Our Insight

Weekly Podcasts

  • 26 JUNE: Economic barometer: How's the US economy? PODCAST
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    26 JUNE: Economic barometer: How's the US economy?

    What is the data telling us about the US economy? Lewis Alexander, Chief US Economist, and George Goncalves, Head of US Fixed-Income Strategy, speak to Andy Cates, Chief Euro-Area Economist, about the state of the US economy and the Fed’s balance sheet unwind. [8 mins]

  • 23 MAY: Letter From America  PODCAST
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    23 MAY: Letter From America

    Fresh from a trip to the US, Bilal Hafeez, Head of Fixed Income Research, EMEA, compares the investor outlooks in the US and Europe, including projections for the dollar, the important difference between Macron and Trump, and the only global consensus in EM. [9 mins]

  • 30 MAY: Why have the Asia risks eased? PODCAST
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    30 MAY: Why have the Asia risks eased?

    Rob Subbaraman, Chief Economist, Asia ex-Japan, takes Bilal Hafeez, Head of Fixed Income Research in EMEA, through the four reasons why the outlook is looking better for Asia, why the upcoming National Congress of China is important, and his predictions for the region in 2018. [14 mins]

  • 5 JUNE: How will the UK election move markets? PODCAST
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    5 JUNE: How will the UK election move markets?

    Polls for this week’s UK general election are tightening with some suggesting a hung parliament is possible. George Buckley, Chief UK Economist, and Jordan Rochester, FX Strategist, speak to Bilal Hafeez, Head of Fixed Income Research, EMEA about how markets are reacting to the unexpectedly close race. [12 mins]

  • 12 JUNE: Implications of a hung parliament PODCAST
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    12 JUNE: Implications of a hung parliament

    The UK election resulted in a hung parliament where no party was able to secure a majority. George Buckley, Chief UK Economist, and Jordan Rochester, FX Strategist, speak to Bilal Hafeez, Head of Fixed Income Research, EMEA about the potential implications of a hung parliament for markets. [15 mins]

  • 18 JUNE: Where is the Eurozone economy heading? PODCAST
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    18 JUNE: Where is the Eurozone economy heading?

    Is the Eurozone’s economy finally recovering? Andy Cates, Chief Euro-area Economist, and Renuka Fernandez, Senior European Fixed Income Strategist, speak to Bilal Hafeez, Head of Fixed Income Research, EMEA about the recovery, the bond market, and the politics in the Eurozone. [11 mins]

  • 8 MAY: Why is the US dollar overvalued?  PODCAST
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    8 MAY: Why is the US dollar overvalued?

    The dollar’s valuation typically goes up or down in seven years cycles. In this podcast, Bilal Hafeez, Head of Fixed Income Research, EMEA explains why he believes 2017 is likely the beginning of a multiyear downturn for the US dollar. [9:30]

  • 3 MAY: Indian demonetization and rate rise PODCAST
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    3 MAY: Indian demonetization and rate rise

    As India progresses towards being fully remonetized, Sonal Varma, Chief India Economist, speaks to Bilal Hafeez, Head of Fixed Income Research in EMEA, on the prospect of an interest rate rise. [12:07]

  • 20 MARCH: Bank of Japan's monetary policy  PODCAST
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    20 MARCH: Bank of Japan's monetary policy

    The Bank of Japan currently has a different monetary policy stance than most countries. To help us better understand Japan's monetary policy and its impact on financial markets, Naka Matsuzawa, Chief Japan Rates Strategist, speaks to Bilal Hafeez, Head of Fixed Income Research in EMEA. [13:00]

  • 13 MARCH: What is next for South Korea?  PODCAST
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    13 MARCH: What is next for South Korea?

    It's not often South Korean politics is in the international spotlight, but things have changed since the impeachment of its president. Young Sun Kwon, Senior Korean Economist, speaks to Bilal Hafeez, Head of Fixed Income Research in EMEA, about the geopolitical situation in the Korean Peninsula. [16:00]

  • 6 MARCH: Where is the US economy heading now? PODCAST
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    6 MARCH: Where is the US economy heading now?

