19 May 2022 21:09 min Paul Smith, Ph.D. Annabel Fiddes Andrew Harker
Local COVID-related lockdowns in mainland China, the war in Ukraine, labor shortages, and supply chain disruptions continue to negatively impact...
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Economics & Country Risk Podcasts
Our experts provide a 360-degree perspective across countries, risks, industries, and commodities to ensure you make the best possible decisions.
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Latest Podcasts
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15 May 2022 47:56 min John Raines Chris Varvares Carlos Caicedo Hannah Cotillon Bree Neff
A number of critical elections in 2022 will influence more than who holds political office.
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21 April 2022 24:10 min John Anton John Mothersole
Join our metals experts, John Anton and John Mothersole as they delve into the volatility of metals pricing in the wake of the Russian invasion...
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02 April 2022 19:27 min Alisa Strobel Archbold Macheka Thea Fourie
Like most of the world, the Sub-Saharan African region is only slowly starting to recover from the full impact of the COVID-19 pandemic.
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19 March 2022 20:39 min Paul Smith, Ph.D. Joseph Hayes Andrew Harker
Our PMI (tm) team digs into the February PMI survey results which indicate waning impacts from COVID-19 on the services economies and large bounces...
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27 February 2022 14:41 min John Anton Maxwell Clarke
Pricing pressures on nonferrous metals have negatively impacted the machinery and equipment categories – specifically electrical machinery.
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26 February 2022 14:41 min John Anton John Mothersole
Our pricing and purchasing team digs in to understand how inflation, cost of good, labor costs, and commodity prices are going to fair in the...
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19 February 2022 15:35 min Thea Fourie Chris Suckling, Ph.D. Alisa Strobel
The US Federal Reserve is expected to start rate tightening in March. What will this mean for countries in Sub-Saharan Africa with less solid...
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12 February 2022 2:29 min Carlos Pascual Roger Diwan Paul McConnell Natznet Tesfay Deepa Kumar Laurence Allan David Li
Volatility shocks to a wide range of sectors will likely continue for much of the year ahead. Not only are global threats increasing, but they’re...
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03 February 2022 40:10 min John Raines, Ph.D. Jose Sevilla-Macip Blanka Kolenikova Sophie Malin Lindsay Newman
Immigration has quickly become one of the frontline issues affecting the stability of societies and economies. Our experts delve into the impact...
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25 January 2022 25:45 min Thea Fourie Martin Roberts Langelihle Malimela
Our sub-Saharan research team discusses the current political challenges connected to elections, and pre-elections, in South Africa and Nigeria....
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20 January 2022 20:19 John Anton Michael Dall
Following on a year of severe supply disruption including weather, trade challenges, and supply chain breakdowns, are chemical markets slowly...
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10 January 2022 36:39 Chris Varvares Brian Lawson Rajiv Biswas Todd Lee, Ph.D. John Mothersole Sara Johnson Elisabeth WaelbroeckRocha Ken Wattret Joel Prakken, Ph.D.
IHS Markit economists will reveal our top-10 predictions for the global economy in 2022. Topics include the recovery paths of major economies...
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18 December 2021 40:19 Langelihle Malimela Theo Acheampong, Ph.D. Thea Fourie
Our Africa team explores how Africa and constituent countries fared through 2021 and then take us to 2022 and what they see in terms of economic...
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13 December 2021 23:35 Paul Smith, Ph.D. Andrew Harker Pollyanna De Lima Joseph Hayes
Our PMI research team discusses currency valuations, the impact of price pressures on business performance, and our latest survey results.
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04 December 2021 12:16 John Anton John Mothersole
The United States and the EU have agreed to Section 232 revisions that take effect on 1 January 2022. The new agreement is much like the quota-and-tariff...
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04 December 2021 12:16 John Anton John Mothersole
John Anton and John Mothersole sit down to break this big spend bill apart and help us get into the details of the impact to our supply chains...
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13 November 2021 18:13 Chris Suckling, Ph.D. Sian Jones
Our research team pulls back the curtain to talk through what they were seeing and watching in the data as this shortage came to the forefront....
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30 October 2021 28:41 Anna Boyd Natznet Tesfay Veronica Burford
The concept of social license to operate has been around for a long time in both mining and energy sectors. Many companies have established practices...
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25 October 2021 20:40 John Raines, Ph.D. Asad Ali Ludovico Carlino
Having defeated the Afghan government militarily and negotiated the departure of foreign forces from the country, the Taliban’s focus is now...
