Economics & Country Risk Podcasts

1. Zambia’s election outcome

   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...

   

2. What goes up for machinery...may not come down?

   02 September 2021 17:39 John Anton Maxwell Clarke

   What goes up for machinery, may not come down

   

3. Tunisia's struggles

   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...

   

4. What our global manufacturing surveys are telling us

   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...

   

5. Episode 100: Semiconductor shortages cause ripples across markets

   31 July 2021 19:54 mins John Mothersole John Bauman

   After many choppy weeks for commodity markets, the transition in pricing is finally beginning.

   

6. Episode 99: The economic impact of unrest in South Africa

   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...

   

7. Episode 98: The future of Afghanistan

   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...

   

8. Episode 97: Ethiopian election - Impacts to ongoing conflict and economic growth

   19 July 2021 28:07 Alisa Strobel Jordan Anderson Eva Renon Langelihle Malimela

   Episode 97: Ethiopian election - Impacts to ongoing conflict and economic growth

   

9. Episode 96: The impact of the Delta Variant in Southern Africa

   10 July 2021 10:59 Thea Fourie Langelihle Malimela Deepa Kumar

   Episode 96: The impact of the Delta Variant in Southern Africa

   

10. Episode 95: Realistic Disaster Scenario - What if Latin America sees a surge in violent unrest?

    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...

    

11. 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...

    

12. Episode 94: Volatility in building materials - A classic supply and demand story

    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.

    

13. Episode 93: Consumer outlook for Sub-Saharan Africa

    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...

    

14. EnergyCents- Ep 40: Entrance fees: EU set to consider levy on border-crossing carbon

    16 June 2021 38:21 min Coralie Laurencin

    EnergyCents- Ep 40: Entrance fees: EU set to consider levy on border-crossing carbon

    

15. Episode 92: Realistic Disaster Scenarios: Iran regional war risk

    11 June 2021 12:57 Alexia Ash Kevjn Lim

    Episode 92: Realistic Disaster Scenarios: Iran regional war risk

    

16. Episode 91: Commodities may have reached their peak - Looking at the signals

    08 June 2021 13:41 John Anton John Mothersole

    Episode 91: Commodities may have reached their peak - Looking at the signals

    

17. Episode 90: Implications for Mozambique’s insurgency in the northern Cabo Delgado province

    02 June 2021 14:45 Thea Fourie Eva Renon Roderick Bruce Langelihle Malimela

    Implications for Mozambique’s insurgency in the northern Cabo Delgado province

    

18. Episode 89: What’s next for the Central African Economic and Monetary Community (CEMAC) region?

    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...

    

19. Episode 88: Supply chain issues compound as freight woes continue

    08 May 2021 16:17 Paul Bingham John Anton

    Episode 88: Supply chain issues compound as freight woes continue

    

20. Episode 87: COVID-19 outbreak in India

    06 May 2021 15:11 Lindsay Newman, Ph.D. Hanna Luchnikava-Schorsch Deepa Kumar

    Episode 87: COVID-19 outbreak in India

    

21. Episode 86: COVID-19 Vaccine rollout across the Middle East and North Africa

    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...

    

22. Episode 85: Covid-19 vaccine rollout across Europe

    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...

    

23. Episode 84: Lumber climbs sky-high

    20 April 2021 15:17 John Anton Deni Koenhemsi

    Lumber climbs sky-high

    

24. Episode 83: The geopolitical challenges of COVID-19 vaccine delivery: Sub Saharan Africa

    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

    

25. Episode 82: Sub-Saharan Africa debt relief - Is the international community doing enough?

    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?...

    

26. Episode 80: Steel markets - The big picture

    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...

    

27. Episode 81: Sovereign level ESG in Latin America

    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...

    

28. Episode 79: Covid-19 vaccine rollout across the Asia-Pacific region

    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...

    

29. Episode 78: Box and board packaging prices feeling pressure

    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...

