Macro Waves

By BNP Paribas Economic Research

Stories about money and markets : Monthly talks from the Economic Research department of BNP Paribas.

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FAQs about Macro Waves:

How many episodes does Macro Waves have?

The podcast currently has 61 episodes available.

Macro Waves episodes:

November 04, 2025 International trade: after the US tariff offensive, an ever more multipolar world
https://economic-research.bnpparibas.com/Home/en-US

Since Donald Trump's return to the White House in 2025, the United States has massively increased its tariffs. As a result, trade flows to the US have been disrupted, but has this affected the dynamics of global trade? And above all, are we heading towards a major restructuring of global trade?

Fins out more here: EcoPerspectives — Advanced Economies | 3rd Quarter 2025– Economic Research – BNP Paribas

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10min
July 25, 2025 Global Economy: Issues to watch in the second half of 2025
As we enter the second half of the year, and after a first half marked in particular on the economic front by the tariff war initiated by the United States, we suggest that we pause and look back for a moment. This will allow us to understand the dynamics that have shaped our economies over the last six months. It will also help us to identify to what extent and in what way they will impact the economic outlook for the second half of the year. What scenario should we expect?

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20min
July 09, 2025 What are the effects of US tariff policy on global trade and emerging economies?
To highlight the publication of the second quarter issue of EcoPerspectives Emerging Economies, three members of the Emerging Economies team speak in ‘MacroWaves’: Christine Peltier, Cynthia Kalasopatan Antoine and Lucas Plé. This is an opportunity to take stock of the specific challenges facing countries.
In this podcast, our economists review the consequences of US tariff increases on global growth, the dynamics of international trade reconfiguration, and the reorganisation of value chains. We will analyse the effects of these upheavals on emerging countries.

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18min
May 23, 2025In the turmoil of US tariffs: what effects on developed economies?
In this new Podcast, we take a look at the short- to medium-term economic outlook for the major advanced economies, analysing the impact of trade tensions, the room for manoeuvre available and the expected economic dynamics.
#growth #inflation #monetarypolicy #us #eurozone #uk

Reading advice :
Équipe Économies Avancées | EcoPerspectives — Économies Avancées | 2ème trimestre 2025 – Etudes Economiques – BNP Paribas

Sound credit :
Extact from the speech of Pierre-Olivier Gourinchas, chief economist at the IMF, during the IMF World Economic Outlook' press briefing, April 2025.
# Press Briefing: World Economic Outlook, April 2025 - YouTube
Extract from Jérome Powell's speech at the May 7, 2025 FOMC press conference.
# FOMC Press Conference May 7, 2025
Extact from the speech by Christine Lagarde, Président of the ECB, at the announcement of the ECB's latest monetary policy decisions, April 17, 2025.
# President Lagarde presents the latest monetary policy decisions – 17 April 2025

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19min
June 26, 2024 Audiobrief | Self-employment back to the future
In this Audiobrief, Stéphane Colliac discusses selfemployment in France. It has been growing again for almost 20 years, particularly in household services, but also in business services. In France, which has created nearly 420000 jobs a year over the last 5 years, self-employment has represented almost one job creation out of 5.

Economic Research Website

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7min
May 28, 2024 Audiobrief | The European Union's trade balance: back in surplus
In this Audiobrief, Guillaume Derrien discusses recent evolution of the European Union's trade balance. The latter moved back to a surplus in 2023. Despite China’s ramping up to higher value-added sectors, the EU trade surplus in traditionally buoyant industries (pharmaceuticals, automotive) remains at historically-high levels.

Economic Research Website
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6min
March 13, 2024 Audiobrief | French trade deficit: France is relatively deindustrialised but investing
In this audiobrief, Stéphane Colliac describes France’s trade deficit for 2023 main drivers. In addition to a deficit linked to imports of hydrocarbons and a structural deficit reflecting the country’s de-industrialisation, it is also driven by France’s investment in the needs arising from the ecological and digital transition and the electrification of the car industry.

Economic Research Website
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6min
December 21, 2023 #2 - Geopolitical uncertainty: economic consequences
In the second podcast on geopolitical uncertainty and its economic consequences, Daniel Morris and William De Vijlder look more closely at the impact of geopolitical uncertainty on firms, households and financial markets.

Economic Research Website
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22min
December 19, 2023 #1 - Geopolitical uncertainty: economic consequences
In two podcasts Daniel Morris, Chief Market Strategist of BNP Paribas Asset Management discusses with William De Vijlder, Group Chief Economist of BNP Paribas the impact of geopolitical uncertainty on the economy. In this first podcast, they look at economic and geopolitical uncertainty, why it matters and how it can be measured.

Clic here to consult the graphic

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18min
October 19, 2023 #2 - Looking beyond the peak
In the second and last episode of the series on central banks and their fight against inflation, Andrew Craig and William de Vijlder are looking beyond the peak and discuss what will come next. Among the questions are: how long will central banks hold rates at these levels? How long will they plateau at these current levels? what come after that?

Economic Research Website
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14min

FAQs about Macro Waves:

How many episodes does Macro Waves have?

The podcast currently has 61 episodes available.

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