Benito Berber, Chief Economist for Latin America at Natixis, and Dr. Jonathan Heath,
Deputy Governor at Banxico, return to continue their deep dive into the current
trends of inflation, the channels of transmissions of monetary policy, and how
Covid has impacted potential growth and the output gap in Mexico.
Aug 4, 2021
21 min
Benito Berber, Chief Economist for Latin America at Natixis, and Dr. Jonathan Heath, Deputy Governor at Banxico, take a deep dive into the current trends of inflation, the channels of transmissions of monetary policy, and how Covid has impacted potential growth and the output gap in Mexico.
Jul 29, 2021
22 min
Moody’s Ariane Ortiz-Bollin is back to join Benito Berber for another #LatamDeepDive podcast, this time on Chile’s sovereign rating – with a focus on how the country’s impending constitutional rewrite may impact market and investor outlook. Last October, nearly 80% of Chileans voted in support of a new constitution. As follow-up elections approach, Ariane and Benito discuss some of the economic implications at play. Although leading analysis indicates a new charter would preserve free market pillars such as property rights and central bank independence – what happens if a lack of political consensus leads to something very different?
Feb 9, 2021
20 min
Benito Berber, Chief Economist for Latin America at Natixis, and Ariane Ortiz-Bollin, lead country analyst for Moody’s, take a deep dive into the agency’s downgraded sovereign rating for Mexico. What pre-pandemic conditions and policy decisions by the Mexican government led to the negative outlook? What would an optimal fiscal response look like? What do these factors and current trends mean for economic recovery in the country?
Jan 27, 2021
33 min
Benito Berber, Chief Economist Latin America at Natixis and Pedro Tuesta, Independent Economist, take a deep dive into the complicated economic and political situation in Peru.
Nov 25, 2020
29 min
The analysts Benito Berber, Chief Economist for Latin America at Natixis and Jorge Suarez-Velez, Independent Economist, take a deep dive into structural policy changes happening in Mexico. In this second episode, they explore key political dynamics and upcoming elections.
Nov 13, 2020
20 min
The analysts Benito Berber, Chief Economist for Latin America at Natixis, and Jorge Suarez-Velez, Independent Economist, take a deep dive into structural policy changes happening in Mexico. In this first episode, they talk about how the economic policies of the current administration are shaping Mexico’s outlook.
Nov 5, 2020
37 min
Following the attacks on oil facilities in Saudi Arabia, 5.7mn barrel per day of Saudi production i.e. 58% of the production level reported to OPEC in September have been knocked out. What are the potential impacts on oil markets?
A speech by Joel Hancock, Oil Analyst within Commodities Research Team at Natixis.
Nov 2, 2020
15 min
The acceleration of EV deployment not only impacts carmakers and commodities-related companies. It also raises a series of new challenges for power sectors all across the globe, in particular in Europe. EVSE - Electric Vehicle Supply Equipment should be further rising in terms of market development and demand.
A speech by Ivan Pavlovic, Senior Infrastructure/ Green & Sustainable / Hybrid debts Analyst.
Nov 2, 2020
3 min
The electric vehicle market is bigger and growing more rapidly than most people realize. Expectations are that by 2020, 4% of global new passenger car sales will be EVs. What is the impact on demand for raw materials and commodity prices ?
A speech by Bernard Dahdah, Senior Commodities Analyst.
Nov 2, 2020
3 min
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