Finance Focused’s Post

In episode 2 of our Blue Space video series, watch Goolam Ballim, Standard Bank Chief Economist and Michael Power, Consultant at Ninety One, as they unpack the new global #trade dynamics and the opportunities for Africa. Learn more - https://lnkd.in/d9iM4t9B Gugu-Lisa Zwane-Johnson

"Let's hope Cyril Ramaphosa is listening." In an interview with eNCA's Dan Moyane, our CEO Harry Scherzer discussed the Rand's response to the Government of National Unity, shedding light on what we can anticipate going forward and the impact that global market movements may have on the local currency and investor sentiment. Watch the full discussion below:

I'm excited to share insights from the latest publication, "Modernizing Financial Markets with Wholesale Central Bank Digital Currency (wCBDC)." Did you know that 98% of the world's central banks are exploring or implementing CBDCs? This is a significant milestone towards transforming payments and securities transactions between financial institutions. In collaboration with Accenture, this report highlights the urgent need for secure and efficient settlement infrastructures. It also calls for robust public-private partnerships to tackle the challenges of interbank payments and securities transactions. Leaders in both the public and private sectors are encouraged to explore the role of wCBDC in their jurisdictions and to collaborate on innovative solutions. Join us in shaping the future of financial markets by diving into the full report for more detailed insights. #DigitalCurrency #Finance #Innovation #PublicPrivatePartnership #CBDC #FinancialMarkets Link to the full report: https://lnkd.in/eYR7JTb6

I found this document interesting from Banque SYZ & CO, a private bank based in Geneva, Switzerland. The paper focuses on Chinese government bonds, described as an "#antifragileasset, a category of things that not only benefit from chaos but may need it to survive and thrive. The analysis was conducted by Charles-Henry Monchau, CFA, CMT, CAIA, Chief Investment Officer, and Adrien Pichoud, Chief Economist at Banque Syz SA. The paper presents an in-depth analysis on the attractiveness of Chinese government bonds as an anti-fragile investment, considering various factors such as China's economic cycle, monetary policies, and the trend of the renminbi, as well as analyzing the risks and correlations with other financial assets.

Discover how Chen Wenling's insights reveal China's vulnerability in the ongoing 'finance war' with the US, as interest rate dynamics potentially shake up global markets. #China #USFinancialCompetition #CapitalMarkets #bankingindustry #NFT #finance #fintech https://lnkd.in/e7qDQbPq

According to the latest edition of the Global & Regional Focus Notes report, momentum is building behind the Capital Markets Union project as an answer to the question of how to finance the EU’s economic transformation – a necessity if the upturned geopolitical world order isn’t to leave Europe lagging behind the US and China. To find out more, read the full report by the Eurobank Research Team: https://lnkd.in/dbVhE98J #Eurobank #EurobankResearch #GlobalReport #CapitalMarketsUnion #Savings #Investments 

Tatjana Greil Castro, PhD on Bloomberg Markets Today Please click to watch our Co-Head of Public Markets Tatjana Greil-Castro discuss several key topics regarding the bond market and global economy on the Bloomberg Markets Today programme.   Tatjana highlighted that while credit spreads remain tight, there is still potential value in shorter-dated and European investment grade bonds and also discussed risk appetite in high yield and other markets. Tatjana begins speaking from 0:53:51 on the link below. https://lnkd.in/e6WcpveQ To learn more about Muzinich & Co, please visit - www.muzinich.com #bondmarkets #investmentgrade #creditspreads #publicmarkets

Sometimes the news is good, even in Europe. Dr. Joachim Nagel, president  of the Deutsche Bundesbank and member of the Governing Council of the European Central Bank, has taken the time in a speech to point out what Europe is missing by failing to implement the long talked-about European Capital Markets Union. One of the reasons young innovative companies often are unable to grow is a “lack of available capital,” he notes. The bottom line as Dr. Nagel sees it:  "A key reason is that capital markets in Europe are still highly fragmented and rather underdeveloped compared to those in the United States ... By mobilizing more private capital, the capital markets union could improve opportunities for economic growth." He says that streamlining and further developing Europe’s capital markets would likely increase investment in Europe's "digital and sustainability transformation." I think it might do a lot of good for Europeans who support a more competitive and innovative economy to express our appreciation to Dr. Joachim Nagel for taking the time to address the issue of the potential benefits for Europe of completing the Capital Markets Union.  There is a form for this on the website of the Deutsche Bundesbank. Just be sure to specifically address your message to Dr. Joachim Nagel. 🇪🇺 https://lnkd.in/e5nGVeTZ https://lnkd.in/ehhRvdYX

Will there be a soft landing for Europe in 2024? This year will be very challenging but developments in the world economy and the financial markets in 2023 were fortunately much better than feared. Read what Nordea Group Chief Economist Helge Pedersen's view is on this. #myNordea

Catch Glenn Yin Head of Research and Analysis AETOS Capital Group Pty Ltd on Biztech’s Asian Midday Market Watch today the 14th of May at 1pm Singapore time. Glenn will be delving into the Australian Federal Budget and the implications of the upcoming US Producer Price Index (PPI) and Consumer Price Index (CPI) reports. Why is this happening, and what does it mean for investors? Tune in for expert insights and analysis! #asianmarkets #stockmarkets #financialinstitutions #banks #reits #ustreasury #inflation #wallstreet #commoditymarkets #fxmarkets #economy #finance #centralbanks #currency #federalreserve #energymarkets #oilmarkets #thesmartinvestor #wallstreet #GlennYin #Fed #stagflation #inflation #gold #oil #geopolitics #bonds #RBA #AUD # Presenter: Jeffrey Halley