Episodi
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In this episode, FX and Macro Analyst George Vessey discusses the current macroeconomic landscape, focusing on inflation, tariffs, and their impact on markets.
He highlights the persistent inflationary pressures, the evolving trade tensions under Trump's policies, and the implications for the US dollar..
We also cover the volatility in markets due to these factors and provides insights into the Fed's stance on interest rates, concluding with key takeaways for investors.
Chapters
00:00 Inflation and Market Volatility
03:12 Trade Tensions and Tariff Impacts
05:56 The Strength of the Dollar
10:00 Key Takeaways and Market Outlook
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This week, we sat down withSoups Ranjan, the co-founder and CEO of AI risk management platformSardine, to chat about the evolution of fraud prevention technologies in the AI era. We touch on the importance of partnerships in the fintech space, and the challenges posed by AI in fraud detection - including how Sardine uses AI to detect deepfakes and improve identity verification.
Soups' shares his belief in the need for a culture of transparency and vulnerability among businesses in sharing information about fraud incidents, and how Sardine's information-sharing consortium, Sonar, is closing the gap between banks and fintechs to combat fraud more effectively. We also cover the significance of real-time payments and the role of data in managing risk effectively.
Chapters
00:00 Introduction to Sardine and Recent Developments
02:58 Partnerships and Collaborative Strategies
05:57 Adapting to AI Threats in Fraud Prevention
08:52 The Limitations of Reimbursement in Fraud Cases
11:59 Sardine X: Enhancing Information Sharing
14:46 Creating a Culture of Transparency in Fraud Prevention
18:04 Addressing the Visibility Gap in Embedded Finance
20:49 Real-Time Payments and Fraud Detection
24:02 Data as the Core of Risk Management
26:47 Looking Ahead: The Future of Fintech in 2025
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Episodi mancanti?
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Is the U.S. recession still on the horizon, or has resilience pushed it further out? Can Europe’s economy surprise to the upside despite the gloom? How will inflation data shape central bank policies in the coming months?
This week, we break down the February Global FXOutlook and the market’s reaction to Trump 2.0. From the initial USD rally post-election to its sharp pullback on tariff uncertainties, we analyze key FX moves across the euro, pound, and Aussie dollar.
Tune in for the latest from Convera Head of Market Insights, Steven Dooley.
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LatAM is a hotbed for fintech innovation, and Colombia - LatAm’s 4th largest economy - occupies a unique position in global commerce. In this episode, we sat down with Christian Guevara Téllez and Luis Felipe Aparicio of Colombian brokerage firm, Acciones y Valores S.A., to discuss the cross-border payment landscape in Colombia. We touch on the unique regulatory challenges faced in Colombia, the importance of serving SMEs (Small-Medium Enterprises) in the economy, and how Acciones y Valores is leveraging technology, including AI, to enhance payment processes, and how Colombian businesses are looking forward and embracing the seismic changes in the cross-border payments industry.
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The global bond sell-off continues to reverberate through markets, US economic resilience has dampened Fed rate cut bets, equities are falling, the dollar is surging and UK assets, including the pound, are tumbling – welcome to 2025.
After a fairly turbulent 12 months, people are wondering what 2025 may hold in store. It’s that time where it’s not uncommon to see calls by analysts for the year ahead becoming obsolete.
Join UK FX Analyst George Vessey as he breaks down this week's macroeconomic news with a focus on the GBP.
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To kick of a new year of Converge conversations, we sat down with Hal Ramakers, Senior Vice President of Global Solutions at Brightwell, to discuss the evolution of Brightwell from its origins in maritime payroll for the cruise line industry to its current role in providing cutting-edge cross-border payment solutions.
We cover the challenges faced in global payroll solutions, the importance of leading with a great user experience, the evolution of Brightwell's ReadyRemit and Latitude solutions, the need for cultural adaptability in payment solutions, and the ever-evolving future of cross-border payments, including the role of new rails such as blockchain and crypto assets' potential in supporting global liquidity at scale in always-on economy.
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This week, Convera Head of Market Insights, Steven Dooley, discusses the significant market reactions following the 2024 US election, the impact of tariffs on foreign exchange markets, macroeconomic trends including interest rate cuts, and the outlook for 2025 amidst geopolitical tensions.
