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Macro Waves

BNP Paribas Economic Research

Stories about money and markets : Monthly talks from the Economic Research department of BNP Paribas.Hosted on Ausha. See ausha.co/privacy-policy for more information.

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Episodes

69 episodes

  1. Developed countries: Resilience amid a series of shocks. 14:12
  2. The energy crisis versus the rise of AI: why emerging economies are holding their own 12:16
  3. Conflict in the Middle East: analysis of the consequences for advanced economie 11:30
  4. How can Europe attain energy sovereignty? 13:47
  5. AI, a new strategic driver for emerging economies 12:15
  6. Public finances in advanced economies: significant yet surmountable constraints? 10:30
  7. In 2026: Consumption to rebound in the Eurozone and to modaterate in the US? 10:09
  8. Emerging economies — Solid growth, limited room for manoeuvre 10:36
  9. International trade: after the US tariff offensive, an ever more multipolar world 9:30
  10. Global Economy: Issues to watch in the second half of 2025 19:05
  11. What are the effects of US tariff policy on global trade and emerging economies? 17:19
  12. In the turmoil of US tariffs: what effects on developed economies? 18:53
  13. Audiobrief | Self-employment back to the future 6:06
  14. Audiobrief | The European Union's trade balance: back in surplus 5:24
  15. Audiobrief | French trade deficit: France is relatively deindustrialised but investing 5:38
  16. #2 - Geopolitical uncertainty: economic consequences 21:19
  17. #1 - Geopolitical uncertainty: economic consequences 17:06
  18. #2 - Looking beyond the peak 13:12
  19. #1 - Central banks and their fight against inflation. Job done? 24:17
  20. #3 - National recovery plan Espana 2050: Towards a productivity recovery? 8:43
  21. #2 - Why Is Productivity Growth So Low? 7:11
  22. #1 - Productivity Spain's Achilles'Heel 7:34
  23. AudioBrief | The link between global growth and international trade 3:00
  24. #2 – Stagflation: Is it really back? 14:14
  25. #1 – Stagflation: Reminiscences of the past 6:17
  26. #3 – Killing two birds with one stone: fiscal policy to boost growth and meet climate goals 13:44
  27. #2 – Towards a lasting change in the way we produce and consume? 12:42
  28. #1 – Covid-19, lockdown and the environment 6:57
  29. #3 – Inflation, perceived inflation and expected inflation: very different things 12:36
  30. #2 – Covid-19 and the outlook for inflation in the real economy 10:42
  31. #1 – Covid-19 and the outlook for inflation: a monetary approach 6:45
  32. Following the surge in the debt/GDP ratio, what action will the governments prioritise? 9:25
  33. Ever bigger central balance sheets raise question about where is the limit 12:03
  34. Dilemma for businesses: reduce debt or invest? 8:46
  35. Covid-19, unemployment, human capital and households’ balance sheet 8:08
  36. #3 – Central banks: Addressing the policy dilemma 9:15
  37. #2 – Central banks: the trade-off between inflation and financial stability 8:25
  38. #1 – Central banks: current objectives and the issues they raise 12:45
  39. #03 – The paradox of saving: individual rationality, macroeconomic headache 5:29
  40. #02 – Negative interest rates, a blessing for shoppers, a headache for savers 13:01
  41. #01 – Negative nominal interest rates: causes 8:46
  42. #03 – Central banks, inflation targeting and financial stability 9:54
  43. #02 – A brief history of financial instability 9:38
  44. #01 – Financial (in)stability: definition, drivers 10:58
  45. #04 – Climate change: public sector 7:22
  46. #03 – Climate change and the governance of non-financial companies 7:03
  47. #02 – Climate change: household balance sheets 8:55
  48. #01 – Climate change puts balance sheets at risk 12:55
  49. #03 – Geopolitical risk and business strategy 8:06
  50. #02 – Geopolitical risk: impact on business 9:41