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| Episode | Date |
|---|---|
|
Housing Sector: The Social Value Blueprint
|
Jan 27, 2025 |
|
Positioning in the rise of the global hydrogen economy
|
Sep 26, 2024 |
|
Global EV readiness: Who’ll take charge
|
Jun 28, 2024 |
|
Natural capital: Growing stronger roots in 2024
|
May 22, 2024 |
|
Climate adaptation readiness: A world of greater macro uncertainty
|
Jan 04, 2024 |
|
AI: What could it mean for Emerging markets?
|
Nov 10, 2023 |
|
US: Q4 frost warning - consumer cold front moving in
|
Oct 11, 2023 |
|
Physical climate risk: Enhancing shock absorbers
|
Aug 18, 2023 |
|
H2 consumer outlook: Savings-slasher, Christmas-crasher
|
Aug 04, 2023 |
|
Disinflation and easing cycle in Mexico
|
Jul 12, 2023 |
|
ECO data are hot, lending conditions are not … what it means for the Fed
|
Jun 28, 2023 |
|
Sustainable water: From trickle to torrent
|
Jun 13, 2023 |
|
Real estate amid rising rates: Still correcting
|
Jun 08, 2023 |
|
A South African Pandora’s Box
|
Jun 08, 2023 |
|
LatAm FX and local rates outlook
|
May 26, 2023 |
|
Sustainability unearthed: May
|
May 18, 2023 |
|
The good, the bad, the ugly…and the pause
|
May 11, 2023 |
|
EM food inflation: Menu of unappetising policy choices
|
May 03, 2023 |
|
EU competitiveness boost from green industrial policy
|
Apr 26, 2023 |
|
Q&A: Implications of global banking uncertainty on China
|
Apr 11, 2023 |
|
Eurozone: Tight labour market means more work for ECB
|
Apr 03, 2023 |
|
What changed for Banxico after the financial turmoil?
|
Mar 27, 2023 |
|
Corporate climate transition: Bright ambitions, grim reality
|
Mar 14, 2023 |
|
An ESG take on the Inflation Reduction Act
|
Mar 06, 2023 |
|
Greening the ECB bond portfolio
|
Jan 26, 2023 |
|
Biodiversity: From theory to practice
|
Jan 17, 2023 |
|
ESG bond market in 2023
|
Jan 12, 2023 |
|
COP15: A moment to re-tune
|
Dec 08, 2022 |
|
COP27 – did it deliver?
|
Nov 30, 2022 |
|
What to expect for COP27
|
Nov 07, 2022 |
|
US Midterm preview: Republicans, Recession…and 2011 all over again?
|
Nov 07, 2022 |
|
Addressing biodiversity in the equity market
|
Oct 17, 2022 |
|
Biodiversity: The price and value of natural capital
|
Sep 16, 2022 |
|
Climate and inflation: Hotter prices for a cooler planet
|
Sep 05, 2022 |
|
Egypt: Frontier (and liked) market faces funding pressure
|
Jun 28, 2022 |
|
Inflation in Latam: The case of Brazil
|
Jun 21, 2022 |
|
USD: What goes up…
|
Jun 09, 2022 |
|
Inflation in Latam: The case Colombia
|
May 30, 2022 |
|
Inflation in Latam: The case Argentina
|
May 30, 2022 |
|
Inflation in Latam: The case Mexico
|
May 27, 2022 |
|
European Equities: Buy in May and go away?
|
May 24, 2022 |
|
China: Impact of RMB weakness on equities
|
May 13, 2022 |
|
Impacts of Russian oil and gas disruptions to the EU
|
May 10, 2022 |
|
The world after the war
|
May 06, 2022 |
|
Which Rates matter for FX?
|
Apr 28, 2022 |
|
Presidential election in France: Mind the gap
|
Apr 06, 2022 |
|
Bank of Japan: How to deal with a very weak yen
|
Apr 01, 2022 |
|
USD: Downside risk from cross-border flows
|
Mar 31, 2022 |
|
Navigating China’s macro uncertainties (2): FX and rates outlook
|
Mar 29, 2022 |
|
European fiscal policy: A cushion against the storm
|
Mar 28, 2022 |
|
Navigating China’s macro uncertainties (1): Coping with domestic challenges and external headwinds
|
Mar 25, 2022 |
|
Russia-Ukraine conflict – the impact on nickel
|
Mar 21, 2022 |
|
European equity strategy outlook.
|
Mar 10, 2022 |
|
Eurozone growth, inflation and policy
|
Mar 08, 2022 |
|
Sanctions on Russia: Impacts on the globe
|
Mar 03, 2022 |
|
Supply chains, what’s in store for 2022?
|
Feb 18, 2022 |
|
Fed tightening cycles and their impact on the USD
|
Feb 16, 2022 |
|
Eurozone wages: The calm before the storm
|
Feb 10, 2022 |
|
OPEC+ sticks to the agreement but it might be losing its relevance
|
Feb 04, 2022 |
|
Russia-Ukraine conflict: Implications for commodity markets
|
Feb 03, 2022 |
|
Covid-19: Omicron solidifies move away from lockdowns
|
Feb 02, 2022 |
|
Credit markets – the cycle is turning down
|
Jan 25, 2022 |
|
The EU Taxonomy review: the impact of including natural gas and nuclear power
|
Jan 21, 2022 |
|
The fiscal-cliff illusion
|
Jan 18, 2022 |
|
European Equity outlook - preparing for lift off
|
Jan 14, 2022 |
|
Fed: Fast Policy Exit
|
Jan 12, 2022 |
|
Central banks: December’s hawkish drift
|
Dec 20, 2021 |
|
Central Banks: 2021 grand finale
|
Dec 10, 2021 |
|
Omicron: new variant, old template
|
Dec 02, 2021 |
|
Global Outlook 2022 | Bullish - selectively
|
Nov 30, 2021 |