Ep.11: Recovery: adverse winds or groundswell‪?‬ Trade Finance Podcast

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