Macrocast AXA IM
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- Affaires
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The sound of the economic world, with Gilles Moëc, Axa group chief economist.
Hosted by Ausha. See ausha.co/privacy-policy for more information.
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#18 - German federal elections: the wind of change? With Evelyn Herrmann (Bank of America)... and Scorpions of course)
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 ramifications for the rest of Europe : Deglobalisation risk, the European economic integration process and Green transition
If you enjoy listening to Alphaville and Scorpions, you will also enjoy this podcast.
Guest: Evelyn Herrmann, Bank of America
Recommendation: Series of podcasts "Germany: Memories of a Nation", by Neil MacGregor (director of the British Museum)
For BBC Radio 4 link https://www.bbc.co.uk/programmes/b04dwbwz/episodes/downloads
Credits: Alphaville - "Forever Young" / Scorpions - "Wind of Change"
All the other podcasts: https://www.axa-im.com/macrocast
Recorded on September 9th, produced by AXA IM
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#17 - With Jean Pisani-Ferry... and a few notes of Fleetwood Mac
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. I immediately thought of Jean Pisani-Ferry, who enlightens us with his wisdom and optimism. You will hear him in this podcast. Then I thought of Fleetwood Mac, in an equally hopeful but more musical vein. You'll hear them too.
Guest : Jean Pisani-Ferry (https://twitter.com/pisaniferry)
Recommendations :
- Jean Pisani-Ferry : "Political Cleavages and Social Inequalities", Amory Gethin/Clara Martinez-Toledano/Thomas Piketty
- Gilles Moëc : "The Price of Nostalgia, America’s Self-Defeating Economic Retreat", Adam S. Posen
Credits : Fleetwood Mac - "Don't stop"
Macrocast weekly newsletter : https://www.axa-im.com/insights?p_r_p_categoryId=12673554
Recorded on June 8th, produced by Axa IM
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#16 - Fiscal Forward Guidance Needed
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 could provide economic agents with an explicit – albeit flexible – sequence for the fiscal stance across the next three to five years, leading to a solid and sustainable recovery.
Credits
Olivier Blanchard's paper from January 2013 : https://www.imf.org/external/pubs/ft/wp/2013/wp1301.pdf
"Mr Blue Sky", ELO
Macrocasta Newsletter : https://www.axa-im.com/content/-/asset_publisher/alpeXKk1gk2N/content/macrocast-fiscal-forward-guidance-needed/23818
Recorded on July 13th, produced by Axa
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#15 - US Policy-makers looking for Plan B
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 pent-up demand a long term solution? On the monetary policy side, the Fed seem to be thinking hard about yield control.
Newsletter : https://www.axa-im.com/content/-/asset_publisher/alpeXKk1gk2N/content/macrocast-us-policy-makers-looking-for-a-plan-b/23818
Credits : David Bowie "Heroes"
Recorded on July 6th, produced by Axa
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#14 - Job Protection & Demand Management
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. To tackle this thorny issue, Gilles Moëc is supported this week by the eternal Bee Gees, who are as determined as ever to stay alive.
Newsletter : https://www.axa-im.com/content/-/asset_publisher/alpeXKk1gk2N/content/macrocast-job-protection-and-demand-management/23818
Crédits : The Bee Gees "Stayin' Alive"
Recorded on June 29th, produced by Axa
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#13 - Credit Guarantee Feedback Loop
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 guarantees need to be explored. Fortunately we will not be alone in this questioning. There was Genesis of course, always willing to "share his peace", but there was especially Apolline Menut. Good listening.
Newsletter : https://www.axa-im.com/content/-/asset_publisher/alpeXKk1gk2N/content/macrocast-51-credit-guarantee-feedback-loop/23818Credits : Genesis, "Supper's ready"
Recorded on June 22nd, produced by Axa
Hosted by Ausha. See ausha.co/privacy-policy for more information.
Avis
Macro podcast
I love this new monday meeting with economt. Thanks for helping me to understand markets evolition in such a particular time !
Manon C.
Podcast très intéressant et accessible! Hâte d'en entendre davantage, merci beaucoup!
Éclairant
Une voix posée, un propos clair, l’investissement semble accessible avec Gilles!