Deluged by 24/7 news and analysis? We have the key themes you need to understand covered by the most respected experts in their respective fields.
Ten months of: After the radical promises of his campaign has Donald Trump’s presidency delivered the expected economic and regulatory shakeup? And how have his interventionist, protectionist tendencies played out in practice? What can we expect to be the impact on trade?
Europe on the brink?: The Eurozone economy has surprised on the upside, but is the improvement sustainable? Have election results in the EU heavyweights resolved uncertainty or prolonged it? And do the Greek and Italian experiences mean the Eurozone needs a rethink or a redrawing?
Brexit bumps: The initial lack of a ‘Brexit effect’ surprised economists but should it have? After all, the main effects will only be felt after the UK leaves the single market and customs union. So how should companies prepare for Brexit without making key changes too early? Will there be treasury impacts on tax, payment and liquidity structures?
Time to take cyber seriously. Really.: Only 5%of FTSE 100 companies have disclosed having a director responsible for cyber risks. But almost nine in 10 identified “one or more” elements of cyber risk in their disclosures, according to a study by Deloitte. As key stakeholders begin to focus on companies cyber-competence, the time for talking has long gone. It’s time to act.
Inflation: In the US, the Eurozone and China inflation has surprised on the upside. Is this a temporary blip or is the unprecedented global credit splurge coming home to roost? If it is, what does that mean for corporates and their treasurers?
Emerging markets: a rising tide floats all boats. But what about the ebb? Does a stronger dollar hurt emerging economies and make borrowing more difficult? Which markets are most exposed to US policy shocks? And where is political risk the most damaging?