The impact of COVID-19, and what it means for the future of the supply chain. Speakers: John Anton https://ihsmarkit.com/experts/anton-john.html John Mothersole https://ihsmarkit.com/experts/mothersole-john.html Learn more: https://ihsmarkit.com/products/supply-management-solution.html
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 response to what risks some of those financing techniques may bring. Speaker: Brian Lawson ihsmarkit.com/experts/lawson-brian.html Read more: https://ihsmarkit.com/research-analysis/economics-country-risk.html
This episode looks at how the dual shocks of COVID-19, and falling energy, and natural resource prices are pushing Emerging Market countries towards default - and how the IMF and World Bank plan to alleviate these pressures. Speaker: Brian Lawson https://ihsmarkit.com/experts/lawson-brian.html
In this week's episode two of our esteemed APAC analysts discuss the escalating economic shockwaves from the Covid-19 pandemic. As governments have been imposing increasing travel bans and lockdowns worldwide, the Asia-Pacific tourism and travel industry has been caught in its worst crisis ever recorded in modern times. Speakers: Rajiv Biswas https://ihsmarkit.com/experts/biswas-rajiv.html Robert O'Brien
Our experts come together to discuss some of the issues, challenges, and potential opportunities surrounding the European Green Deal and the impact Covid-19 may have on progress. Speakers: Laurence Allan https://ihsmarkit.com/experts/allan-laurence.html Steven Knell https://ihsmarkit.com/experts/knell-steven.html Dijedon Imeri https://ihsmarkit.com/experts/imeri-dijedon.html Petya Barzilska https://ihsmarkit.com/experts/barzilska-petya.html
With the unprecedented business interruptions caused by the outbreak and spread of COVID-19, our experts provide our perspective on the global economic, industry, and financial market developments. Speakers: Chris Varvares, CBE https://ihsmarkit.com/experts/varvares-chris.html Chris Fenske https://ihsmarkit.com/experts/fenske-chris.html Ken Wattret https://ihsmarkit.com/experts/wattret-ken.html Ken Matheny, Ph.D. https://ihsmarkit.com/experts/matheny-ken.html
For our first podcast focused on the healthcare industry, join Milena Izmelieva and Eoin Ryan from our life sciences team as they discuss our Q1 healthcare forecast. After an overview of where we are and what Q2 is looking like, they turn their eyes towards four major markets: Ireland, Netherlands, the United States, and China. Some highlights: - The US and China "phase one" trade deal - Public spending on healthcare in Ireland in light of election results - Higher healthcare spending growth in ...
The recent escalation of protests in Lebanon has highlighted protesters' frustration with the Central Bank of Lebanon (Banque du Liban: BDL) and commercial banks, sparking major announcements by the Lebanese government and two individual banks. Gabrielle Ventura, an economist for our Banking Risk Service provides insights into the situation and what comes next. Speaker: Gabrielle Ventura https://ihsmarkit.com/experts/ventura-gabrielle.html
Our pricing and purchasing team provide insights into what the Covid-19 outbreaks means to labor, employment, ad the supply chain. Sophie Malin discusses the disruption to production starts in china fed by lower return rates of migrant workers. In addition, she addresses which sectors will feel the long-term losses the hardest—think transportation. Emily Crowley expands on the global disruption looking at how this can and will impact US production lines with a slowdown in shipping trade flows. H...
As COVID-19 concerns grow, conditions in markets have moved in a less-positive direction. This week, our capital markets expert, Brian Lawson, looks at how credit spreads have shifted sharply as corporate activity has changed in light of the spread of the virus. He discusses the direct influence that lost production and supply chain disruptions are having. But it's not all bad. In the second half of this episode, he turns to look at green investments including Tokyo electric power, Hong Kong's g...
Johanna Marris, a research analyst with our Country Risk team, provides insight into the recent announcements that both the incumbent and previous presidents of Bolivia plan to participate in upcoming elections increases risks of national violent protests from May 2020. Speaker: Johanna Marris
This week, our capital markets expert, Brian Lawson, looks at a week filled with highs and lows. He starts with the highlights that include some very strong deals as well as improvements to the Icelandic banking market. He then turns to the less positive news around Argentine bond spreads and their extensive debt issue as well as what's unfolding in the Lebanon banking system. Speaker: Brian Lawson https://ihsmarkit.com/experts/lawson-brian.html You can read more about the Lebanese banking crisi...
Our capital markets expert, Brian Lawson, takes a look at this week's developments. A highlight is the tremendous appetite investors have for riskier debt in order to generate solid results. He takes us around the globe looking at these deals and how they are performing. Speaker: Brian Lawson https://ihsmarkit.com/experts/lawson-brian.html Released: 14 February 2020
We have heard a lot about the USMCA but do we really have a good handle on the agreement and what it means? In this episode, our experts take a closer look. Michael Konidaris, from our US team, talks about how the USMCA is different from the old NAFTA agreement, what industries and markets we should watch under the agreement, and how it will impact boarder states with Canada and Mexico and the US Economy. Stephanie Brinley, from our automotive group, talks positives and negatives to the automoti...
