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Gain unparalleled access to in-depth analysis and thought-leading strategy and economics. Beyond our ingrained European DNA, our on-the-ground teams across Asia-Pacific and the Americas deliver the latest, most definitive insights to help you make informed decisions as markets move.
A truly holistic view on markets
Our Quant analysis across macroeconomics and the major asset classes uses in-house models and tools, including our renowned MarFA™, STEER™ and Cyclical-R frameworks. We use alternative data and the latest statistical techniques, regression analysis, machine learning and natural language processing to deliver quant and evidence-based analysis to our clients.
We cover some of the most relevant Emerging Markets economies, with locally based teams in many of them. Our products set us apart, such as the benchmark election trackers that swiftly respond to economic and political events. We integrate all markets and drivers to avoid segmentation and partial views while challenging entrenched market views.
Markets 360 embraces sustainability as a disruptor that is changing investment practice and we help clients to unlock value and mitigate risk. We examine key themes such as the carbon transition, ESG analysis, green bonds and the circular economy. In addition, we integrate sustainability analysis to our economics and strategy.
We have dedicated specialists covering volatility markets in the major assets classes. Aided by our quantitative tools, we provide in-depth and market-leading analysis of derivatives markets. Our analysis aims to improve the understanding of this apparently complex market among all investor types.
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Introducing Markets 360 Unplugged LIVE, our live streaming series which invites high-profile guest speakers across the globe to speak on the most relevant and timely topics. The virtual events is available to BNP Paribas clients by invitation only.
Live tweets
#Vaccination pace rose in major #emergingmarkets with the EU 🇪🇺 /US 🇺🇸 gap narrowing and most countries hitting their vulnerable groups already/within Q3. #Latam countries like Brazil 🇧🇷 maintained a steady increase with high uptake despite initial supply issues
Encouraging data from an @FT analysis by @jburnmurdoch using PHE data – even among the older cohorts e.g. 80+, the risk of catching and dying from #COVID19 is close to 0.1% or less. For those in their 40s, it is below 0.001% after two doses, down from 0.01%
But back to charts:
All the data we have suggests vaccines are working remarkably well. Far beyond what had been hoped for a year ago.
For example, a fully-vaxxed 80-year-old now has the same risk of dying from Covid as an unvaxxxed 50-year-old. That’s an enormous drop in risk!
📖 #WeeklyReads @jason_lennard, @SeanEKH, and Rui Esteves find significant and persistent negative effects of debt crises, analysing over 50 countries with data since 1870, in @voxeu.
The aftermath of sovereign debt crises
There is little consensus on the macroeconomic impacts of sovereign debt crises, despite the regularity of such events. This column quantifies the agg…
voxeu.org
[#EMFocus]The #centralbank of 🇷🇺Russia increased its #policyrate by 100bp last Friday, in line with our view; a hawkish communique is consistent with our economist’s projection of another 100bp of hikes, taking the end-2021 rate to 7.50% as inflation stays high @peixoto_luizedu
![Image for the Tweet beginning: [#EMFocus]The #centralbank of 🇷🇺Russia increased](https://pbs.twimg.com/media/E7Xk6baXIAExoYP.jpg)
[#EMFocus] In 🇲🇽 Mexico, we expect GDP to 📈 grow by 19.8 % y/y in Q2, due to base effects and mobility restriction relief.
![Image for the Tweet beginning: [#EMFocus] In 🇲🇽 Mexico, we](https://pbs.twimg.com/media/E7SbUplXIAk5Hnl.jpg)
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