Macrocast

While the ECB could run out of ammunition much sooner than expected, David Page (Head of Macroeconomic Research at AXA IM) comes with good news from the UK ... About the weather

Guest : David Page, Head of Macroeconomic Research (AXA IM)

Contact : https://twitter.com/MoecGilles 

Newsletter : https://www.axa-im.com/content/-/asset_publisher/alpeXKk1gk2N/content/macrocast-big-figures-looking-smaller/23818
Credits : Jackson Browne, « Running on empty », Genesis, « Dancing with the moonlit knight »

Recorded on May 18th, produced by Axa

The tension is rising in the UE after the GCC's ruling, as a matter of fact The Clash is (are) not far off. Further to the east, while the rebound began in March, it already appears to be fading. Aidan Yao will give us the stakes in the coming weeks for the Chinese Politburo

Invitée : Aidan Yao, Senior China/Asia Economist (AXA IM)

Newsletter : https://www.axa-im.com/content/-/asset_publisher/alpeXKk1gk2N/content/macrocast-principle-matter/23818

Crédits : The Clash "I fought the Law"

Recorded on May 11th, produced by Axa

Embark with Gilles and The Police in a time capsule in the early 50s. A podcast whose "flexibility" will undoubtedly please Christine Lagarde.

Newsletter :  https://www.axa-im.com/content/-/asset_publisher/alpeXKk1gk2N/content/macrocast-the-limits-of-the-banking-channel/23818

Crédits : Christine Lagarde (ECB press conference 04/30/2020) / The Police "We were born in the 50's

Recorded on May 4th, produced by Axa

As the post-confinement trajectories of European GDPs take shape, it appears increasingly likely that what started as a symmetrical shock, affecting all EU countries at the same time, is evolving towards lasting divergences. Answers with Gilles Moëc, Apolline Menut... And Lucio Dalla.

Guest : Apolline Menut

Find the Macrocast Newsletter below :

 https://www.axa-im.com/content/-/asset_publisher/alpeXKk1gk2N/content/macrocast-looking-for-more-fire-power-already/23818

Crédits : 

Lucio Dalla, Anna e Marco, Lucio Dalla, 1979 / Emmanuel Macron (https://www.facebook.com/EmmanuelMacron/videos/277645803398665/)

Recorded on 27 April, produced by Axa

While exits from lockdown are now on the horizon in Europe, the US are facing their addiction to oil. And what if the fight against global warming was the next victim of the pandemic? Answers from Gilles Moëc, Hugo Le Damany... And Neil Young

Guest : Hugo Le Damany

Find the Macrocast newsletter below :
https://www.axa-im.com/content/-/asset_publisher/alpeXKk1gk2N/content/illusory-trade-offs/23818

Credits : 

Robert Kaplan, Balance of power, Bloomberg Markets & Finance / Neil Young, After the Gold Rush, After the Gold Rush, 1970

Recorded on 20 April 2020 Produced by AXA

Did last week's Eurogroup meeting outline effective support for the most fragile member states? Beyond the EU, how are emerging markets coping with the crisis? Answers in the Macrocast, with unexpected insights straight from Abbey Road.

Guest : Irina Topa-Serry, Senior Economist at AXA IM

Find the Macrocast newsletter below :  https://www.axa-im.com/content/-/asset_publisher/alpeXKk1gk2N/content/macrocast-who-will-pay-/23818 

Credits : 

You never give me money, The Beatles (Abbey Road, 1969)

Poul M. Thomsen post : https://blogs.imf.org/2020/03/30/europes-covid-19-crisis-and-the-funds-response/

Recorded on 14 April 2020 Produced by AXA

While the United States is now in the eye of the hurricane after Asia and Europe, it is already time to prepare for the post-Covid 19 period. How fast should we expect a rebound once logistical impairment will be over?

For this first podcast episode, Gilles Moëc highlights ways to absorb the unavoidable rise in public debt beyond the massive QE response in the short run.

Find the Macrocast newsletter below : 

https://www.axa-im.com/content/-/asset_publisher/alpeXKk1gk2N/content/macrocast-mutualise-or-trust-the-printing-press/23818

Recorded on 30 March 2020

Produced by AXA