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Listen to Markets 360 | Global Markets podcast
Luigi Speranza, Global Head of Markets 360 and his team give you an overview of the latest market insights in short episodes.
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[#Podcast 🎙️] Today we discuss 🇲🇽 Mexico’s #monetary policy as the cycle nears its end.
In particular, how the reaction function has changed after the financial turmoil and the extent to which the #Fed might have influence over @Banxico’s decisions. 👉 https://bnpp.lk/03gj10
![Image for the Tweet beginning: [#Podcast 🎙️] Today we discuss](https://pbs.twimg.com/ext_tw_video_thumb/1640364714977796097/pu/img/trinBOWKIjAERR6z.jpg)
European #gas is likely to face continued #volatility and upside price risk, in our view, as all sources of supply and demand flexibility – essential to managing highly variable gas demand while containing volatility – are currently badly compromised.
#Chartoftheweek: The global #inflation surge that put an end to decades of subdued price momentum came at a unique confluence of crises: #Covid and the Russia–Ukraine #conflict.
In our view, some crisis effects – e.g. stricter trade barriers – can persist or even intensify.
#Chartoftheweek: With #import bills falling 📉 – largely due to lower #oil 🛢️ prices – we expect current accounts to improve in most emerging markets.
Despite bleaker export prospects, 🇨🇳 China’s recovery should soften the blow for most #EM external accounts. 👇
The current #market turmoil means near-term Brent #oil 🛢️ prices are likely to be more bearish than we had forecast. 👇
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