    

30. Episode 77: China’s Economic Outlook in the Year of the Ox

    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

    

31. Supply Chain Diversification: Trade opportunities for Sub-Saharan Africa

    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...

    

32. Episode 75: Geopolitics of Covid-19 Vaccine role out: Latin America

    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

    

33. Episode 74: Chinese bond defaults - It’s not the monetary size that matters

    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...

    

34. Episode 73: When will APAC economy recover? A regional outlook for 2021

    02 February 2021 29:29 Rajiv Biswas

    Episode 73: When will APAC economy recover? A regional outlook for 2021

    

35. Episode 72: Supply chain disruptions - Continued shortages in materials and labor

    27 January 2021 15:58 Sophie Malin John Anton John Mothersole

    Episode 72: Supply chain disruptions - Continued shortages in materials and labor

    

36. Episode 71: Covid-19 pandemic trajectory - What you need to know

    19 January 2021 10:57 Gustav Ando

    Episode 71: Covid-19 pandemic trajectory - What you need to know

    

37. Steel price outlook: Markets in turmoil

    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...

    

38. Episode 69: Cargo and supply chain disruptions in Mexico

    04 January 2021 15:33 Johanna Marris John Raines, Ph.D.

    Episode 69: Cargo and supply chain disruptions in Mexico

    

39. Episode 68: Banking sector risks to watch in 2021

    23 December 2020 16:35 Brian Lawson Greta Butaviciute Alyssa Grzelak

    Episode 68: Banking sector risks to watch in 2021

    

40. Episode 67: Commodity prices in 2021 for key chemicals, plastics, and metals

    15 December 2020 20:29 John Anton Michael Dall

    Episode 67: Commodity prices in 2021 for key chemicals, plastics, and metals

    

41. Episode 66: Indonesian banking sector outlook

    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...

    

42. Episode 65: Current state of the global metals market

    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...

    

43. Episode 64: Fiscal austerity, the IMF, and the G20: Holding off another lost decade?

    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...

    

44. Episode 63: Where economic trends are heading

    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...

    

45. Episode 62: Capital Market trends

    12 October 2020 18:25 Brian Lawson

    Join our capital markets specialist, Brian Lawson, as he talks about the recent developments in the sector.

    

46. Episode 61: What's happening in labor markets across Europe?

    28 September 2020 13:22 Sophie Malin

    Episode 61: What's happening in labor markets across Europe?

    

47. Episode 60: Asia Pacific economic outlook shocks and impact on supply chains

    26 September 2020 23:27 Rajiv Biswas

    Episode 60: Asia Pacific economic outlook shocks and impact on supply chains

    

48. Episode 59: All that's silver is not gold... or is it?

    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?

    

49. Episode 58: Lumber carrying its weight in price

    15 September 2020 11:33 Deni Koenhemsi John Anton

    Episode 58: Lumber carrying its weight in price

    

50. Episode 57: New policies for the Indian banking sector

    02 September 2020 9:14 Angus Lam

    Episode 57: New policies for the Indian banking sector

    

51. Episode 56: Brexit is coming

    27 August 2020 20:22 John Raines, Ph.D. Raj Badiani Jan Gerhard

    Brexit is coming

    

52. Episode 55: Beirut Port Explosion- Impact, Outlook for Lebanese Economy & State Failure Risk

    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...

    

53. Episode 54: USMCA free trade agreement one month in

    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....

    

54. The economic outlook for India in the wake of the COVID-19 outbreak

    03 August 2020 22:23 Rajiv Biswas

    The economic outlook for India in the wake of the COVID-19 outbreak

    

55. Episode 52: Rising Insecurity Across The Middle East

    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.

