January 8, 2019
Rein de Loor, programmes manager at OMFIF, is joined by Darrell Delamaide, US editor at OMFIF and writer for Handelsblatt Global. They discuss US monetary policy in 2018, developments at the Federal Reserve and in US economics, and the global outlook for 2019.
December 20, 2018
Mark Sobel, US chairman of OMFIF, is joined by David Marsh, OMFIF chairman, and Yu Jie, head of China foresight at the London School of Economics. Their discussion focuses on the political and economic events that shaped 2018, as well risks and prospects for 2019. Topics include US-China relations, protectionism, and trade war implications on global economic growth. This podcast also covers developments on the UK’s withdrawal from the European Union, central bank policy divergence and financial stability.
December 18, 2018
Political risk series: ‘US-China trade war and implications for Asia-Pacific region’. Ellie Groves, programmes manager – emerging markets at OMFIF, is joined by Kishore Mahbubani, academic and former diplomat in the Singapore Foreign Service, to discuss the history of the US-China relationship and the implications of the ongoing trade war, including possible resolutions to the confrontation. Professor Mahbubani also outlines his thoughts on who will be advocating the liberal world order as the US retreats from the world stage.
December 12, 2018
Marcin Stepan, deputy head of meetings at OMFIF, is joined by Francesco Papadia, fellow at Bruegel and former director general for market operations at the European Central Bank, and Alexander Petrov, assistant vice-president of policy and research in the official institutions group of State Street Global Advisors. They discuss the December 2018 ECB monetary policy meeting as the central bank plans to end quantitative easing, outline its new reinvestment strategy and provide forecasts on growth and inflation.
December 11, 2018
Political risk series: ‘The retreat of globalisation’. Rein de Loor, programmes manager at OMFIF, is joined by Gervais Williams, senior executive director at Miton Group and author of the book The Retreat of Globalisation. They discuss geopolitical developments affecting globalisation, changing narratives on global economics and the outlook for globalism in the 21st century.
December 4, 2018
Political risk series: 'The Brexit deal, scenarios after the Parliamentary vote and implications for markets'. Marcin Stepan, deputy head of meetings is joined by Hetal Mehta, Senior European Economist with Legal and General Investment Management, Denis MacShane former MP and Europe minister under Tony Blair, and Anand Menon, Director of the UK in a Changing Europe Initiative to discuss the latest developments on the UK’s withdrawal from the EU. They discuss the contents of the Brexit deal with the EU, scenarios around Theresa May losing the UK Parliamentary vote on the deal on 11 December, challenges of defining a future relationship between the EU and the UK and the implications for businesses and investors.
November 27, 2018
Political risk series: 'Interference and independence at the Reserve Bank of India'.Ellie Groves, OMFIF programmes manager for emerging markets, is joined by Lord (Meghnad) Desai to discuss the political and economic implications of government pressure on the Reserve Bank of India. Desai examines the importance of central bank independence for global capital markets and promoting investment into a country, why the government of Prime Minister Narendra Modi might be trying to influence the RBI, and whether this will lead to a wider trend of governments pressuring their central banks to prioritise growth over tighter monetary policy.
November 26, 2018
Mark Sobel, US chairman of OMFIF, speaks with Caroline Atkinson, former deputy national security adviser for international economics to US President Barack Obama. During this time, she served as the US ‘sherpa’ at G7 and G20 summits. They discuss the forthcoming G20 summit in Buenos Aires, including the consequences of the economic crisis in Argentina, global trade tensions and US-China relations.
November 20, 2018
Political risk series: ‘Where we are on fears for euro breakup’. Danae Kyriakopoulou, chief economist at OMFIF, is joined by Hans-Werner Sinn, president emeritus of the Information and Forschung Institute and professor at the University of Munich. They discuss the euro area’s macroeconomic outlook, focusing on the state of the banking sector and non-performing loans. They also look at financial imbalances between core and periphery economies, political polarisation and the reform agenda to deepen economic and monetary union.
November 15, 2018
Mark Sobel, OMFIF’s US chairman, is joined by Steve Hanke, professor of applied economics at Johns Hopkins University; George Hoguet, member of the research committee at the Chartered Financial Analyst Institute Research Foundation; Christopher Smart, head of macroeconomic and geopolitical research at Barings; and Marsha Vande Berg, 2016-17 Stanford University career fellow. They discuss the effects of the 2018 midterms on US economic policy, including monetary policy, fiscal policy, trade and regulation.