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21 October 2021 18:27 John Raines, Ph.D. Jonathan Ablett
Choices made today by consumers, corporations and governments are leading to consequences in the latter half of this century that determine whether...
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15 October 2021 36:56 Anton Casteleijn Theo Acheampong, Ph.D. Alisa Strobel Brian Lawson
Fintech is a major force shaping the structure of the financial industry in Sub-Saharan Africa and it is rapidly changing the competitive landscape....
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07 October 2021 17:12 Roderick Bruce Eva Renon
How complete is your risk profile? Looking at LNG projects in Mozambique and Tanzania
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28 September 2021 24:19 John Anton Emily Crowley Sophie Malin
Tight labor markets are causing issues for services and manufacturing industries around the globe. These labor shortages are creating and exacerbating...
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20 September 2021 37:30 Jordan Anderson Jihane Boudiaf Ailsa Rosales Diego Iscaro Petya Barzilska
In this episode, we look at how climate change is disrupting regional stability, shaping future policy, shifting economic growth and investment...
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13 September 2021 19:50 Paul Smith, Ph.D. Andrew Harker Usamah Bhatti
Malaysian factories suffered shutdowns in June due to the rise in Delta variant cases and, as of now, are still not operating at full capacity....
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08 September 2021 24:21 Langelihle Malimela Theo Acheampong, Ph.D. Thea Fourie
Hakainde Hichilema, the leader of the United Party for National Development, won the 12 August Zambian presidential election. In today’s episode...
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02 September 2021 17:39 John Anton Maxwell Clarke
What goes up for machinery, may not come down
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14 August 2021 39:30 Jack A. Kennedy Yasmine Ghozzi Ludovico Carlino
Often held up as the only democratic success story to come out of the Arab Spring, Tunisia has struggled through a decade of consistent unrest...
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07 August 2021 19:44 Paul Smith, Ph.D. Sian Jones Andrew Harker
What’s driving growth in manufacturing production around the globe? Our PMI economists join us to discuss what our PMI surveys are telling us...
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31 July 2021 19:54 mins John Mothersole John Bauman
After many choppy weeks for commodity markets, the transition in pricing is finally beginning.
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29 July 2021 24:04 Anton Casteleijn Thea Fourie Silvia Macri Nezo Sobekwa
What began as violent protests calling for the release of former president Jacob Zuma from prison in several parts of KwaZulu-Natal province...
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20 July 2021 21:43 Asad Ali John Raines, Ph.D.
The US recently announced a long-awaited withdrawal despite the fact that the Taliban is making advancements in the country. Progress on many...
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19 July 2021 28:07 Alisa Strobel Jordan Anderson Eva Renon Langelihle Malimela
Episode 97: Ethiopian election - Impacts to ongoing conflict and economic growth
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10 July 2021 10:59 Thea Fourie Langelihle Malimela Deepa Kumar
Episode 96: The impact of the Delta Variant in Southern Africa
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06 July 2021 14:13 Alexia Ash Carlos Caicedo
In today’s episode, we are once again talking about an incident that is highly unlikely to happen – it’s called a Realistic Disaster Scenarios...
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EnergyCents - Ep 42: Texas Forever: Why Houston will maintain its role as the world’s energy capital
30 June 2021 41:29 min Karl Kuykendall
More than 20% of Houston GDP relates to activities in the traditional energy industry – a sector that is being disrupted by innovation in low-carbon...
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30 June 2021 18:07 Deni Koenhemsi John Anton Scott Hazelton
The news, and our podcasts, have been filled with stories about the dramatic rise in lumber prices – until 2 weeks ago when prices fell.
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19 June 2021 14:32 Thea Fourie Andrew Harker Alisa Strobel
Sub-Saharan Africa suffered a sharp economic contraction over the last year. Pandemic lockdowns, trade and supply Chain disruptions, and employment...
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16 June 2021 38:21 min Coralie Laurencin
EnergyCents- Ep 40: Entrance fees: EU set to consider levy on border-crossing carbon
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11 June 2021 12:57 Alexia Ash Kevjn Lim
Episode 92: Realistic Disaster Scenarios: Iran regional war risk
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08 June 2021 13:41 John Anton John Mothersole
Episode 91: Commodities may have reached their peak - Looking at the signals
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02 June 2021 14:45 Thea Fourie Eva Renon Roderick Bruce Langelihle Malimela
Implications for Mozambique’s insurgency in the northern Cabo Delgado province
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22 May 2021 14:13 Thea Fourie Eva Renon Archbold Macheka
On the heels of Chad announcing it wanted to participate in the IMF-G20 debt restructuring initiatives, our Africa experts sit down to talk about...