We explore how the election results influenced investor sentiment, the implications of tariff discussions on various currencies, and the overall economic landscape as we look forward to the new year.
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At Money2020 USA, we sat down with Margaret Weichert, Chief Product Officer at The Clearing House, and Peter Tapling, Managing Director of PTap Advisory, to discuss the transformative potential of instant payment applications.
We covered:
The evolution of payment systems and how new technologies like tokenization are being leveraged to create seamless financial transactions The challenges and opportunities of integrating these technologies within the current financial landscape The specifics of industry adoption hurdles How instant payments can solve real-world problems How instant payments are shaping customer experiences, and what this means for businesses and consumers alike -
What could a centralized authority, or 'fraud czar', do to combat the growing complexities of fraud in the global financial sector?
We sat down with an expert panel at Money2020 to explore this question by looking at the various types of fraud at play, including synthetic identities and the evolving tactics of fraudsters, particularly in the context of new technologies.
The group highlighted the challenges of coordinating responses across different sectors and the importance of understanding the enablers of fraud. They also closely examined international models that could inspire effective fraud prevention strategies in the U.S.
Don't miss our chat with Karen Boyer, SVP and Director Fraud Intelligence with M&T Bank, David Maimon, Head of Fraud Insights with SentiLink and Natalie Loebner, owner of Loebner Consulting
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At Money2020 USA, we sat down with two experts to discuss the evolving landscape of risk management and hedging strategies in the modern enterprise, particularly in the context of geopolitical instability and emerging markets like Africa.
David Renta, Global Head of Hedging at Convera and Benjamin Fernandez, CEO and founder of African payments fintech, Nala, share insights on navigating these challenges, emphasizing the importance of developing strategic plans, understanding local dynamics, and maintaining profitability.
We also address the regulatory hurdles that add complexity to building an effective hedging strategy, and the need for tailored solutions in diverse markets, particularly in Africa.
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In this week's market update, Boris Kovacevic discusses the implications of the recent US elections, focusing on Donald Trump's victory and its impact on the economy and global markets.
We cover the economic factors that influenced the election results, particularly inflation, and explore the concept of US exceptionalism in the context of global trade dynamics.
We also touch on geopolitical shifts, the future of the euro, and the Federal Reserve's response to inflation trends.
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At Money2020, we sat down with Zoya Lieberman of Endava and Ramiro Nandez of Mercado Pago to discuss the evolving landscape of digital payments in the Americas, focusing on the role of AI, the challenges of cash adoption, and the importance of user experience and financial inclusion.
We explore the collaboration between fintechs and traditional banks, the regulatory hurdles faced in different markets, and the need for innovative solutions to bridge the gap between cash and digital transactions.
We also touch on the potential of AI and blockchain technology to transform the payments ecosystem and drive financial inclusion across the region.
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With five days to go until a historically close US election, market participants can't stop talking about the what ifs.
Hear from macro analyst Boris Kovacevic on what outcomes we could see in the markets globally following the November 5th US elections.
Disclaimer: Converge is Convera’s new podcast that discusses a range of financial services topics. We want to remind our listeners that the information shared on this podcast is for informational purposes only and should not be considered financial advice. Please note that the opinions expressed on Converge are solely the opinions of the host and the guests, not Convera’s.
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To kick things off at Money2020 USA we spoke with Ari Redbord from TRM Labs. With 11 years under his belt at the US Dept. of Justice, Ari shared his views about the evolving landscape of cryptocurrency, the challenges of crypto crime, and the importance of compliance in the financial sector.
We touch on the role of TRM Labs in combating illicit activities in the crypto space, the future of stablecoins, the implications of Stripe's Bridge acquisition, and the regulatory framework surrounding digital assets, particularly the MiCA regulation in Europe and its influence on other regions.
Lastly, we touched on the need for businesses to prioritize compliance as they enter the blockchain space, and how to do it right. If you're a business looking to get into blockchain and crypto-enabled solutions, you won't want to miss this discussion.
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Grab your copy of our Are You Ready For 2025? report.
With 2025 on the horizon, economic uncertainty looms. Will the world economy finds its balance, or are we still bracing for the next curve?
