This series of PwC UK podcasts looks at the developments in the UK and Global economy, and how it impacts your business.
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A weekly economic recap of U.S. market activity and events.
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Corporate FX director, Kiran Russell 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.In this instalment, the panel discuss a week full of data releases, including GDP growth.Investec
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 …
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…
The basic message from global central banks is holding, that inflation pressures now building will soon fade and that rate hikes are still well down the road.
Corporate FX director, Kiran Russell hosts this week's instalment of the regular FX podcast. This week he is joined by Investec Economist Ryan Djajasaputra and Spot Trader Chris Brand. Help mitigate your riskInvestec
In this month's economic webinar, Andrew Mitchell MP and Investec Chief Economist Philip Shaw discuss the global economy and latest events in politics.Investec
In this month's webinar, Andrew Mitchell MP joins Investec Chief Economist to discuss the latest events in politics and government.Investec
In our latest Economic Webinar, Investec Chief Economist provides an update on the global economy.Investec
Corporate FX director, 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. Help mitigate your riskInvestec
Federal Reserve communications are approaching the inflection point on when to signal the withdrawal of stimulus. For Europe, this pivot is still more distant given lagging vaccination rates and lagging economic performance.
Corporate FX director, 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.Investec
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.Investec
Head of Corporate FX, Jonathan Pryor hosts this week's instalment of the regular FX podcast. This week he is joined by Investec Economist Ryan Djajasaputra and Spot Trader Chris Brand.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…
Despite the recent rise in long rates, neither the Federal Reserve nor the Bank of England are likely to make any QE adjustments. Covid cases have been coming down and vaccination rates going up in both the US and UK, in sharp contrast to the Eurozone where the outlook is becoming more uncertain.
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.Investec
With vaccines rolling out and Covid cases coming down, our team updates the outlook for inflation and long-term interest rates and what it may or may not mean for any changes in central bank policy.
Chief Economist Phil Shaw was joined by Investec property expert, William Scoular and Wealth & Investment's Simon Bashorun. Facing the challenge of balancing support for jobs amid the ongoing pandemic and calls to tackle the country's biggest peacetime fiscal deficit, will the chancellor start raising taxes now, or wait until the economy is on more…
Inflation may still be well below target but it is on the rise as are long-term interest rates. How these factors are affecting the financial markets and monetary policy and what they mean for central-bank communication strategy are points of this week's discussion.
This week's topic is whether central banks may begin to increase or decrease QE as a means of controlling exchange rates and the related risks that such action might bring to financial market stability.
Inflation expectations in the financial markets are rising quickly in contrast to actual inflation measures which are still subdued.
Alan Harrison is joined by Head of Commodities, Callum Macpherson and Head of Oil and Gas Research, Nathan Piper to discuss the opportunities and trends for the oil and gas sector in 2021. 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 financ…
Brian Jackson and Jeremy Hawkins pull together the latest economic trends and discuss the importance to financial markets of the relative pace of the vaccine rollout.
Property agent Jeremy McGivern gives his view on how resilient the London property market actually is – and whether now is a good time to buy. A summary of this podcastInvestec
Is value vs growth a false dichotomy? That’s a question Max Richardson, senior investment director, Investec Wealth & Investment UK, put to Oaktree Capital’s Howard Marks, following the latter’s most recent memo, called “Something of Value”, which has generated a flurry of interest within the investment community. READ MORE…
Jeremy Hawkins and Mark Pender assess the latest economic data from Europe and the US, including a sharp drop in UK retail indications and sharp gains for US home prices. GDP outlooks are also discussed as well as issues at play for coming central bank meetings.
FX Director, Kiran Russell hosts this week's podcast with Spot Trader, Chris Brand. In this podcast they discuss the multiple topics impacting currency at the moment, including covid-19, events stateside and the Brexit trade deal.Investec
In this week's webinar replay, Investec Chief Economist, Phil Shaw is joined by Professor Michael Barrett of the Institute of Infection, Immunity and Inflammation at the University of Glasgow.Investec
Our duo of Jeremy Hawkins and Mark Pender round-up recent data and discuss the outlook for pending data and upcoming central bank announcements. Themes include weakness in the US labor market, ECB lending worries as well as the separation between assessments of current conditions and expectations for future recovery.…
This week we talk through the 2021 Oil Hedging Considerations pieces which Callum Macpherson's team issued at the end of last week. Help mitigate your riskInvestec