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Luke Templeman

Analysen und Studien von Luke Templeman

82 (13-24)
5. Mai 2021
13
In a new Podzept podcast Brett Ryan, Senior US Economist, Frank Kelly, Head of Governmental and Public Affairs, US & Latam and Luke Templeman, Thematic Analyst discuss the US economy, in particular what President Biden has done in his first 100 days in office, including the enormous fiscal stimulus package. Is the package politically possible as Washington looks forward to mid-term elections next year? [mehr]
1. März 2021
17
This year's National People's Congress (NPC) will start on Friday, March 5, and will last for about 2 weeks. In this podcast we provide a preview of the key policy issues for the NPC where we expect the government will set a floor growth target at 7-7.5% for 2021, leaving sufficient room to pursue its longer-term policy priorities. The 2021 budget will likely roll back about 60% of Covid-19 related stimulus measures. Nevertheless, government spending will likely increase 7% over last year, thanks to a strong fiscal revenue outlook. [mehr]
28. Januar 2021
19
Covid-19 disruption to business has reshuffled priorities for CFOs and treasurers. They must address how to: maintain access to liquidity/credit; implement back-up procedures; create visibility to total cash in global locations; determine cash requirements in the short and medium term; and assess current exposures. Astrid Poussel, Global Corporate Coverage, Corporate Bank, joins the conversation. [mehr]
16. November 2020
20
The pandemic has shown how the ‘haves’ are more resilient than the ‘have-nots’. Much of this is based on the gap between the two groups based on their access to technology. The divide in the US runs deepest along race and location (urban versus rural). To narrow this gap, we lay out our vision to develop an initiative that covers the more than half of households without proper broadband connection and a computer. [mehr]
26. Oktober 2020
22
The trend towards 'localisation' leaves few easy options for large companies. Their huge advantage from global supply chains and businesses, built up during the last few decades of globalisation, may unwind unless they adapt to local- or multi-local business models. The urgency to adapt has been turbocharged by covid-19. [mehr]
18. September 2020
24
The widening generational divide should be a key source of alarm for investors, financial markets and society as a whole. Young people perceive themselves as the losers on issues ranging from housing to climate change to student debt. In turn, this anger is manifesting itself into political outcomes, with elections around the world increasingly fought along generational lines. [mehr]
22.9.0