Trade Finance Podcast

Ep.11: Recovery: adverse winds or groundswell?


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Talking points:

  • 0:23 - Short term indicators point to a strong recovery and only temporary headwinds
  • 0:55 - Inflation is temporary considering that
  • 2:10 - Monetary policies
  • 3:33 - Strong recovery... but already stabilizing
  • 5:20 - Structural factors are not positive
  • 6:45 - Geopolitical tensions
  • 10:09 - China slowdown
  • 12:12 - What to expect for trade: Recovery has varied per region and still depends on the pandemic
  • 12:50 - Asia is a major driver in 2021, commodity exporters will catch up in 2022 but it will not offset the global slowdown
  • 13:29 - Most sectors recovered except textile but growth is slowing down
  • 14:02 - Conclusion
  • ...more
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    Trade Finance PodcastBy Stefano Virgilli