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コンテンツは Emso Asset Management によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Emso Asset Management またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
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Manage episode 356638187 series 3453270
コンテンツは Emso Asset Management によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Emso Asset Management またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
EMSO TALKS: In this episode of Emso Talks, Patrick Esteruelas, Head of Research, and Ivailo Vesselinov, Chief Strategist, share their thoughts and takeaways from the October 2022 IMF meetings, including broad macro views and country-specific takeaways.
35 つのエピソード
Manage episode 356638187 series 3453270
コンテンツは Emso Asset Management によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Emso Asset Management またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
EMSO TALKS: In this episode of Emso Talks, Patrick Esteruelas, Head of Research, and Ivailo Vesselinov, Chief Strategist, share their thoughts and takeaways from the October 2022 IMF meetings, including broad macro views and country-specific takeaways.
35 つのエピソード
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×Send us a text EMSO TALKS: Join Bret Rosen, senior economist and strategist for Latin America at Emso, as he shares insights from his recent visit to Brazil in this episode of the Emso Talks Podcast.
Send us a text EMSO TALKS: Fika; /ˈfiːkə/; noun: (Swedish custom) a break from activity during which people drink coffee, eat cakes or other light snacks, and relax with others. Join Co-CIO, Jens Nystedt, for the 11th episode of ‘Fika with Jens’ for an update on recent macro developments both in the US and abroad as well as insight on upcoming events that he is closely monitoring.…
Send us a text EMSO TALKS: Fika; /ˈfiːkə/; noun: (Swedish custom) a break from activity during which people drink coffee, eat cakes or other light snacks, and relax with others. Join Co-CIO, Jens Nystedt , for the 10th episode of ‘Fika with Jens’ for an update on recent macro developments both in the US and abroad as well as insight on upcoming events that he is closely monitoring.…
Send us a text EMSO TALKS: Fika; /ˈfiːkə/; noun: (Swedish custom) a break from activity during which people drink coffee, eat cakes or other light snacks, and relax with others. Join Co-CIO, Jens Nystedt, for the 9th episode of ‘Fika with Jens’ for an update on recent macro developments both in the US and abroad as well as insight on upcoming events that he is closely monitoring.…
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Emso Talks
1 Emso Talks: Deep Dive into Brazil's Economic Landscape 12:55
12:55
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12:55Send us a text EMSO TALKS: Join Bret Rosen, senior economist and strategist for Latin America at Emso, as he shares insights from his recent visit to Brazil in this episode of the Emso Talks Podcast. Bret delves into Brazil's central bank's monetary policy, the fiscal situation, macroeconomic trends, and political dynamics.…
Send us a text EMSO TALKS: Fika; /ˈfiːkə/; noun: (Swedish custom) a break from activity during which people drink coffee, eat cakes or other light snacks, and relax with others. Join Co-CIO, Jens Nystedt, for the 8th episode of ‘Fika with Jens’ for an update on recent macro developments both in the US and abroad as well as insight on upcoming events that he is closely monitoring.…
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Emso Talks
1 Insights on Mexico's Elections, Economic Policies, and Nearshoring 14:18
14:18
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14:18Send us a text This episode of Emso Talks delves into Mexico's upcoming presidential elections, central bank policies, the impact of nearshoring, and the dynamics of the Mexican peso. Bret Rosen, a senior economist and strategist for Latin America at Emso, shares insights from a recent trip to Mexico, analyzing political trends, economic strategies, and investment opportunities ahead of the June 2024 elections.…
Send us a text EMSO TALKS: Fika; /ˈfiːkə/; noun: (Swedish custom) a break from activity during which people drink coffee, eat cakes or other light snacks, and relax with others. Join Co-CIO, Jens Nystedt, for the 7th episode of ‘Fika with Jens’ for an update on recent macro developments both in the US and abroad as well as insight on upcoming events that he is closely monitoring.…
Send us a text EMSO TALKS: Fika; /ˈfiːkə/; noun: (Swedish custom) a break from activity during which people drink coffee, eat cakes or other light snacks, and relax with others. Join Co-CIO, Jens Nystedt, for the 6th episode of ‘Fika with Jens’ for an update on recent macro developments both in the US and abroad as well as insight on upcoming events that he is closely monitoring.…
Send us a text EMSO TALKS: Fika; /ˈfiːkə/; noun: (Swedish custom) a break from activity during which people drink coffee, eat cakes or other light snacks, and relax with others. Join Co-CIO, Jens Nystedt, for the 5th episode of ‘Fika with Jens’ for an update on recent macro developments both in the US and abroad as well as insight on upcoming events that he is closely monitoring.…
Send us a text EMSO TALKS: Fika; /ˈfiːkə/; noun: (Swedish custom) a break from activity during which people drink coffee, eat cakes or other light snacks, and relax with others. Join Co-CIO, Jens Nystedt, for the 4th episode of ‘Fika with Jens’ for an update on recent macro developments both in the US and abroad as well as insight on upcoming events that he is closely monitoring.…
Send us a text EMSO TALKS: Fika; /ˈfiːkə/; noun: (Swedish custom) a break from activity during which people drink coffee, eat cakes or other light snacks, and relax with others. Join Co-CIO, Jens Nystedt, for the 3rd episode of ‘Fika with Jens’ for an update on recent macro developments both in the US and abroad as well as insight on upcoming events that he is closely monitoring.…
Send us a text EMSO TALKS: In this episode of Emso Talks, Emso’s Head of Research, Patrick Esteruelas, recaps his takeaways from the recent International Monetary Fund (IMF) meetings which were held in Washington D.C. in mid-April. The IMF meetings have historically served as a good platform to assess the pulse of the market, and while the there was certainly less pessimism present than at the October 2022 meetings, there was a perceptible lack of conviction on the path ahead with mixed implications for EM.…
Send us a text EMSO TALKS: In this episode of Emso Talks, Latam Strategist and Economist, Bret Rosen, covers the impact that nearshoring is having on the Mexican economy as well as the recent and sharp increase in remittances and the upcoming election in 2024.
Send us a text EMSO TALKS: Fika; /ˈfiːkə/; noun: (Swedish custom) a break from activity during which people drink coffee, eat cakes or other light snacks, and relax with others. Join Co-CIO, Jens Nystedt, for the 2nd episode of ‘Fika with Jens’ for an update on the recent volatile market developments and insight on upcoming events that he is closely following.…
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