Description
With:
Sam Lynton-Brown, CFA, Head of Global Developed Markets Strategy
Alex Jekov, G10 FX Strategist
BNP Paribas | Global Markets (Recorded 28 March 2022)
In this podcast we explore foreign investor buying of US assets. We find that most debt inflows come from the Eurozone and Japan. For institutional investors, we expect a slowing in eurozone investor buying of USD fixed income. For foreign holdings of US equities, any rebalancing lower of US equity exposure could result in substantial USD selling. Our assessment of the outlook for cross-border flow dynamics is consistent with upside risks to EURUSD.
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
Trevor Allen, Head of Sustainability Research
Jinyi Yue, Sustainability Research Analyst
BNP Paribas London Branch | Global Markets (Recorded 26 September 2024)
Global stock take at COP28 underlined for the first time that low-carbon H2 production should be accelerated alongside other clean...
Published 09/26/24
Trevor Allen, Head of Sustainability Research
Jinyi Yue, Sustainability Research Analyst
Jason Ying, Commodities Desk Strategist
BNP Paribas London Branch | Global Markets (Recorded 28 June 2024)
This episode delves into the evolving landscape of EVs and sustainability. From current EV...
Published 06/28/24