Markets 360

Trevor Allen, Head of Sustainability Research Jeffrey Schultz, Chief CEEMEA Economist Sumati Semavoine-Jain, Sustainability Research Analyst Niccolo Carrara, Emerging Markets Economist BNP Paribas London Branch | Global Markets (Recorded 04 January 2024) • There are significant pockets of vulnerability in countries’ ability to respond to physical risks related to climate change, according to our new BNP Paribas climate adaptation readiness scores. • Some of the weakest scores are in south Asia, as well as in parts of sub-Saharan Africa and Latin America. • Agriculture’s exposure to water stress is a potential source of global inflation volatility. • In the short term, a potentially strong El Niño episode might keep food prices elevated. • In the medium term, without sufficient adaptation, the agricultural sector might suffer unexpected losses and cost pressures due to climate change. • EM governments face the prospect of responding to more frequent food supply shocks and investing in climate adaptation against the backdrop of severely depleted fiscal capacity. For more information, please refer to : https://bnpp.lk/EyODgb For country-specific disclaimers and legal notices, please refer to https://globalmarkets.bnpparibas.com/gm/home/Markets_360_Country_Specific_Notices.pdf Hosted by Ausha. See ausha.co/privacy-policy for more information.

With: Niccolo Carrara, Economist, Emerging Markets | BNP Paribas London Branch This podcast was recorded 9 November 2023 For more information, please refer to : https://bnpp.lk/EyODgb">https://bnpp.lk/EyODgb For country-specific disclaimers and legal notices, please refer to https://globalmarkets.bnpparibas.com/gm/home/Markets_360_Country_Specific_Notices.pdf">https://globalmarkets.bnpparibas.com/gm/home/Markets_360_Country_Specific_Notices.pdf Hosted by Ausha. See ausha.co/privacy-policy for more information.

Carl Riccadonna, Chief Economist, US Andrew Schneider, Senior Economist, US Andrew Husby, Senior Economist, US BNP Paribas | Global Markets (Recorded 10 October 2023) For more information, please refer to : https://bnpp.lk/EyODgb">https://bnpp.lk/EyODgb For country-specific disclaimers and legal notices, please refer to https://globalmarkets.bnpparibas.com/gm/home/Markets_360_Country_Specific_Notices.pdf">https://globalmarkets.bnpparibas.com/gm/home/Markets_360_Country_Specific_Notices.pdf Hosted by Ausha. See ausha.co/privacy-policy for more information.

Trevor Allen, Head of Sustainability Research Sumati Semavoine-Jain, Sustainability Research Analyst BNP Paribas London Branch | Global Markets (Recorded 18 August 2023) For more information, please refer to : https://bnpp.lk/EyODgb For country-specific disclaimers and legal notices, please refer to https://globalmarkets.bnpparibas.com/gm/home/Markets_360_Country_Specific_Notices.pdf Hosted by Ausha. See ausha.co/privacy-policy for more information.

Carl Riccadonna, Chief Economist, US Andrew Schneider, Senior Economist, US Yelena Shulyatyeva, Senior Economist, US Andrew Husby, Senior Economist, US BNP Paribas | Global Markets (Recorded 03 August 2023) For more information, please refer to : https://bnpp.lk/EyODgb For country-specific disclaimers and legal notices, please refer to https://globalmarkets.bnpparibas.com/gm/home/Markets_360_Country_Specific_Notices.pdf Hosted by Ausha. See ausha.co/privacy-policy for more information.

Pamela Díaz Loubet, Economist, Mexico Debora Luncaorte, Economist, Mexico BNP Paribas | Global Markets (Recorded 10 July 2023) For more information, please refer to : https://bnpp.lk/EyODgb For country-specific disclaimers and legal notices, please refer to https://globalmarkets.bnpparibas.com/gm/home/Markets_360_Country_Specific_Notices.pdf Hosted by Ausha. See ausha.co/privacy-policy for more information.

