Eco in mind (english)

Eco in mind (english)

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Eco in mind (english) episodes

  • Colombia’s Fiscal Headwinds

    The analysts Benito Berber, Chief Economist for Latin America at

    Natixis, and Cesar Arias, former General Director of Public Credit and National
    Treasurer at the Ministry of Finance of Colombia, take a deep dive into
    Colombia’s fiscal accounts.


    Speakers:  

    Cesar Arias, former General Director of Public Credit and National

    Treasurer at the Ministry of Finance of Colombia 

    Benito Berber, Chief Economist Latin America, Natixis 

       


    Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

    45 min
  • Brazil at a Crossroads

    Pending the results of Brazil’s highly contentious, high-stakes presidential election, our Latam Deep Dive podcast returns to consider the political fallout and outlook for Latin America’s largest economy.  

      

    Ranked among the top forecasters in Brazil, Juliano Ferreira, Head of Macro Strategy at BGC Liquidez, joins host Benito Berber, Natixis CIB Chief Economist Latin America, for a discussion that touches on the drivers of recent economic resiliency and growth coming out of the pandemic—with the unemployment rate, mentions Ferreira, being among the most impressive surprises as it continues to drop to its lowest in almost seven years—to more election-focused considerations including: What would future GDP growth look like under a Bolsanaro vs. Lula administration?  


    Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

    36 min
  • Exploring the BCB’s Policy Framework

    Benito Berber, Chief Economist for Latin America at Natixis CIB, is

    joined by economist and former BCB Board Member, Dr. Paulo Vieira da Cunha, for
    a deep dive into the monetary policy of Brazil amid record-high inflation. With
    inflation running close to 11% a rate not seen since the early 2000s and
    markedly higher than other Latin American nations, the experts discuss the
    factors – from adverse fiscal expectations to supply shocks– that led to the
    current inflationary spiral and the Central Bank’s approach to tackling the
    crisis. 


    With an economy now slowing to near zero growth, could recession be on the horizon? Dr. Vieira da Cunha shares his views on Brazil’s economic outlook for 2022 and beyond. 


    Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

    41 min
  • Real estate: mega trends reshuffle the deck in 2022

    Real estate is the biggest polluter in Europe, responsible for 36% of greenhouse gas

    emissions. The pandemic has accelerated awareness of the environmental emergency in the sector. In the same way as the necessary adaptations to the other profound societal transformations, such as the generalization of remote working, the development of e-commerce, the aspiration towards well-being and respect for biodiversity...  


    In this podcast, three experts from Groupe BPCE break down these issues and how they

    impact investment decisions and financing criteria. With Irène Fossé, Director of Research & Strategy at AEW, Serge Demirdjian, Executive Director in the Real Estate & Hospitality industry group at Natixis Corporate & Investment Banking and Thierry Laquitaine, Director of ISR at AEW.  


    Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

    18 min
  • Banxico's Next Move

     What are the key aspects for understanding the next steps for Banxico?

    Will Mexico follow the Fed?  

      

    Dr. Joel Virgen, Independent Economist and Benito Berber, Chief

    Economist for Latin America at Natixis discuss Mexico’s monetary policy, and
    whether, as the US Fed is poised to begin its own hiking cycle, its central
    bank will follow suit and what an optimal policy strategy might entail.  

      

    The experts also touch on maintaining market stability vis-à-vis

    interest rate spreads and effects, risk premium amid forecast uncertainty, and
    core inflation.   


    Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

    27 min
  • Understanding BanRep’s reaction function

    The analysts Benito Berber, Chief Economist for Latin America at Natixis, and 

    Dr. Roberto Steiner, Board Member at BanRep, take a deep dive into 

    the monetary policy of Colombia. 

       


    Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

    29 min
  • Heath at the Epicenter of Banxico – Part 2

    Benito Berber, Chief Economist for Latin America at Natixis, and Dr. Jonathan Heath,

    Deputy Governor at Banxico, return to continue their deep dive into the current
    trends of inflation, the channels of transmissions of monetary policy, and how
    Covid has impacted potential growth and the output gap in Mexico. 


    Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

    22 min
  • Heath at the Epicenter of Banxico – Part 1

    Benito Berber, Chief Economist for Latin America at Natixis, and Dr. Jonathan Heath, Deputy Governor at Banxico, take a deep dive into the current trends of inflation, the channels of transmissions of monetary policy, and how Covid has impacted potential growth and the output gap in Mexico. 


    Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

    23 min
  • How a New Constitution May Impact Chile’s Sovereign Rating

    Moody’s Ariane Ortiz-Bollin is back to join Benito Berber for another #LatamDeepDive podcast, this time on Chile’s sovereign rating – with a focus on how the country’s impending constitutional rewrite may impact market and investor outlook. Last October, nearly 80% of Chileans voted in support of a new constitution. As follow-up elections approach, Ariane and Benito discuss some of the economic implications at play. Although leading analysis indicates a new charter would preserve free market pillars such as property rights and central bank independence – what happens if a lack of political consensus leads to something very different?


    Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

    21 min
  • Understanding Mexico's Moody's Rating

    Benito Berber, Chief Economist for Latin America at Natixis, and Ariane Ortiz-Bollin, lead country analyst for Moody’s, take a deep dive into the agency’s downgraded sovereign rating for Mexico. What pre-pandemic conditions and policy decisions by the Mexican government led to the negative outlook? What would an optimal fiscal response look like? What do these factors and current trends mean for economic recovery in the country? 


    Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

    34 min

About Eco in mind (english)

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Discover economic news deciphered by our experts, analysts and economists from BPCE with our Eco in Mind podcasts. Current trends, geopolitical impacts, financial markets changes - all you need to know in 20 minutes or less!