    Last week was a big week for the US economy – Donald Trump addressed Congress and Janet Yellen suggested that a rate hike is imminent. To discuss the market moving factors from these speeches Lewis Alexander, our Chief US Economist, speaks to Bilal Hafeez, Head of Fixed Income Research in EMEA. [18:00]

  • 20 FEB: Nomura's guide to the French election  PODCAST
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    20 FEB: Nomura's guide to the French election

    The French Presidential election, to be held on 23 April and 7 May, is a key political risk this year. Charles St-Arnaud, Senior International Economist and Bilal Hafeez, Head of Fixed Income Research in EMEA, discuss the ins and outs of the French election. [12:54]

  • 6 FEB: A shift in the global inflation regime PODCAST
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    6 FEB: A shift in the global inflation regime

    An erosion of spare capacity and a slow-burn “de-globalisation” of the world economy may push inflation higher than forecasters expect. Andy Cates, Chief Euro-area Economist, and George Buckley, Chief UK Economist, discuss the forces propelling global inflation.
    [11.45]

  • 30 JAN: 'America First' and emerging markets PODCAST
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    30 JAN: 'America First' and emerging markets

    Fiscal stimulus, trade protectionism, tougher immigration rules and foreign policy are at the heart of President Trump’s agenda. Inan Demir, Senior Emerging EMEA Economist, discusses which markets are most vulnerable, with Andy Cates, Chief Euro-area Economist.
    [10.30]

  • 23 JAN: What's driving eurozone optimism? PODCAST
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    23 JAN: What's driving eurozone optimism?

    Eurozone growth and inflation data look to be surprising the consensus. Our Chief Euro-area Economist, Andy Cates, outlines domestic and global demand, the ECB’s options, protectionism and the potentially destabilising eurozone elections, as he speaks with Jordan Rochester.
    [11:30]

  • 16 JAN: Can the UK have its cake and eat it too? PODCAST
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    16 JAN: Can the UK have its cake and eat it too?

    Economics is increasingly driven by politics. Today's podcast explores Teresa May's speech, the rhetoric on free-trade agreements, immigration restrictions and the possible market impact of the Supreme Court ruling, with Bilal Hafeez in conversation with Jordan Rochester.
    [13:21]

  • 9 JAN: The weak dollar revolution could be tweeted PODCAST
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    9 JAN: The weak dollar revolution could be tweeted

    Ahead of next week's Trump inauguration, we look at his proposals on international trade which could signal one of the largest reversals in US bipartisan policy in decades and see a weak dollar policy.
    [15:45]

  • 19 DEC: What are we expecting for 2017? PODCAST
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    19 DEC: What are we expecting for 2017?

    In this week's podcast, Kevin Gaynor, Head of International Research, joins Bilal to discuss how the markets have moved over the course of the past year, as well as his predictions for the US economy.
    [16.20]

  • 13 DEC: Will politics trump economics in Asia? PODCAST
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    13 DEC: Will politics trump economics in Asia?

    In this week's podcast, we explore the likely impact global political changes will have in Asia in 2017 in a conversation with our Asian Economist, Rob Subbaraman. .
    [19:50]

  • 22 NOV: Investing in the new politics of 2017 PODCAST
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    22 NOV: Investing in the new politics of 2017

    In the first in our series of weekly economic podcasts, Bilal Hafeez, Head of Fixed Income Research in EMEA, outlines 14 factors likely to drive continuing geopolitical uncertainty in 2017.
    [10:07]

Connecting Markets

  • Map Tokyo London

    Mitsui Sumitomo Insurance / Amlin

    Financial Advisor to Mitsui Sumitomo Insurance on its acquisition of Amlin

  • Map Osaka Missouri

    Panasonic / Hussmann

    Financial Advisor to Panasonic on its acquisition of Hussmann

  • Map Tokyo Almere

    Recruit Holdings / USG People

    Sole Financial Advisor to Recruit on its acquisition of USG People 

  • Map Turin SaoPaulo

    ASTM-SIAS / Ecorodovias-Vem ABC

    Sole M&A Advisor to ASTM and SIAS on the acquisition of a majority stake in Ecorodovias and Vem ABC 

  • Map Osaka Washington

    Daikin / Flanders

    Sole Financial Advisor to American Air Filter, a wholly owned subsidiary of Daikin, on its acquisition of Flanders

  • Map NewOrleans Paris

    Sazerac / Paddy Whiskey (Pernod-Ricard)

    Sole Financial Advisor to Pernod Ricard 

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Tap into the word’s fastest growing economies with over 29,000 experts worldwide. VIDEO

Tap into the word’s fastest growing economies with over 29,000 experts worldwide.

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