56 episodes
Macro Waves BNP Paribas Economic Research
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- Business
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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The European Union's trade balance: back in surplus
In this Audiobrief, Guillaume Derrien discusses recent evolution of the European Union's trade balance. The latter moved back to a surplus in 2023. Despite China’s ramping up to higher value-added sectors, the EU trade surplus in traditionally buoyant industries (pharmaceuticals, automotive) remains at historically-high levels.
Economic Research Website -
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