In this episode, regional economists Tom Jackson and Heather Upton discuss the causes and effects of slowing population growth across the United States. They look at the effects of a rapid downshift in immigration, decreased birth rates, increased mortality rates, and changes in regional migration on economic growth prospects. Speakers: Tom Jackson and Heather Upton https://ihsmarkit.com/experts/jackson-tom.html Released: 10 February 2020
In this week's episode, Brian Lawson our Senior Economic and Financial Consultant discusses some of the larger emerging market deals including Poland which is the first emerging market issuer of negative-yielding term debt. Speaker: Brian Lawson https://ihsmarkit.com/experts/lawson-brian.html Recorded: 7 February 2020
As expected, this week's supply was curtailed by the Lunar New Year holiday, with equity markets also adversely affected by the potential impacts of China's Coronavirus outbreak on economic growth. Brian Lawson our Senior Economic and Financial Consultant walks through this week's deals. Speaker: Brian Lawson https://ihsmarkit.com/experts/lawson-brian.html Released: 30 January 2020
On January 9, one day after the downing of Ukrainian airliner flight 752, our team released analysis to our clients that indicated that the plane had been accidentally shot down by an IRGC-operated SA-15 surface-to-air missile. Members of our risk team, Paul McGrath, Jack Kennedy, and Columb Strack take you through how they uncovered what really happened – from early indicators of a regional escalation to image analysis and on-the-ground network data. Go behind the research to see the how, when,...
Will Farmer, a country risk analyst covering sub-Saharan Africa, provides a quick look at government instability in Kenya. President Kenyatta dismissed his rival’s ally from Cabinet Secretary post for the Ministry of Agriculture as succession politics intensifies; corruption investigations likely. He provides short-term and long-term implications. Will Farmer, Analyst, Sub-saharan Africa https://ihsmarkit.com/experts/farmer-william.html Released: 26 January 2020
Our top economists sit down to discuss how they put together our nowcasts, and short-, mid-, and long-term forecasts. They talk about how they approach the raw data and then dive into the value of utilizing nowcasts. Spoiler alert: Using a nowcast is critical to getting an accurate forecast and model. Chris Williamson, Chief Business Economist https://ihsmarkit.com/experts/williamson-chris.html Paul Smith, Director, Economic Indices https://ihsmarkit.com/experts/smith-paul.html Ken Wattret, Chie...
In this week's episode of Capital Markets Weekly, Senior Economic and Financial Consultant, Brian Lawson, talks about five sizeable emerging markets deals that were sold successfully on 21 January, with Pemex particularly-successful. Speaker: Brian Lawson https://ihsmarkit.com/experts/lawson-brian.html Released: 25 January 2020
Rajiv Biswas, our Asia-Pacific Chief Economist, sits down with Robert O’Brien and details the significance of the deal as we enter the year of the rat, They cover economics, supply chains, and more in their conversation. Speakers: Rajiv Biswas and Robert O'Brien https://ihsmarkit.com/experts/biswas-rajiv.html Released: 21 January 2020
Now that the USMACA is going into force, our Pricing & Purchasing experts, John Anton and Emily Crowley sat down to discuss what it really means to labor costs and manufacturing. Speakers: John Anton and Emily Crowley https://ihsmarkit.com/experts/anton-john.html https://ihsmarkit.com/experts/crowley-emily.html Released: 20 January 2020
The Indonesian government plans to submit a “job creation” bill to liberalize the labor market. Our analyst, Anton Alifandi, discusses why the government is pushing this bill forward and the likely protests that will follow. Speaker: Anton Alifandi Released: 17 January 2020
Senior Economic and Financial Consultant, Brian Lawson, provides his thoughts on the latest deals and how economic conditions may affect markets. This week he talks through last week's record Euro-issuance and details how markets remain highly-active with six sovereign syndicated bond deals. Speaker: Brian Lawson ihsmarkit.com/experts/lawson-brian.html Released: 17 January 2020
Following the recent killings and retaliatory strikes, the continuation of contained confrontation has become the most likely path. Our experts, Firas Modad, Ege Seckin, and Jack Kennedy examine the short- and long-term risks to aviation, marine in the region. We also provide the possible indicators and consequences for an escalation to all-out war. Speakers: Firas Modad, Ege Seckin, and Jack Kennedy https://ihsmarkit.com/experts/modad-firas.html https://ihsmarkit.com/experts/seckin-ege.html htt...
Despite wobbles in growth due to special factors, expansion continues at slightly above-trend pace. The Co-Head of our US Economics team, Chris Varvares, goes over the most recent numbers and looks at what's driving the US economy. Speaker: Chris Varvares https://ihsmarkit.com/experts/varvares-chris.html Released: 13 January 2020
With know growing downside risks what lies ahead for Turkey? Our analysts, Andrew Birch and Alyssa Grzelak talk about the risks that are hiding in plain sight for the region including the banking sector, political instabilities, and repeat shocks. What will change investor sentiment? Speakers: Andrew Birch and Alyssa Grzelak https://ihsmarkit.com/experts/birch-andrew.html Released: 13 January 2020
During the first main week of trading in 2020, bond market supply has been highly-active. Despite Iran-related regional instability, Israel raised a record USD3 billion sale attracting USD20 billion of demand, while in Europe, Ireland, Slovenia and Portugal have all issued successfully. Our Senior Economic and Financial Consultant, Brian Lawson, provides insights into the latest deals and how economic conditions may affect markets. Speaker: Brian Lawson https://ihsmarkit.com/experts/lawson-brian...
Juan Guaidó, who is recognized by the United States as the interim president of Venezuela, was reappointed on 5 January as head of the 167-seat National Assembly for the 2020 legislative term by 100 lawmakers. Our principal risk analyst for the region, Diego Moya-Ocampos, discusses how Venezuela’s ruling PSUV party’s move to establish a parallel legislative board to the one recognized by the US and most EU and Latin American countries increases the risks of sanctions and policy paralysis. Speake...
