Every week, we discuss topical economic themes from a European perspective and provide perspective on key macro data news.
Why Inflation Fails to Scare Euro Area Bond Investors
Euro Area inflation has been rising, but bond yields remained surprisingly low. We discuss what's behing this with Natixis interest rate strategist Jean-Christoph Machado.
New Coalition Vows to Unblock Germany
We discuss the main features of the "treaty" agreed between the new German coalition partners (Social Democrats, Greens & Liberals) and also the latest Euro Area macro data .
The role of savings for the Euro Area inflation outlook
We discuss whether a reversal of high private sector savings rates will generate demand pressures and fuel further inflation. We also summarize the latest Euro Area macro data.
"Safe Assets" in the Euro Area - A Critical Review with Hanno Lustig (Stanford University)
We discuss with Stanford Professor Hanno Lustig about what makes assets safe, reviewing some of the problematic features in the setup of safe assets in the Euro Area.
How tight is the Euro Area labour market?
We discuss the latest European macro data and indicators that allow assessing the tightness of the Euro Area labor markt and the potential for future wage pressures.
What drives oil and gas markets? An interview with Joel Hancock
We discuss the latest European macro data and interview energy expert Joel Hancock (Natixis) about the drivers and the outlook for the oil and gas markets in Europe.