    

56. Episode 51: Emerging market issuers push debt maturity

    22 July 2020 15:19 Brian Lawson

    Episode 51 - Emerging Market Issuers Push Debt Maturity

    

57. Episode 50: Complicated time for buyers—steel and nonferrous metals taking divergent tracks

    14 July 2020 16:09 John Anton John Mothersole

    Episode 50: Complicated time for buyers—steel and nonferrous metals taking divergent tracks

    

58. Episode 49 : Banking sector stress in emerging markets, the next wave of the COVID-19 fallout

    10 July 2020 19:28 Alyssa Grzelak

    Banking Risk - Banking sector stress in emerging markets, the next wave of the COVID-19 fallout

    

59. 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

    

60. Episode 47 : Sustainability-Linked Bonds

    19 June 2020 13:35 John Raines, Ph.D. Brian Lawson

    Sustainability-Linked Bonds

    

61. Episode 46: The impact of COVID-19 on the healthcare industry and policy decisions

    12 June 2020 17:31 Gustav Ando Milena Izmirlieva

    Episode 46: The impact of COVID-19 on the healthcare industry and policy decisions

    

62. The economic impact of lockdown on the Asia Pacific economy

    28 May 2020 23:59 Rajiv Biswas

    The economic impact of lockdown on the Asia Pacific economy

    

63. Episode 43: Changing labor market and wage outlook in the wake of COVID-19

    21 May 2020 17:07 Emily Crowley Sophie Malin

    Changing labor market and wage outlook in the wake of COVID-19

    

64. Episode 45: Charismatic leadership during COVID-19

    15 May 2020 32:51 John Raines, Ph.D. Blanka Kolenikova Deepa Kumar Carlos Caicedo

    Episode 45: Charismatic leadership during COVID-19

    

65. Episode 42: The Lebanese Banking Sector - COVID-19's first financial sector casualty

    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.

    

66. Episode 41: Country vulnerability and how this influences capital markets

    04 May 2020 17:36 Brian Lawson Dr. Marie Lechler John Raines, Ph.D.

    Capital Markets Weekly: Emerging market sovereigns enjoy deal rush

    

67. Episode 39: How low can metals prices go?

    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.

    

68. Episode 40: Post COVID-19 debt sustainability

    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...

    

69. Episode 38: Emerging market sovereign default risk - and international moves to avoid them

    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...

    

70. Escalating economic shockwaves from Covid-19 in the Asia-Pacific region

    26 March 2020 12:08 Rajiv Biswas

    Escalating economic shockwaves from Covid-19 in the Asia-Pacific region

    

71. Episode 36: European Green Deal - Weathering Covid-19

    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

    

72. Episode 35: COVID-19 - Is a recession ahead?

    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...

    

73. Episode 34: Q1 2020 Healthcare Forecast

    10 March 2020 15:25 Eoin Ryan Milena Izmirlieva

    Episode 34: Q1 2020 Healthcare Forecast

    

74. Episode 33: Lebanese government and banks change strategy as anti-bank sentiment escalates

    05 March 2020 13:09 Gabrielle Ventura

    Episode 36: Lebanese government and banks change strategy as anti-bank

    

75. Episode 32: Impact of Covid-19 on global employment and labor markets

    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.

    

76. Episode 31: Capital Markets Weekly - Market sentiment taking a turn for the worse

    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...

    

77. Episode 30: Bolivia’s electoral candidates

    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...

    

78. Episode 29: Capital Markets Weekly - A split week

    26 February 2020 17:16 Brian Lawson

    This week, our capital markets expert, Brian Lawson, looks at a week filled with highs and lows.

