The Decisive Podcast: Insights and analysis to empower confident decision-making.

The convergence of economic dislocation, political instability, and inter-regional power struggles are driving unrest across the region. Jack Kennedy and Firas Modad from our country risk team come together to discuss the underlying risks and challenges driving the growing political instability and how this may impact proxy countries. Is 2020 MENA's pivotal year? Jack Kennedy https://ihsmarkit.com...

In this episode, Brian Lawson, our capital markets expert, provides an overview of the recent developments for emerging market borrowers. He provides some examples of recent issuance which offer a wide variety of perpetual and hybrid debt offerings and also looks at the state-of-play for sovereign debt rescheduling. Brian Lawson, Senior Economic and Financial Consultant, Country Risk, IHS Markit h...

In today's episode, John Anton and John Mothersole sit down to talk ferrous and non-ferrous metals. They discuss the divergent story between copper and aluminum vs steel, the impact of mine shutdowns, and even touch a little on petroleum. A must-listen if you are buying steel or copper. John Anton https://ihsmarkit.com/experts/anton-john.html John Mothersole https://ihsmarkit.com/experts/mothersol...

Today we discuss banking sector vulnerability in emerging markets, in the context of the COVID-19 pandemic. Alyssa Grzelak, Director, Banking Risk, IHS Markit https://ihsmarkit.com/experts/grzelak-alyssa.html Put Banking Risk to work for you: https://ihsmarkit.com/forms/contactinformation.html?fid=337734

Risk incidents in the US ramped up considerably over the last few months as has the news coverage. Sometimes it's hard to understand what's really unfolding and what it means for communities and people. In today's episode, we focus on the recent civil unrest incidents in the United States; more specifically, we talk about how we cover these protests for our clients, where our data comes from, how...

On June 9 the ICMA published voluntary guidelines for Sustainability-Linked Bonds (SLBs). These bonds now have some suggested guidelines for issuers to meet including pre-defined sustainability or environmental, social, and governance (ESG) objectives and targets. In today's episode, John Raines and Brian Lawson walk you through what this all means for investors: the differences between these guid...

As countries and organizations start to reopen, the question top-of-mind for many is when will a vaccine, or other treatment, be available? Many hold out hope that a vaccine will be the magic bullet — it's not that simple. Our life science's experts Gustav Ando and Milena Izmirlieva spend todays' episode discussing the challenges and opportunities for developing a vaccine as well as the alternativ...

Strong leadership during a time of crisis is critical to an organization's success—more so when your organization is a country, and you are the leading millions of people through both an economic and public health crisis. Today, in the midst of the COVID-19 pandemic, which has crippled world economies and has left hundreds-of-thousands dead, leaders are stepping into uncharted territory. Some will...

Economic shockwaves have intensified across the globe during April and early May. For the Asia Pacific region, this means that the recession will only hit its trough in Q2 with momentum improving in the second half of the year. In today's episode, our Chief Asia Economist, Rajiv Biswas, discusses the economic health of the region, which countries are poised for recovery, and which have a long way...

Today's episode is a timely discussion between Emily Crowley and Sophie Malin from our pricing and purchasing team. Building off their recently published construction and manufacturing wage studies, which looks at changes across the globe by sector, the two talk through what's happening around the globe for wages, unemployment, and sector-specific challenges. They set the stage talking about the u...

In today's episode, Gabrielle Ventura, an economist for our Banking Risk Service, discusses the fall of the Lebanese banking sector. She takes us through the government's financial sector restructuring plan, the escalation of violent protests in Lebanon, and how the loss of global confidence amidst the pandemic catalyzed the crisis situation. Read more: https://ecrstore.ihsmarkit.com/collections/c...

In today's episode, our economic and country risk experts look at two aspects of how countries are being impacted by the COVID-19 outbreak. We talk about how to systematically measure and compare the vulnerability of countries dealing with the disease and then how the capital markets are affecting country risk in. Speakers: Brian Lawson https://ihsmarkit.com/experts/lawson-brian.html John Raines h...