If real wage growth falters, consumer spending could take a hit. Businesses need to be prepared for shifts in consumer behavior and tighten their risk management focus.
This week, we're sharing our recent FinTech Talk with host Charles Orton-Jones of Business Insider, where we explore:
Possible market impacts of the upcoming 2024 US presidential election Key indicators for businesses monitoring economic health in 2025 The key trade risks which could reignite inflation, despite global economic progression and easing cycle Key currency trends for 2025 which may disrupt global trade flowsHear from Macro analyst Boris Kovacevic and FX Analyst George Vessey on how to prepare for the year ahead.
Grab your copy of our Are You Ready For 2025? report.
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Grab your copy of our US Election Guide for FX Markets!
Voters are heading to the polls on November 5th to vote for the 47th President and 50th Vice President of the United States. The most important political event of the year will be accompanied by elections for both chambers of Congress. The composition of the White House, Senate, and House of Representatives will be crucial for the domestic economy, world trade, and financial markets across the world.
We see three specific market risks associated with the election. However, each candidate comes with his or her own unique policy mix, which needs to be incorporated when thinking about hedging election related risks. Join Macro Analyst Boris Kovacevic and Lead FX Analyst Goerge Vessey as they break down what to expect in markets and FX post-US election. Plus get your copy of our US Election Guide for Markets for more analysis of the potential election outcomes.
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This week, we hosted a lively discussion with the founding team of Algbra, a UK-based fintech startup focused on ethical finance and combating financial exclusion.
Algbra is a Certified B Corporation, sitting among a global network of businesses that meet high social and environmental impact standards. We explore Algebra's unique dual business model, which includes both B2C and B2B services, their commitment to social impact, and the significance of their recent strategic investment from Standard Chartered.
The team discusses the challenges of both financial exclusion and ethical investing, and the launch of their sustainable savings platform, Shoal. We discuss the importance of consumer education around ethical investing to make it stick, and the potential for growth in the ethical finance market towards profitability and sustainability.
We also touch on the recent pushback against DEI initiatives in certain regions and the company's views in fostering equity in such a polarized, politicized environment.
Guests: Anton Laurens, Tom Mason (Shoal), Marten Moeller
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Powell pushed the large 50 basis point cut over the line with the help of the market. This has given investors the green light to scream for more easing as early as November. Wall Street is reading between the lines: if the Fed's willing to cut 50 now, why not again in November?
Volatility surrounding major macro events and rate decisions will persist going into year end. US policy makers have given other central banks the green light to continue easing policy.
The PboC was quick to take the opportunity but not every central bank is willing to follow suit. The hawkishness of the BoE is pushing the pound to new cycle highs as Europe continues to struggle with the weak incoming data.Join analysts George Vessey and Boris Kovacevic as they break down the latest market news.
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This week, we sat down with Rahul Bhargava, consultant for The World Bank, about the evolving landscape of cross-border payments.
The G20's roadmap for faster payments faces key milestones over the next two years, and the significance of BIS projects like Project Nexus have been instrumental in illustrating how faster, more secure, more transparent global payments could become a reality.
We discuss the upcoming milestones that organizations must meet on the G20 roadmap, the ongoing developments in Project Nexus particularly in its third phase, and the global ambitions to apply the learnings of the project.
Additionally, we cover the challenges posed by varying payment infrastructure maturity around the world, and the technological innovations that support these initiatives. Finally, we touch on the practical implications for banks and payment providers in adopting these new frameworks.
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Global macro finds itself at a crossroads. The last job report left investors scratching their heads due to the mixed picture it painted but yesterday’s higher than expected inflation print likely confirmed that the Fed will cut interest rates by 25 basis points next week. It will be all about how the Fed wants to be perceived by markets.
What is important for investors is that the global easing cycle is well underway. The Fed has basically given other central banks the green light to cut as well. And its definitely needed given the industrial recession in Germany, China and to a lesser degree Japan.
The macro uncertainty therefore isn’t tied to just one country. Its structural and global in nature, despite being driven by idiosyncratic factors. Hear from macro analyst Boris Kovacevic on this week's market news and events to watch for.
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