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All Episodes

Macro Waves — 67 episodes

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Title
1

Conflict in the Middle East: analysis of the consequences for advanced economie

2

How can Europe attain energy sovereignty?

3

AI, a new strategic driver for emerging economies

4

Public finances in advanced economies: significant yet surmountable constraints?

5

In 2026: Consumption to rebound in the Eurozone and to modaterate in the US?

6

Emerging economies — Solid growth, limited room for manoeuvre

7

International trade: after the US tariff offensive, an ever more multipolar world

8

Global Economy: Issues to watch in the second half of 2025

9

What are the effects of US tariff policy on global trade and emerging economies?

10

In the turmoil of US tariffs: what effects on developed economies?

11

Audiobrief | Self-employment back to the future

12

Audiobrief | The European Union's trade balance: back in surplus

13

Audiobrief | French trade deficit: France is relatively deindustrialised but investing

14

#2 - Geopolitical uncertainty: economic consequences

15

#1 - Geopolitical uncertainty: economic consequences

16

#2 - Looking beyond the peak

17

#1 - Central banks and their fight against inflation. Job done?

18

#3 - National recovery plan Espana 2050: Towards a productivity recovery?

19

#2 - Why Is Productivity Growth So Low?

20

#1 - Productivity Spain's Achilles'Heel

21

AudioBrief | The link between global growth and international trade

22

#2 – Stagflation: Is it really back?

23

#1 – Stagflation: Reminiscences of the past

24

#3 – Killing two birds with one stone: fiscal policy to boost growth and meet climate goals

25

#2 – Towards a lasting change in the way we produce and consume?

26

#1 – Covid-19, lockdown and the environment

27

#3 – Inflation, perceived inflation and expected inflation: very different things

28

#2 – Covid-19 and the outlook for inflation in the real economy

29

#1 – Covid-19 and the outlook for inflation: a monetary approach

30

Following the surge in the debt/GDP ratio, what action will the governments prioritise?

31

Ever bigger central balance sheets raise question about where is the limit

32

Dilemma for businesses: reduce debt or invest?

33

Covid-19, unemployment, human capital and households’ balance sheet

34

#3 – Central banks: Addressing the policy dilemma

35

#2 – Central banks: the trade-off between inflation and financial stability

36

#1 – Central banks: current objectives and the issues they raise

37

#03 – The paradox of saving: individual rationality, macroeconomic headache

38

#02 – Negative interest rates, a blessing for shoppers, a headache for savers

39

#01 – Negative nominal interest rates: causes

40

#03 – Central banks, inflation targeting and financial stability

41

#02 – A brief history of financial instability

42

#01 – Financial (in)stability: definition, drivers

43

#04 – Climate change: public sector

44

#03 – Climate change and the governance of non-financial companies

45

#02 – Climate change: household balance sheets

46

#01 – Climate change puts balance sheets at risk

47

#03 – Geopolitical risk and business strategy

48

#02 – Geopolitical risk: impact on business

49

#01 – Geopolitical risk: definition

50

#03 - Inflation targeting: which future?

51

#02 - Inflation targeting: experience and assessment

52

#01 - Inflation targeting: origins and rationale

53

#03 - Where climate change and inclusive growth meet

54

#02 - Inclusive Growth: The challenge at the country level

55

#01 - Inclusive Growth: Why is it an issue

56

#03 - Market psychology during economic downturns

57

#02 - Slowdowns, households, companies and banks

58

#01 - Why recessions trigger fears

59

#03 - Globalization tomorrow: the inclusion challenge

60

#02 - Globalization today: from multi to bilateralism

61

#01 - Globalization: an historical perspective

62

#03 - Green Finance: how to influence behaviors?

63

#02 - Green Finance: 3 growth scenarios

64

#01 - Green Finance: origins and perspectives

65

#03 - The new frontier

66

#02 - Back to normal

67

#01 - The only game in town