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08 May 2021 16:17 Paul Bingham John Anton
Episode 88: Supply chain issues compound as freight woes continue
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06 May 2021 15:11 Lindsay Newman, Ph.D. Hanna Luchnikava-Schorsch Deepa Kumar
Episode 87: COVID-19 outbreak in India
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05 May 2021 28:16 Lindsay Newman, Ph.D. Sacha Baggili Jack A. Kennedy Ralf Wiegert, Ph.D. Jihane Boudiaf
It’s a divided and disparate recovery story across the MENA region depending on each country’s ability to access and provide vaccines to their...
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29 April 2021 22:32 Lindsay Newman, Ph.D. Dijedon Imeri Diego Iscaro Eoin Ryan
In this episode, our country risk and life science experts come together to talk about supply chain challenges, heightened protectionist moments...
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20 April 2021 15:17 John Anton Deni Koenhemsi
Lumber climbs sky-high
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11 April 2021 13:41 William Farmer Thea Fourie Lindsay Newman, Ph.D.
Episode 83 The geopolitical challenges of COVID-19 vaccine delivery Sub Saharan Africa
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06 April 2021 19:44 Chris Suckling, Ph.D. Thea Fourie Theo Acheampong, Ph.D.
Join our Sub-Saharan Africa team in their discussion on the debt relief efforts being offered by the IMF and the G20 to the region. Is it enough?...
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23 March 2021 11:57 John Anton
With steel prices hitting record highs, and supplies being tight in many regions, our Director of Pricing & Purchasing, John Anton, sits with...
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19 March 2021 29:40 Alexia Ash Carla Selman Johanna Marris Ailsa Rosales
Most of us discuss ECG at the corporate level, but what if we looked at the country level? Last year we launched a Sovereign ESG index to provide...
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16 March 2021 28:35 Lindsay Newman, Ph.D. Bree Neff Sophie Cairns Deepa Kumar
The Asia-Pacific region is well-placed in the coronavirus disease 2019 (COVID-19) vaccine rollout, with both India and China having sufficient...
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09 March 2021 7:44 Patrick Warren John Anton
Join John Anton and Patrick Warren from our pricing and purchasing team as they talk about the increases in packaging costs in the first half...
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23 February 2021 17:19 Rajiv Biswas Todd Lee Yating Xu Lei Yi
Episode 77: China’s Economic Outlook in the Year of the Ox
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20 February 2021 26:53 Natznet Tesfay Dr. Marie Lechler Alisa Strobel William Farmer Archbold Macheka Thea Fourie
One of the many fallouts from the Covid-19 pandemic is disruptions to global supply chains. As we start to restructure supply chains, our Sub...
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18 February 2021 26:53 Lindsay Newman, Ph.D. Johanna Marris Rafael Amiel, Ph.D.
Episode 75: Geopolitics of Covid-19 Vaccine role out: Latin America
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09 February 2021 18:03 Rajiv Biswas Lei Yi Yating Xu Angus Lam
While bond defaults are not uncommon in Mainland China, a few recent defaults have triggered a strong response. What makes these different? Well...
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02 February 2021 29:29 Rajiv Biswas
Episode 73: When will APAC economy recover? A regional outlook for 2021
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27 January 2021 15:58 Sophie Malin John Anton John Mothersole
Episode 72: Supply chain disruptions - Continued shortages in materials and labor
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09 January 2021 27:59 John Anton
In our first pricing focused podcast of 2021, John Anton talks about the very tumultuous steel market. While demand not back to pre-pandemic...
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04 January 2021 15:33 Johanna Marris John Raines, Ph.D.
Episode 69: Cargo and supply chain disruptions in Mexico
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23 December 2020 16:35 Brian Lawson Greta Butaviciute Alyssa Grzelak
Episode 68: Banking sector risks to watch in 2021
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15 December 2020 20:29 John Anton Michael Dall
Episode 67: Commodity prices in 2021 for key chemicals, plastics, and metals
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21 November 2020 15:52 Rajiv Biswas Angus Lam
Indonesia, the biggest economy in SE Asia and had been growing at a rapid pace. However, it has been suffering terribly since the beginning of...
