In our first pricing focused podcast of 2021, John Anton talks about the very tumultuous steel market. While demand not back to pre-pandemic levels, prices are higher. And while this is not just the case for steel, it's particularly bad for steel with prices 30-50% higher than they were in August of 2020. John talks through the current state, why, and when buyers should start to feel a little relief. John Anton, Associate Director, Pricing and Purchasing, IHS Markit https://ihsmarkit.com/experts...
Jan 09, 2021•11 min•Ep. 70
Thefts, heists, blockades-sounds like an edge of your seat movie, but rather it's the realities of cargo movement across Mexico. In today's episode, join Johanna Marris and John Raines as they discuss the actual realities of supply chain complications in Mexico, the opportunities for investing wisely in Mexico, and the impact of this cargo disruption on the distribution of the Covid-19 vaccines. Recorded December 2020. John Raines https://ihsmarkit.com/experts/raines-john.html Johanna Marris htt...
Jan 04, 2021•16 min•Ep. 69
Despite unprecedented macroeconomic declines and fears of widespread banking sector stress as COVID-19 lockdowns first went into place in early 2020, financial sectors globally held up remarkably well, but will that stay the case in 2021? Our banking risk experts, Alyssa Grzelak and Greta Butaviciute sit down with Brian Lawson to talk through the top trends to watch for in 2021. Want a bit more? Read our Top Ten Themes to Watch in 2021 in Global Banking blog post: https://ihsmarkit.com/research-...
Dec 18, 2020•17 min•Ep. 68
After a tumultuous end of 2020 what can we expect going into 2021 for commodity pricing? Our commodity experts, Michael Dall and John Anton discuss how Covid-19, markets, shortages and more will impact pricing for chemical, plastics, and metals in 2021. John Anton https://ihsmarkit.com/experts/anton-john.html Michael Dall https://ihsmarkit.com/experts/dall-michael.html
Dec 15, 2020•21 min•Ep. 67
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 the COVID-19 pandemic and will experience a significant recession. Angus Lam and Rajiv Biswas sit down to discuss the banking sector, policies and laws put in place to support the sector and boost lending, and the possibility for mergers and consolidations for the sector. They wrap up with a look forward to 2021 for the country and the sector outlook for ...
Nov 21, 2020•16 min•Ep. 66
John Anton and John Mothersole join us for another wide-ranging discussion around the global metal’s markets. They start off discussing the impact of the recent US election on the aluminum and steel pricing, move to the state of the markets, fundamentals, and consumption, and even discuss disruptions and cyclones. If you need to understand metals, you don’t want to miss this episode. John Anton, Associate Director – Pricing and Purchasing, IHS Markit https://ihsmarkit.com/experts/anton-john.html...
Nov 15, 2020•28 min•Ep. 65
Last week the IMF and finance ministers from the G20 made some ostensibly landmark decisions affecting the ability of developing countries to access financing and respond to the COVID-19 pandemic. Join Carla Selman, Senior Analyst for Latin America, and Dr. Theo Acheampong, Senior Analyst for sub-Saharan Africa as they discuss the implications for debt distressed countries. Chris Suckling, Principal Analyst, Political Risk, IHS Markit (Moderator) https://ihsmarkit.com/experts/suckling-chris.html...
Oct 31, 2020•37 min•Ep. 64
Seven or so months into the global pandemic, and the ensuing economic slowdown, we are finally seeing some positive movement. While September numbers indicated another small slowing, Chris Williamson, our chief business economist, uses our nowcasting PMI data to talk about some interesting developments as the economy pushes towards a slow recovery. While, indeed, many sectors are still in decline, including tourism, (See our blog post on this topic: https://ihsmarkit.com/research-analysis/europe...