Carl Riccadonna, Chief Economist, US Yelena Shulyatyeva, Senior Economist, US Andrew Schneider, Senior Economist, US BNP Paribas | Global Markets (Recorded 27 June 2023) For more information, please refer to : https://bnpp.lk/EyODgb For country-specific disclaimers and legal notices, please refer to https://globalmarkets.bnpparibas.com/gm/home/Markets_360_Country_Specific_Notices.pdf Hosted by Ausha. See ausha.co/privacy-policy for more information.

Sumati Semavoine-Jain, Sustainability Research Analyst BNP Paribas | Global Markets (Recorded 13 June 2023) For more information, please refer to : https://bnpp.lk/EyODgb For country-specific disclaimers and legal notices, please refer to https://globalmarkets.bnpparibas.com/gm/home/Markets_360_Country_Specific_Notices.pdf Hosted by Ausha. See ausha.co/privacy-policy for more information.

Niccolo Carrara, Emerging Markets Economist BNP Paribas | Global Markets (Recorded 07 June 2023) For more information, please refer to : https://bnpp.lk/EyODgb For country-specific disclaimers and legal notices, please refer to https://globalmarkets.bnpparibas.com/gm/home/Markets_360_Country_Specific_Notices.pdf Hosted by Ausha. See ausha.co/privacy-policy for more information.

Jeffrey Schultz, Chief Economist, Middle East and Africa Nic Borain, Politics Analyst, South Africa BNP Paribas | Global Markets (Recorded 07 June 2023) South Africa is accused by US ambassador of helping to arm Russia, as several negative risk (loadshedding) spike For more information, please refer to : https://bnpp.lk/EyODgb For country-specific disclaimers and legal notices, please refer to https://globalmarkets.bnpparibas.com/gm/home/Markets_360_Country_Specific_Notices.pdf Hosted by Ausha. See ausha.co/privacy-policy for more information.

Mario Castro, Senior FX & Rates Strategist A weak dollar trend coupled with attractive carry has made LatAm markets attractive again. We expect the trend to continue but with some bumps down the road. BNP Paribas | Global Markets (Recorded 24 May 2023) For more information, please refer to : https://bnpp.lk/EyODgb">https://bnpp.lk/EyODgb For country-specific disclaimers and legal notices, please refer to https://globalmarkets.bnpparibas.com/gm/home/Markets_360_Country_Specific_Notices.pdf">https://globalmarkets.bnpparibas.com/gm/home/Markets_360_Country_Specific_Notices.pdf Hosted by Ausha. See ausha.co/privacy-policy for more information.

Trevor Allen, Head of Sustainability Research Megan Dale, Sustainability Research Analyst Sumati Semavoine-Jain, Sustainability Research Analyst BNP Paribas London Branch | Global Markets (Recorded 18 May 2023) In this episode, we look into the latest developments in Sustainable Finance, reviewing: the progress seen at Earth Day, 2023 sustainable bond issuance and conclusions from the recent pilot testing of the TNFD. For more information, please refer to : https://bnpp.lk/EyODgb For country-specific disclaimers and legal notices, please refer to https://globalmarkets.bnpparibas.com/gm/home/Markets_360_Country_Specific_Notices.pdf Hosted by Ausha. See ausha.co/privacy-policy for more information.

With: Carl Riccadonna, Chief Economist, US Yelena Shulyatyeva, Senior Economist, US Andrew Schneider, Senior Economist, US Andrew Husby CFA, Senior Economist, US BNP Paribas | Global Markets (Recorded 10 May 2023) For more information, please refer to https://markets360.bnpparibas.com For country-specific disclaimers and legal notices, please refer to https://globalmarkets.bnpparibas.com/gm/home/Markets_360_Country_Specific_Notices.pdf Hosted by Ausha. See ausha.co/privacy-policy for more information.