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15 November 2020 27:59 John Anton John Mothersole
John Anton and John Mothersole join us for another wide-ranging discussion around the global metal’s markets. They start off discussing the impact...
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31 October 2020 37:23 Chris Suckling, Ph.D. Theo Acheampong, Ph.D. Carla Selman
Last week the IMF and finance ministers from the G20 made some ostensibly landmark decisions affecting the ability of developing countries to...
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26 October 2020 10:56 Chris Williamson
Seven or so months into the global pandemic, and the ensuing economic slowdown, we are finally seeing some positive movement. While September...
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12 October 2020 18:25 Brian Lawson
Join our capital markets specialist, Brian Lawson, as he talks about the recent developments in the sector.
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28 September 2020 13:22 Sophie Malin
Episode 61: What's happening in labor markets across Europe?
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26 September 2020 23:27 Rajiv Biswas
Episode 60: Asia Pacific economic outlook shocks and impact on supply chains
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20 September 2020 08:10 John Anton KC Chang, B.com, MA, MS
Episode 59: All that's silver is not gold... or is it?
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15 September 2020 11:33 Deni Koenhemsi John Anton
Episode 58: Lumber carrying its weight in price
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02 September 2020 9:14 Angus Lam
Episode 57: New policies for the Indian banking sector
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27 August 2020 20:22 John Raines, Ph.D. Raj Badiani Jan Gerhard
Brexit is coming
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17 August 2020 15:49 Columb Strack Ralf Wiegert, Ph.D. Firas Modad George Devereese
Join experts from both our Economics & Country Risk and Maritime & Trade teams as they provide an overview of the situation in Lebanon in the...
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13 August 2020 17:47 John Raines, Ph.D. John Anton Emily Crowley Johanna Marris
One month after the enactment of the new USMCA trade agreement our experts look at what the agreement really means for industry, labor, and politics....
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03 August 2020 22:23 Rajiv Biswas
The economic outlook for India in the wake of the COVID-19 outbreak
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30 July 2020 29:54 Jack A. Kennedy Firas Modad
The convergence of economic dislocation, political instability, and inter-regional power struggles are driving unrest across the region.
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22 July 2020 15:19 Brian Lawson
Episode 51 - Emerging Market Issuers Push Debt Maturity
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14 July 2020 16:09 John Anton John Mothersole
Episode 50: Complicated time for buyers—steel and nonferrous metals taking divergent tracks
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10 July 2020 19:28 Alyssa Grzelak
Banking Risk - Banking sector stress in emerging markets, the next wave of the COVID-19 fallout
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Episode 48 : Risk intelligence - Understanding what’s happening amidst the noise of information flow
26 June 2020 19:03 John Raines, Ph.D. Justin Valentino Hugo Foster
Risk intelligence - Understanding what’s happening amidst the noise of information flow
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19 June 2020 13:35 John Raines, Ph.D. Brian Lawson
Sustainability-Linked Bonds
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28 May 2020 23:59 Rajiv Biswas
The economic impact of lockdown on the Asia Pacific economy
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21 May 2020 17:07 Emily Crowley Sophie Malin
Changing labor market and wage outlook in the wake of COVID-19
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15 May 2020 32:51 John Raines, Ph.D. Blanka Kolenikova Deepa Kumar Carlos Caicedo
Episode 45: Charismatic leadership during COVID-19
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12 May 2020 8:39 Gabrielle Ventura
In today's episode, Gabrielle Ventura, an economist for our Banking Risk Service, discusses the fall of the Lebanese banking sector.
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04 May 2020 17:36 Brian Lawson Dr. Marie Lechler John Raines, Ph.D.
Capital Markets Weekly: Emerging market sovereigns enjoy deal rush
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25 April 2020 21:17 John Anton John Mothersole
The impact of COVID-19, and what it means for the future of the supply chain.
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24 April 2020 24:20 Brian Lawson
Our capital markets expert, Brian Lawson, takes a look at this week's developments from the scale of the increase in debt burdens and government...
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27 March 2020 12:03 Brian Lawson
This episode looks at how the dual shocks of COVID-19, and falling energy, and natural resource prices are pushing Emerging Market countries...