Oct 24, 2020•11 min•Ep. 63
Join our capital markets specialist, Brian Lawson, as he talks about the recent developments in the sector. In today's podcast, he focuses on three key topics: whats going on in the US equity markets, the state of emerging markets, and the rapid development of ESG issuance, and the likely trends in the sector. Brian Lawson, Senior Economic and Financial Consultant, IHS Markit https://ihsmarkit.com/experts/lawson-brian.html
Oct 12, 2020•18 min•Ep. 62
Due to closures and potential job losses due to COVID-19, governments across Europe have responded with support policies to try curb the negative influences of unemployment, furloughs, and underemployment. Sophie Malin, who focuses on European wages for our pricing and purchasing team, addresses the employment schemes put in place by the UK, Germany, and France. Sophie Malin https://ihsmarkit.com/experts/malin-sophie.html Senior Economist, Pricing and Purchasing, IHS Markit
Sep 28, 2020•13 min•Ep. 61
Rajiv Biswas, our chief Asia-Pacific economist, talks about what he expects for 2021 in the wake of a horrific downturn. He also addresses disruptions to industrial production and supply chains across the region with a deeper look at what is happening in China. Are we seeing light at the end of the tunnel? Rajiv Biswas, Asia-Pacific Chief Economist, IHS Markit https://ihsmarkit.com/experts/biswas-rajiv.html
Sep 26, 2020•23 min•Ep. 60
The silver market has seen some strong action lately. Join KC Chang and John Anton as they discuss what has caused the run-up price, what does that mean for the future, and where we see opportunities for buyers. John Anton, Associate Director – Pricing and Purchasing, IHS Markit https://ihsmarkit.com/experts/anton-john.html KC Chang, Senior Economist – Non Ferrous Metals, Pricing and Purchasing, IHS Markit https://ihsmarkit.com/experts/chang-kc.html
Sep 18, 2020•8 min•Ep. 59
Since hitting bottom in April, we are now seeing an astonishing 250% increase in lumber price—an increase not being seen in other building materials like steel and other base metals. Deni Koenhemsi, a principal economist in our Pricing & Purchasing service, discusses the dramatic increase, what's driving this rebound and how long it will last. Deni Koenhemsi Principal Economist – Pricing and Purchasing, IHS Markit https://ihsmarkit.com/experts/koenhemsi-deni.html John Anton (Moderator) Assoc...
Sep 11, 2020•12 min•Ep. 58
Join Angus Lam, a senior economist for our Banking Risk Service as he discusses new banking policies taking hold in India. While India is poised to be a competitive player in the region, its banking sector has lagged. He provides historical context and then discusses the newest policies and how they could influence the sector going forward. Angus Lam https://ihsmarkit.com/experts/lam-angus.html
Sep 02, 2020•9 min•Ep. 57
The United Kingdom will leave the European Union on 31 January 2020. A multitude of issues remain to be worked through and negotiated. With both sides distracted by the COVID-19 virus crisis, talks to determine the future UK-EU relationship have failed to make any significant progress. Join John Raines, Jan Gerhard, and Raj Badiani as they discuss the highly ambitious time frame, the impact to economy and supply chains, and whether they can work through a fully-fledged trade agreement. John Rain...
Aug 27, 2020•20 min•Ep. 56
Join experts from both our Economics & Country Risk and Maritime & Trade teams as they provide an overview of the situation in Lebanon in the wake of the explosion. Our team walks you through the damage to the port and how many vessels have been damaged or destroyed; how much this damages Lebanon's ability to import, even if it didn't have the dollar crisis in play; and the impact to state failure risks and economy. We close out with discussion around what this means for Lebanon's neighb...
Aug 17, 2020•16 min•Ep. 55
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. A Big Deal? Or NAFTA 2? It’s both! No tariffs and no quotas (with a few exceptions) is status quo, but there are a few changes that bring the agreement up-to-date and that also have an eye-raising impact around labor. Spend 20 minutes with John Raines, John Anton, Johanna Marris, and Emily Crowley as they walk through these changes. John Raines, Pr...
Aug 13, 2020•18 min•Ep. 54
IHS Markit expects India’s real GDP growth for fiscal year (FY) 2020–21 (ending March 2021) will contract 6.3%, as a result of the coronavirus disease 2019 (COVID-19) pandemic. The country’s strict nationwide lockdown to battle the spread of COVID-19 infections shut down most of the economy for nearly two months, and while the government has taken steps to unwind lockdown restrictions, large portions of major urban/economic areas remain under strict containment measures because of rising infecti...
