Future is Blue

Lourdes Maldonado, Gail and Rob Cañizares Director at the Emerging Markets Institute in Cornell University, together with Raymond Torres, Funcas Europe Director, analyse the implications of the IRA programme in the US and its repercussions for the European industry. The show is hosted by Carlos Carnicero Urabayen

Alice Faibishenko, Senior Adviser at Funcas, shares some of the key insights that are included in the latest SEFO report, covering topics such as the impact of record spikes in interest rates and the challenges for banks financing. The content of the report is available here.

In today's podcast, the first of a series jointly authored by Funcas Europe and the Centre for European Reform, we cover the following key aspects of the IMFs latest report:- Why is the world economy doing better than expected?- What's the likely course of monetary policy in Europe in 2023?- What are the key risks that can challenge the IMF's outlook?- Is the energy crisis under control in Europe?- Why is the UK the only advanced economy set for recession this year? 

In our chat we cover these topics:- How realistic it is to see a third of the world entering recession in 2023- What's the key forecast for Europe's economy in 2023- Whether or not inflation is irreversibly going down in the eurozone- The energy crisis- The impact of the end of the zero covid policy in China

In our conversation, we touch on these topics:- The overall situation in the markets in 2022- Are there some sectors that are faring better?- Interest rates rise and banks’ profitability - Recent dynamics in the Spanish banking sector- Spanish banks and the factor of non-performing loansTo discover key insights in all these questions take a look at the latest Funcas SEFO publications:- November edition- September edition

In this new episode Raymond Torres, Funcas Europe Director, talks with Carlos Carnicero Urabayen, Future is blue host, about the recent global trends pointing towards a deglobalisation process: Coronavirus lockdowns, the Chinese zero Covid policy, the war in Ukraine and other factors disrupting global supply chains.

In our episode Carlos Carnicero Urabayen interviews Francesco Sassi, Researcher specialized in Energy, Geopolitics, and Markets at RIE think tank in Bologna, Italy, to analyse how different EU Member States are dealing with the energy crisis.

These are the specific questions that we cover in today's show:1. What are the latest EU decisions or announcements concerning energy markets?2. To what extent will these measures appease inflationary pressures?3. Is a recession in the EU unavoidable, in light of the trends in gas markets?4. What are the key areas where further progress is needed in order for the EU to reach the goal of strategic autonomy with respect to energy?

In our episode we cover inflation, Europe's plans to cope with gas scarcity, the reform of the electricity system in Europe and the elections in Italy.