Global Directory EN Product logins Contact Us Support Refinitiv Home The Big Conversation DATA INSIGHTS The Big Conversation Each week we examine major themes driving the markets and use Refinitiv’s best-in-class data to assess the risks and opportunities for investors. Powered by Real Vision. Join the forum SHARE Latest episode Previous episodes Deep dive interviews Flash briefings Financial analysis THE BIG CONVERSATION Watch the latest episode EPISODE 100 When will stocks react to inflation? Published on: November 18, 2021 • Duration: 11 minutes This week we look at the ongoing divergence between inflation and risk assets, especially bond yields, and the impact that this has had on the stock market. Will we finally see yields rise and value stocks outperform, or is the dollar starting one of those runs higher that can undermine risk assets? Regardless of which inflation camp you sit in, the lack of response to some startlingly higher inflation prints is quite remarkable. 11:10 Show disclaimer View transcript Latest episodes of The Big Conversation View entire series Episode 99: Is a stock market melt-up on the cards? This week Real Vision’s Roger Hirst uses Refinitiv’s best-in-class data to look at positive seasonality for stocks into year-end and the emerging risks that might make this a bumpy ride. November 11, 2021 •Episode 99 13 min Episode 98: Is inflation hiding a weak economy? This week Real Vision’s Roger Hirst uses Refinitiv’s best-in-class data to look at the data behind the inflation headlines that look robust but is starting to head in the wrong direction. November 03, 2021 •Episode 98 15 min Episode 97: What is driving the global energy crisis? In “The Chatter” section Jim Mitchel, head of Refinitiv’s Americas oil analysts, discusses why this global energy crisis is arguably an “ideology crisis” and why this means we could see all-time record prices for oil in 2022. October 28, 2021 •Episode 97 21 min 14:03 Show disclaimer DEEP DIVE INTERVIEWS Are you prepared for the LIBOR transition? Published on: November 6, 2021 • Duration: 14 minutes Over the last 30 years or so, Libor benchmarks have become deeply embedded in all corners of the financial markets. But the benchmarks are about to change, as the market switches towards risk-free rates. Now, in reality, the groundwork for these changes has been under development for many years. For customers, it becomes reality in early 2022. London Stock Exchange Group’s affiliates, have been supporting customers through the transition process by providing, amongst other things, risk management, reporting, and data calculation tools. But what’s happening? Why is it happening? And what do customers need to do, in order to be ready for this transition? View transcript Latest Deep Dives Episode 2: The institutional adoption of digital assets In this episode of our deep-dive interview series, we take a look at digital assets. The world of crypto and decentralized finance has become incredibly tribal, with multiple technologies jockeying for market leadership. October 31, 2021 •Episode 2 13 min Episode 1: How are algos shaping the world of finance? Medan Gabbay, chief revenue officer at Quod Financial outlines what algos are and what they do, before Alexis Laming, senior trader of Banque de France, the country’s central bank, explains the user case for algo products, as well as some of their benefits and their pitfalls. September 27, 2021 •Episode 1 13 min The Big Conversation flash briefings Find out how to listen to The Big Conversation on your Amazon Alexa or Google Assistant Find out more FINANCIAL ANALYSIS Discover the power of Eikon Access the tools and data powering the Big Conversation and view financial video via Refinitiv Newscasts. FINANCIAL ANALYSIS Eikon Access an incredible depth and breadth of financial analysis data to make smarter decisions. Eikon is a flexible, open platform that’s purpose-built for trade innovation and lets you connect with the world’s largest directory of verified financial professionals. MACROECONOMIC ANALYSIS Datastream Identify trends, generate and test hypotheses, and develop viewpoints and research. Loaded with 65 years of information, Datastream is the world’s most comprehensive financial time series database. 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