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Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.-Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investme…
 
Sub-zero readings on many of Econoday’s economic consensus divergence indices (ECDIs) confirm an unexpectedly large hit to global activity rates from the Delta variant. Price pressures may be easing slightly but the combination of slowing growth and above target inflation poses a real problem for policymakers. The team discuss the latest developmen…
 
Head of Corporate FX, Kiran Russell hosts this week's instalment of the regular FX podcast. This week he is joined by Investec Chief Economist Philip Shaw and Spot Trader Chris Brand.The team discuss the UK's retail sales data and its implications. As well as focusing on the rise of the US dollar and why it has become such a strong currency in the …
 
An interest rate hike by the Reserve Bank of New Zealand looked nailed on today but Covid developments may now dictate otherwise. In any event, a tightening there would be an outlier. Terry Sheehan and Jeremy Hawkins discuss the latest global economic developments that suggest policy rates elsewhere are still going nowhere in a hurry.…
 
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the oil market.-Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment …
 
Terry Sheehan and Jeremy Hawkins look ahead to Friday’s U.S. employment report and discuss more general recovery prospects in the context of raw material shortages, the spreading Delta variant and sharply rising consumer prices. Thursday’s BoE MPC meeting and the possibility of an early end to QE as well as future potential changes at the Fed are a…
 
Head of Corporate FX, Kiran Russell hosts this week's instalment of the regular FX podcast. This week he is joined by Investec Economist Ellie Henderson and Spot Trader Chris Brand.This week, the team discuss what is driving the recent rally in the pound and other events impacting the major global currencies.…
 
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the oil market.-Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment …
 
The combination of the rapidly spreading Delta variant and some slightly less dovish sounding central banks is giving stock market investors pause for thought. Jeremy Hawkins looks ahead to Thursday’s ECB meeting and considers whether the central bank can bolster confidence in a non-inflationary economic recovery in Europe.…
 
PMIs in Europe as well as similar business surveys in the US have been posting record scores in contrast to subsequent definitive data which have often been no better than mixed. Jeremy Hawkins and Mark Pender discuss the importance of PMIs to policy makers and forecasters, looking at their sampling structure and methodology for explanations to the…
 
Head of Corporate FX, Jonathan Pryor hosts this week's instalment of the regular FX podcast. This week he is joined by Investec Economist Sandra Horsfield and Spot Trader Chris Brand.This week the team discuss the recent activity stemming from the central banks, including how the Bank of England's recent announcements have impacted sterling.…
 
Global demand continues to recover more quickly than output which remains restrained by shortages of raw materials. For many countries the growth gap has yet to drive up final product prices but an exception may be the US where prices are indeed jumping as the country benefits from an early reopening that has yet to unfold in many other economies.…
 
Will we be able to eradicate Covid-19, or will it become endemic? If it does, what might “living with the virus” look like? How significant is the risk posed by global vaccine inequality, vaccine hesitancy, “long-Covid”, and vaccine-resistant variants? And in the longer term, is it just a matter of time until a new pandemic? If so, will we be any b…
 
Investec’s head of secondaries, Ian Wiese, recently appeared on a roundtable discussion with other leading experts in the field. The panel discussed the market's reaction to the Covid-19 pandemic and what to expect from secondary activity in the near future.Por Investec
 
Investec Chief Economist Phil Shaw was joined by tax specialist Simon Bashorun.Following the UK Spring Budget earlier this month, when an increase in Corporation Tax was unveiled, the government has said it will make further announcements relating to tax policy on 23 March. On that day, being called "Tax Day" in the media, the Treasury will publish…
 
Wild bumps for US data are due to comparison distortions, an effect that is expected to be temporary and which would not derail Federal Reserve plans for extended stimulus. Steady policy for the Swiss National Bank, given a falling franc, is also the expectation. Jeremy Hawkins and Mark Pender also discuss the UK's performance amid developing tensi…
 
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