The impact of COVID-19, and what it means for the future of the supply chain. Speakers: John Anton https://ihsmarkit.com/experts/anton-john.html John Mothersole https://ihsmarkit.com/experts/mothersole-john.html Learn more: https://ihsmarkit.com/products/supply-management-solution.html

Our capital markets expert, Brian Lawson, takes a look at this week's developments from the scale of the increase in debt burdens and government response to what risks some of those financing techniques may bring. Speaker: Brian Lawson ihsmarkit.com/experts/lawson-brian.html Read more: https://ihsmarkit.com/research-analysis/economics-country-risk.html

This episode looks at how the dual shocks of COVID-19, and falling energy, and natural resource prices are pushing Emerging Market countries towards default - and how the IMF and World Bank plan to alleviate these pressures. Speaker: Brian Lawson https://ihsmarkit.com/experts/lawson-brian.html

In this week's episode two of our esteemed APAC analysts discuss the escalating economic shockwaves from the Covid-19 pandemic. As governments have been imposing increasing travel bans and lockdowns worldwide, the Asia-Pacific tourism and travel industry has been caught in its worst crisis ever recorded in modern times. Speakers: Rajiv Biswas https://ihsmarkit.com/experts/biswas-rajiv.html Robert...

Our experts come together to discuss some of the issues, challenges, and potential opportunities surrounding the European Green Deal and the impact Covid-19 may have on progress. Speakers: Laurence Allan https://ihsmarkit.com/experts/allan-laurence.html Steven Knell https://ihsmarkit.com/experts/knell-steven.html Dijedon Imeri https://ihsmarkit.com/experts/imeri-dijedon.html Petya Barzilska https:...

With the unprecedented business interruptions caused by the outbreak and spread of COVID-19, our experts provide our perspective on the global economic, industry, and financial market developments. Speakers: Chris Varvares, CBE https://ihsmarkit.com/experts/varvares-chris.html Chris Fenske https://ihsmarkit.com/experts/fenske-chris.html Ken Wattret https://ihsmarkit.com/experts/wattret-ken.html Ke...

For our first podcast focused on the healthcare industry, join Milena Izmelieva and Eoin Ryan from our life sciences team as they discuss our Q1 healthcare forecast. After an overview of where we are and what Q2 is looking like, they turn their eyes towards four major markets: Ireland, Netherlands, the United States, and China. Some highlights: - The US and China "phase one" trade deal - Public sp...

The recent escalation of protests in Lebanon has highlighted protesters' frustration with the Central Bank of Lebanon (Banque du Liban: BDL) and commercial banks, sparking major announcements by the Lebanese government and two individual banks. Gabrielle Ventura, an economist for our Banking Risk Service provides insights into the situation and what comes next. Speaker: Gabrielle Ventura https://i...

Our pricing and purchasing team provide insights into what the Covid-19 outbreaks means to labor, employment, ad the supply chain. Sophie Malin discusses the disruption to production starts in china fed by lower return rates of migrant workers. In addition, she addresses which sectors will feel the long-term losses the hardest—think transportation. Emily Crowley expands on the global disruption lo...

As COVID-19 concerns grow, conditions in markets have moved in a less-positive direction. This week, our capital markets expert, Brian Lawson, looks at how credit spreads have shifted sharply as corporate activity has changed in light of the spread of the virus. He discusses the direct influence that lost production and supply chain disruptions are having. But it's not all bad. In the second half...

Johanna Marris, a research analyst with our Country Risk team, provides insight into the recent announcements that both the incumbent and previous presidents of Bolivia plan to participate in upcoming elections increases risks of national violent protests from May 2020. Speaker: Johanna Marris

This week, our capital markets expert, Brian Lawson, looks at a week filled with highs and lows. He starts with the highlights that include some very strong deals as well as improvements to the Icelandic banking market. He then turns to the less positive news around Argentine bond spreads and their extensive debt issue as well as what's unfolding in the Lebanon banking system. Speaker: Brian Lawso...

Our capital markets expert, Brian Lawson, takes a look at this week's developments. A highlight is the tremendous appetite investors have for riskier debt in order to generate solid results. He takes us around the globe looking at these deals and how they are performing. Speaker: Brian Lawson https://ihsmarkit.com/experts/lawson-brian.html Released: 14 February 2020