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26 March 2020 12:08 Rajiv Biswas
Escalating economic shockwaves from Covid-19 in the Asia-Pacific region
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23 March 2020 34:29 Laurence Allan, Ph.D. Steven Knell, Ph.D. Dijedon Imeri Petya Barzilska
Episode 36: European Green Deal - Weathering Covid-19
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14 March 2020 29:02 Chris Varvares Ken Matheny, Ph.D. Ken Wattret Chris Fenske
With the unprecedented business interruptions caused by the outbreak and spread of COVID-19, our experts provide our perspective on the global...
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05 March 2020 13:09 Gabrielle Ventura
Episode 36: Lebanese government and banks change strategy as anti-bank
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04 March 2020 25:54 John Anton Emily Crowley
Sophie Malin discusses the disruption to production starts in china fed by lower return rates of migrant workers.
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02 March 2020 15:01 Brian Lawson
Seven or so months into the global pandemic, and the ensuing economic slowdown, we are finally seeing some positive movement. While September...
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26 February 2020 2:40 Johanna Marris
Johanna Marris, a research analyst with our Country Risk team, provides insight into the recent announcements that both the incumbent and previous...
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26 February 2020 17:16 Brian Lawson
This week, our capital markets expert, Brian Lawson, looks at a week filled with highs and lows.
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17 February 2020 9:56 Tom Jackson
Population growth continues to downshift in most states
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14 February 2020 12:08 Brian Lawson
Capital Markets Weekly - A high appetite for hybrid and perpetual debt
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14 February 2020 14:56 Brian Lawson
Capital Markets Weekly: Emerging market issuance during January reached USD118 billion
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14 February 2020 35:25 Brian Lawson
USMCA: The real story for the US Economy, Mexican politics, and the automotive industry
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12 February 2020 17:38 Brian Lawson
Capital Markets Weekly-France & Greece continue long-dated issuance
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29 January 2020 26:28 Chris Williamson Chris Varvares Ken Wattret Paul Smith, Ph.D.
Leave no stone unturned: Leverage the combined power of nowcasting and forecasting
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29 January 2020 22:18 Paul McGrath Jack A. Kennedy Columb Strack
The Downing Of Flight 752 - How we uncovered what happened and what it means going forward
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24 January 2020 14:56 Brian Lawson
Capital Markets Weekly- Highly-active primary markets continue, display seasonal factors
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24 January 2020 9:56 Rob O'Brien Rajiv Biswas
US-China Phase-one Trade Agreement: Welcome news for the Asia Pacific region?
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24 January 2020 19:48 John Anton Emily Crowley
USMCA impact to labor rates and the auto industry: Understand what's really going to happen
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17 January 2020 2:53 Anton Alifandi
Indonesia’s new labor legislation - Risks from union dissatisfaction
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17 January 2020 16:27 Brian Lawson
Capital Markets Weekly: Emerging market sovereigns enjoy deal rush
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17 January 2020 16:27 William Farmer
Kenyan cabinet reshuffle
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16 January 2020 21:05 Firas Modad Jack A. Kennedy Ege Seckin
US-Iran conflict: Short- and long-term risks
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15 January 2020 7:44 Chris Varvares
The US Economy: Growing at trend
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14 January 2020 26:14 Andrew Birch Alyssa Grzelak
Turkey’s outlook and banking sector in 2020: What risks are hiding on the horizon?
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13 January 2020 12:18 Brian Lawson
Capital Markets Weekly: Markets shrug off Iranian risks and raise a lot of money
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08 January 2020 10:11 Diego Moya-Ocampos, LLB
Venezuela’s conflicting legislatures
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03 January 2020 12:08 Brian Lawson
Capital Markets Weekly - Looking back and looking ahead
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17 December 2019 10:11 Nariman Behravesh, Ph.D.
Nariman Behravesh discusses top-10 predictions for the global economy in 2020. He will examine the elevated risks and assess the risk of a recession...
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16 December 2019 3:45 Laurence Allan, Ph.D.
UK Election 2019
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10 December 2019 10:59 Rajiv Biswas
Southeast Asia’s Economic Outlook for 2020
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06 December 2019 12:03 Rajiv Biswas
Rajiv Biswas talks about the 6th largest economy in the world- India. He discusses the political and economic influences, including the slowdown...
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05 December 2019 15:00 John Mothersole John Anton
Metals supply chain 2020 - Will it stay a buyers market?
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10 July 2019 2:48 John Anton
Steel Update
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25 June 2019 3:54 Andrew Birch
Is economic overheating a possibility?
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14 March 2019 3:33 Emily Crowley
Mexico’s New Free Trade Zone
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