With: Jeffrey Schultz, Chief Middle East and Africa Economist | BNP Paribas South Africa Branch Niccolo Carrara, Economist, Emerging Markets | BNP Paribas London Branch This podcast was recorded 2 May 2023 For more information, please refer to https://markets360.bnpparibas.com For country-specific disclaimers and legal notices, please refer to https://globalmarkets.bnpparibas.com/gm/home/Markets_360_Country_Specific_Notic Hosted by Ausha. See ausha.co/privacy-policy for more information.

With: Marcelo Carvalho, Global Head of Economics Dani Stoilova, Economist, Europe Mariana Monteiro, Economist, Europe Megan Dale, Sustainability Research Analyst BNP Paribas London Branch | Global Markets (Recorded 25 April 2023) For more information, please refer to https://markets360.bnpparibas.com For country-specific disclaimers and legal notices, please refer to https://globalmarkets.bnpparibas.com/gm/home/Markets_360_Country_Specific_Notices.pdf Hosted by Ausha. See ausha.co/privacy-policy for more information.

With: Jason Lui, Markets 360 APAC Coordinator and Head of APAC EQDStrategy Jacqueline Rong, Economist, Europe Christopher B Li, Credit Trading Desk Analyst BNP Paribas | Global Markets (Recorded 11 April 2023) For more information, please refer to https://markets360.bnpparibas.com For country-specific disclaimers and legal notices, please refer to https://globalmarkets.bnpparibas.com/gm/home/Markets_360_Country_Specific_Notices.pdf Hosted by Ausha. See ausha.co/privacy-policy for more information.

With: Spyros Andreopoulos, Senior Economist, Europe Dani Stoilova, Economist, Europe BNP Paribas | Global Markets (Recorded 03 April 2023) For more information, please refer to https://markets360.bnpparibas.com For country-specific disclaimers and legal notices, please refer to https://globalmarkets.bnpparibas.com/gm/home/Markets_360_Country_Specific_Notices.pdf Hosted by Ausha. See ausha.co/privacy-policy for more information.

With: Pamela Díaz Loubet, Economist, Mexico BNP Paribas | Global Markets (Recorded 27 March, 2022) We discuss Mexico’s monetary policy as the cycle nears its end. In particular, how the reaction function has changed after the financial turmoil and the extent to which the Fed might have influence over Banxico’s decisions. For more information, please refer to https://markets360.bnpparibas.com For country-specific disclaimers and legal notices, please refer to https://globalmarkets.bnpparibas.com/gm/home/Markets_360_Country_Specific_Notices.pdf Hosted by Ausha. See ausha.co/privacy-policy for more information.

With: Trevor Allen, Head of Sustainability Research Paola Lamedica, Head of Credit ESG and Derivatives Strategy BNP Paribas London Branch | Global Markets (Recorded 07 March 2023) For more information, please refer to : https://bnpp.lk/EyODgb For country-specific disclaimers and legal notices, please refer to https://globalmarkets.bnpparibas.com/gm/home/Markets_360_Country_Specific_Notices.pdf Hosted by Ausha. See ausha.co/privacy-policy for more information.

Trevor Allen, Head of Sustainability Research Sumati Semavoine-Jain, Sustainability Research Analyst With the IRA, the US looks to boost domestic growth, tackle supply chain vulnerabilities and offer more policy certainty, mostly in the form of tax credits. The US approach is in stark contrast to that of the EU, adopting more of a 'carrots without sticks' strategy, in our view. In turn, it might push the EU to provide more ‘carrots’. We expect the IRA to offer a competitive advantage to companies with business activities that focus on energy transition, and those with a local footprint. BNP Paribas London Branch | Global Markets (Recorded 06 March 2023) For more information, please refer to : https://bnpp.lk/EyODgb For country-specific disclaimers and legal notices, please refer to https://globalmarkets.bnpparibas.com/gm/home/Markets_360_Country_Specific_Notices.pdf Hosted by Ausha. See ausha.co/privacy-policy for more information.