    

79. Population growth continues to downshift in most states

    17 February 2020 9:56 Tom Jackson

    Population growth continues to downshift in most states

    

80. Capital Markets Weekly - A high appetite for hybrid and perpetual debt

    14 February 2020 12:08 Brian Lawson

    Capital Markets Weekly - A high appetite for hybrid and perpetual debt

    

81. Capital Markets Weekly: Emerging market issuance during January reached USD118 billion

    14 February 2020 14:56 Brian Lawson

    Capital Markets Weekly: Emerging market issuance during January reached USD118 billion

    

82. USMCA: The real story for the US Economy, Mexican politics, and the automotive industry

    14 February 2020 35:25 Brian Lawson

    USMCA: The real story for the US Economy, Mexican politics, and the automotive industry

    

83. Capital Markets Weekly - France & Greece continue long-dated issuance

    12 February 2020 17:38 Brian Lawson

    Capital Markets Weekly-France & Greece continue long-dated issuance

    

84. Leave no stone unturned: Leverage the combined power of nowcasting and forecasting

    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

    

85. The Downing Of Flight 752: How we uncovered what happened and what it means going forward

    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

    

86. Capital Markets Weekly: Highly-active primary markets continue, display seasonal factors

    24 January 2020 14:56 Brian Lawson

    Capital Markets Weekly- Highly-active primary markets continue, display seasonal factors

    

87. US-China Phase-one Trade Agreement: Welcome news for the Asia Pacific region?

    24 January 2020 9:56 Rob O'Brien Rajiv Biswas

    US-China Phase-one Trade Agreement: Welcome news for the Asia Pacific region?

    

88. USMCA impact to labor rates and the auto industry: Understand what's really going to happen

    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

    

89. Indonesia’s new labor legislation - Risks from union dissatisfaction

    17 January 2020 2:53 Anton Alifandi

    Indonesia’s new labor legislation - Risks from union dissatisfaction

    

90. Capital Markets Weekly: Emerging market sovereigns enjoy deal rush

    17 January 2020 16:27 Brian Lawson

    Capital Markets Weekly: Emerging market sovereigns enjoy deal rush

    

91. Kenyan cabinet reshuffle

    17 January 2020 16:27 William Farmer

    Kenyan cabinet reshuffle

    

92. US-Iran conflict: Short- and long-term risks

    16 January 2020 21:05 Firas Modad Jack A. Kennedy Ege Seckin

    US-Iran conflict: Short- and long-term risks

    

93. The US Economy: Growing at trend

    15 January 2020 7:44 Chris Varvares

    The US Economy: Growing at trend

    

94. Turkey’s outlook and banking sector in 2020: What risks are hiding on the horizon?

    14 January 2020 26:14 Andrew Birch Alyssa Grzelak

    Turkey’s outlook and banking sector in 2020: What risks are hiding on the horizon?

    

95. Capital Markets Weekly: Markets shrug off Iranian risks and raise a lot of money

    13 January 2020 12:18 Brian Lawson

    Capital Markets Weekly: Markets shrug off Iranian risks and raise a lot of money

    

96. Venezuela’s conflicting legislatures

    08 January 2020 10:11 Diego Moya-Ocampos, LLB

    Venezuela’s conflicting legislatures

    

97. Capital Markets Weekly - Looking back and looking ahead

    03 January 2020 12:08 Brian Lawson

    Capital Markets Weekly - Looking back and looking ahead

    

98. Top 10 Predictions for 2020

    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...

    

99. UK Election 2019

    16 December 2019 3:45 Laurence Allan, Ph.D.

    UK Election 2019

    

100. Southeast Asia’s Economic Outlook for 2020

     10 December 2019 10:59 Rajiv Biswas

     Southeast Asia’s Economic Outlook for 2020

     

101. The Indian economic outlook for 2020

     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...

     

102. Metals supply chain 2020 - Will it stay a buyers market?

     05 December 2019 15:00 John Mothersole John Anton

     Metals supply chain 2020 - Will it stay a buyers market?

     

103. Steel Update

     10 July 2019 2:48 John Anton

     Steel Update

     

104. Is economic overheating a possibility?

     25 June 2019 3:54 Andrew Birch

     Is economic overheating a possibility?

     

105. Mexico’s New Free Trade Zone

     14 March 2019 3:33 Emily Crowley

     Mexico’s New Free Trade Zone

     

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