55 episodi
Macro Waves BNP Paribas Economic Research
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- Economia
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5,0 • 1 valutazione
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Stories about money and markets : Weekly talks from the Economic Research department of BNP Paribas with William De Vijlder, Group Chief Economist.
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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 -
#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 -
#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.
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#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 -
#1 - Central banks and their fight against inflation. Job done?
In this series of two podcasts Andrew Craig, co-head of the Investments Insight Center at BNP Paribas Asset Management, interviewed William de Vijlder, group chief economist of the Economic Research of BNP Paribas regarding the central banks policies to fight inflation. Among the questions answered in the first episode are:Are we at the peak or can we expect further rates hikes? Is the inflation going to declines? at which pace?
Economic Research Website -
#3 - National recovery plan Espana 2050: Towards a productivity recovery?
In this third and final episode of the series dedicated to labour productivity in Spain, signs of encouragement for a recovery in Spanish productivity are presented, in particular thanks to a national recovery plan (2021-2026) that is in line with the España 2050 strategy, which consists of raising R&D investment.
Economic Research Website
Recensioni dei clienti
economic research from an unconventional viewpoint
Make no mistake - this is not the usual macro research you may get from large investment bank. First of all- the language used is plain English, well understandable by non practitioners. Then, the focus on sustainable and green finance is highly commendable as there lies the key for future investment decisions.
Highly recommended !