Aug 03, 2020•22 min•Ep. 53
The convergence of economic dislocation, political instability, and inter-regional power struggles are driving unrest across the region. Jack Kennedy and Firas Modad from our country risk team come together to discuss the underlying risks and challenges driving the growing political instability and how this may impact proxy countries. Is 2020 MENA's pivotal year? Jack Kennedy https://ihsmarkit.com/experts/kennedy-jack-a..html Firas Modad https://ihsmarkit.com/experts/modad-firas.html
Jul 29, 2020•30 min•Ep. 52
In this episode, Brian Lawson, our capital markets expert, provides an overview of the recent developments for emerging market borrowers. He provides some examples of recent issuance which offer a wide variety of perpetual and hybrid debt offerings and also looks at the state-of-play for sovereign debt rescheduling. Brian Lawson, Senior Economic and Financial Consultant, Country Risk, IHS Markit https://ihsmarkit.com/experts/lawson-brian.html
Jul 22, 2020•15 min•Ep. 51
In today’s episode, John Anton and John Mothersole sit down to talk ferrous and non-ferrous metals. They discuss the divergent story between copper and aluminum vs steel, the impact of mine shutdowns, and even touch a little on petroleum. A must-listen if you are buying steel or copper. John Anton https://ihsmarkit.com/experts/anton-john.html John Mothersole https://ihsmarkit.com/experts/mothersole-john.html
Jul 14, 2020•16 min•Ep. 50
Today we discuss banking sector vulnerability in emerging markets, in the context of the COVID-19 pandemic. Alyssa Grzelak, Director, Banking Risk, IHS Markit https://ihsmarkit.com/experts/grzelak-alyssa.html Put Banking Risk to work for you: https://ihsmarkit.com/forms/contactinformation.html?fid=337734
Jul 02, 2020•9 min•Ep. 49
Risk incidents in the US ramped up considerably over the last few months as has the news coverage. Sometimes it’s hard to understand what’s really unfolding and what it means for communities and people. In today’s episode, we focus on the recent civil unrest incidents in the United States; more specifically, we talk about how we cover these protests for our clients, where our data comes from, how we ensure it’s accurate and valuable, and how the data plays into our overall analysis of regional u...
Jun 26, 2020•19 min•Ep. 48
On June 9 the ICMA published voluntary guidelines for Sustainability-Linked Bonds (SLBs). These bonds now have some suggested guidelines for issuers to meet including pre-defined sustainability or environmental, social, and governance (ESG) objectives and targets. In today's episode, John Raines and Brian Lawson walk you through what this all means for investors: the differences between these guidelines and the ICMA's Green Bond Principles set forth in 2014, how these new guidelines will affect ...
Jun 18, 2020•14 min•Ep. 47
As countries and organizations start to reopen, the question top-of-mind for many is when will a vaccine, or other treatment, be available? Many hold out hope that a vaccine will be the magic bullet — it’s not that simple. Our life science’s experts Gustav Ando and Milena Izmirlieva spend todays’ episode discussing the challenges and opportunities for developing a vaccine as well as the alternative therapies that are being tested in tandem to alleviate many of the symptoms of COVID-19. How has t...
Jun 11, 2020•18 min•Ep. 46
Strong leadership during a time of crisis is critical to an organization’s success—more so when your organization is a country, and you are the leading millions of people through both an economic and public health crisis. Today, in the midst of the COVID-19 pandemic, which has crippled world economies and has left hundreds-of-thousands dead, leaders are stepping into uncharted territory. Some will rise to the occasion bringing their citizens along with them through this veritable storm. Others w...
Jun 03, 2020•33 min•Ep. 45
Economic shockwaves have intensified across the globe during April and early May. For the Asia Pacific region, this means that the recession will only hit its trough in Q2 with momentum improving in the second half of the year. In today's episode, our Chief Asia Economist, Rajiv Biswas, discusses the economic health of the region, which countries are poised for recovery, and which have a long way to go. While countries hit early are starting to come back online, and economies across the region a...
May 27, 2020•24 min•Ep. 44
Today’s episode is a timely discussion between Emily Crowley and Sophie Malin from our pricing and purchasing team. Building off their recently published construction and manufacturing wage studies, which looks at changes across the globe by sector, the two talk through what’s happening around the globe for wages, unemployment, and sector-specific challenges. They set the stage talking about the unemployment numbers for March (U.S. with depression-level numbers and Spain with numbers that are th...
May 21, 2020•17 min•Ep. 43
In today's episode, Gabrielle Ventura, an economist for our Banking Risk Service, discusses the fall of the Lebanese banking sector. She takes us through the government's financial sector restructuring plan, the escalation of violent protests in Lebanon, and how the loss of global confidence amidst the pandemic catalyzed the crisis situation. Read more: https://ecrstore.ihsmarkit.com/collections/covid-19-reports/products/banking-risk-rating-outlooks-revised-on-downside-risks-to-financial-stabili...
May 11, 2020•9 min•Ep. 42
In today’s episode, our economic and country risk experts look at two aspects of how countries are being impacted by the COVID-19 outbreak. We talk about how to systematically measure and compare the vulnerability of countries dealing with the disease and then how the capital markets are affecting country risk in. Speakers: Brian Lawson https://ihsmarkit.com/experts/lawson-brian.html John Raines https://ihsmarkit.com/experts/raines-john.html Marie Lechler https://ihsmarkit.com/experts/lechler-ma...
May 04, 2020•18 min•Ep. 41
