Trade Finance Podcast Stefano Virgilli

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

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

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)

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

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

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