to weaken following Fed lift-off reflects the high level of uncertainty around inflation and the fed funds path, causing high volatility in rate expectations, we argue.  The spillover from higher rates vol to FX vol has made FX carry trades less attractive, in turn preventing high beta currencies from strengthening.  We think the Fed cycle is now fairly priced. Rates vol and, in turn, FX vol may be peaking, which suggests to us that the next leg in the USD is likely to be down as investors initiate carry trades.     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   Hosted on Ausha. See ausha.co/privacy-policy for more information.

With:  Gustavo Arruda, Head of Emerging Markets Research, Global Markets Latam Felipe Klein, Economist, Chile and Colombia BNP Paribas | Global Markets (Recorded 27 May 2022)  Inflation has been a Global issue. Latin America has long experience on inflation. In this episode we will talk about the Colombia 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   Hosted on Ausha. See ausha.co/privacy-policy for more information.

With:  Gustavo Arruda, Head of Emerging Markets Research, Global Markets Latam Florencia Vazquez, Economist, Argentina BNP Paribas | Global Markets (Recorded 26 May 2022)  Inflation has been a Global issue. Latin America has long experience on inflation. In this episode we will talk about the Argentina experience. We discuss 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   Hosted on Ausha. See ausha.co/privacy-policy for more information.

With:  Gustavo Arruda, Head of Emerging Markets Research, Global Markets Latam Pamela Díaz Loubet, Economist, Mexico BNP Paribas | Global Markets (Recorded 25 May 2022)  Inflation has been a Global issue. Latin America has long experience on inflation. In this episode we will talk about the Mexico 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    Hosted on Ausha. See ausha.co/privacy-policy for more information.