Trade Finance Podcast Stefano Virgilli
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- Nieuws
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Ep.#14: IMF World Economic Outlook Report
An analysis by Victoire de Groote - Mitigram Macroeconomist Adviser and Global Head of Country Risk at HSBC.
0:48 - Disruption in supply chain
1:30 - Impact of the conflict in Ukraine
3:10 - China is slowing down
4:37 - Monetary policies
5:56 - Major identifiable risks
6:35 - Impact on trade and conclusions -
Ep.#13: The impact of the Russian war on Ukraine on the world economy
An analysis by Victoire de GrooteMitigram Macroeconomist Adviser and Global Head of Country Risk at HSBC.
0:47 - Main exports of Russia and Ukraine, and impact on prices
2:44 - Impact on the USA
3:30 - Impact on emerging markets
4:40 - Impact on shipping and logistics globally, with focus on China
5:42 - The opportunities for India and France
6:20 - Long term consequences and conclusions -
Ep.#12: Today’s market trends in trade finance
An analysis by André Casterman, Mitigram Advisor to Strategy and Market Engagement, and Chair Fintech Committee, ITFA.
1:01 - Model Law on Electronic Transferable Records (MLETR)
5:19 - Non-bank Financial Institutions - Trade Finance Funds
6:54 - The International Trade and Forfaiting Association's DNI initiative (Digital Negotiable Instruments) -
Ep.11: Recovery: adverse winds or groundswell?
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 -
Ep.#10: Are inflation and stagflation here to stay?
An analysis of the current inflation and stagflation, evaluating both the signs pointing to a temporary outcome as well as a long term repercussions.
Talking points:
0:20 - Possible reasons for temporary inflation
2:48 - PMI on manufacturing
3:48 - The status of GDP
4:33 - Wages and unemployment
5:34 - Possible reasons for long lasting inflation
6:58 - Implications and relationship with trade
9:35 - Conclusions -
Ep.#9: Trade Finance Podcast by Mitigram with Victoire de Groote
Victoire de Groote, Head of Global Country Risk at HSBC and Chief Economist at Mitigram shares about the current status of Trade Finance. Talking points: 0:41 Long terms trends 1:21 Short terms effects 1:57 Growth stabilisation 3:19 Role of Trade in world's growth 4:26 Type of recovery base on different regions 5:19 Oil and commodities 5:45 Trade and recovery in Asia 6:35 Impact of inflation 7:06 Recovery by sector 8:20 Trend predictions for 2022