Podcasts by Macrocast
The sound of the economic world, with Gilles Moëc, Axa group chief economist.
Further podcasts by AXA IM
Podcast on the topic Geldanlage
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#18 - German federal elections: the wind of change? With Evelyn Herrmann (Bank of America)... and Scorpions of course) from 2021-09-10T16:11:29
As the Merkel era is drawing to a close, we take the occasion of the federal elections on September 26th to take a good look at three macroeconomic challenges facing Germany and the ramification...
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#17 - With Jean Pisani-Ferry... and a few notes of Fleetwood Mac from 2021-06-23T12:18:52
As we relaunch macrocast after a hiatus of a few months and in conversational format, I was looking for someone who would help us to think through the noise and guide us in this post COVID world...
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#16 - Fiscal Forward Guidance Needed from 2020-07-13T12:54:51
If Gilles Moëc does not always shine by his optimism, for this last podcast of the season he dares a duet with Mr Blue Sky (ELO). Believe it or not, there is talk of a "forward guidance" that co...
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#15 - US Policy-makers looking for Plan B from 2020-07-06T14:18:28
We don't know if David Bowie was a Democrat, but he is with Gilles Moëc today to talk about the Health and Economic Recovery Omnibus Emergency Solutions" Act (HEROES). But is pumping up more pen...
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#14 - Job Protection&Demand Management from 2020-06-29T16:39:08
Only a strong political stimulus seems to be able to shift from general emergency support to long-term demand management. With this in mind, the debate on how best to protect jobs will be key. T...
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#13 - Credit Guarantee Feedback Loop from 2020-06-22T15:09:29
The success of the new TLTRO shows that pledging the governments’ balance sheet was certainly the right thing to do in the emergency, nevertheless the medium-term consequences of those guarantee...
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#12 - Warning shot from 2020-06-15T16:09:59
To talk about money supply growth, Gilles Moëc once again invokes the 1970s. But this week music shares the top billing with Milton Friedman. And ABBA can shout it 3 times in a row, Milton knows...
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#11 - Beyond the mechanical rebound from 2020-06-08T15:10:21
Jim Cramer is so excited about the recent U.S. dataflow that one of Bob Marley's is not too much to bring the tension down, even though there's still "So much trouble in the world'.
Newsle...
#10 - Define "big" from 2020-06-01T14:48:44
When there is good news in Europe, and the "Next Generation" package is undoubtedly one, Gilles Moëc leaves it to Apolline Menut (Eurozone Economist at AXA IM) to announce it to you. To encourag...
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#09 - The Long and Winding Road from 2020-05-25T19:19:18
The Franco-German "Recovery Fund" proposal is a ray of light for the post-pandemic global economy, but it's already facing opposition that could spread in the next weeks. In the Us, the negative...
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#08 - Big figures looking smaller from 2020-05-18T15:18:35
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<...
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#07 - Principles Matter from 2020-05-11T14:14:27
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...
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#06 The limits of the Banking Channel from 2020-05-04T14:11:08
Embark with Gilles and The Police in a time capsule in the early 50s. A podcast whose "flexibility" will undoubtedly please Christine Lagarde.
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#05 Looking for more fire-power already from 2020-04-27T15:08:17
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 evolvin...
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#04 Illusory Trade-offs from 2020-04-20T15:28:45
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 fr...
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#03 Who will pay ? from 2020-04-14T14:50:47
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 une...
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#02 The Swoosh shape of the rebound from 2020-04-06T14:32:54
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 ...
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#01 Remote from 2020-03-30T16:38:39
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 n...
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