Podzept - The Bigger Picture

Latest Episodes:

Who pays the tariff ? May 15, 2019

Show notes

The US government raised tariffs on USD 200 bn of imports from China on May 10. Michael Spencer, Asia Pacific Chief Economist, discusses how much pain this, and the five tariff announcements last year, causes the US and Chinese economies.

De-mystifying the HK / China Index Landscape May 08, 2019

Show notes

China's USD 12-trillion stock market is a vast and complicated panoply of different share types across a wide variety of markets, exchanges and share classes. With the rising role of A-shares amongst international emerging markets indices, understanding the market dynamics of China's equity markets will be increasingly critical. Listen to Will Stephens, Head of Asia Synthetic Equity and Derivatives Research and co-head of Asia Pacific Equity Strategy.

Global Economic Update with Torsten Slok, May 2019 May 02, 2019

Show notes

Torsten Slok, Chief Economist, shares key highlights from his Monthly Chart Book, which details some of the most important macro and economic drivers impacting markets today.

Wind in the Sales May 01, 2019

Show notes

The Indian consumer sector has been a stock market darling, outperforming the Sensex by over 25 percentage points over the last two years. What are the megatrends to drive growth in the next five years? Listen to Mihir Shah, Analyst on the Consumer Staples team in India, discuss his findings.

Global Sporting Goods: Portland trailblazer Apr 09, 2019

Show notes

Over the last 12 months sportswear brand shares have risen 30 per cent. Listen to Jaina Mistry, analyst on Deutsche Bank’s European Sporting Goods and Luxury team, and Paul Trussell, US Apparel & Food Retail analyst discuss the market optimism despite concerns about global growth.

RMB bond index inclusion and its impact Apr 04, 2019

Show notes

April 1st marked an important milestone of China’s financial market as Chinese Yuan denominated bonds will be included in the Bloomberg Barclays Global Aggregate Bond Index. Linan Liu, Greater China Rates & FX Strategist, discusses how its inclusion will affect China’s domestic market, the Yuan and why it makes sense for global investors to invest in RMB bonds.

Global Economic Update with Torsten Slok, April 2019 Apr 04, 2019

Show notes

Torsten Slok, Chief Economist, shares key highlights from his Monthly Chart Book, which details some of the most important macro and economic drivers impacting markets today.

Is the Phillips Curve Dead or is It Just Hibernating? Mar 25, 2019

Show notes

Is the Phillips Curve Dead or is It Just Hibernating? Listen to Peter Hooper, Global Head of Economic Research, reviewing his paper presented at the 2019 US Monetary Policy Forum. The paper addresses the Phillips curve in the US, which predicts that when unemployment drops inflation will rise due to competition for labour and higher wages.

How to fix European banking … and why it matters Mar 18, 2019

Show notes

Jim Reid, Head of Thematic and Fundamental Credit Research and Kinner Lakhani, Head of EMEA Equity Research and Head of the European Bank Research analyses the weaknesses of Europe’s banking sector and suggests possible remedies.

Global Economic Update with Torsten Slok, March 2019 Mar 06, 2019

Show notes

Starting this month Torsten Slok, Chief International Economist, will share key highlights from his Monthly Chart Book, which details some of the most important macro and economic drivers impacting markets today.

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