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All Episodes

Macro Waves — 68 episodes

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Title
1

The energy crisis versus the rise of AI: why emerging economies are holding their own

2

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

3

How can Europe attain energy sovereignty?

4

AI, a new strategic driver for emerging economies

5

Public finances in advanced economies: significant yet surmountable constraints?

6

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

7

Emerging economies — Solid growth, limited room for manoeuvre

8

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

9

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

10

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

11

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

12

Audiobrief | Self-employment back to the future

13

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

14

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

15

#2 - Geopolitical uncertainty: economic consequences

16

#1 - Geopolitical uncertainty: economic consequences

17

#2 - Looking beyond the peak

18

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

19

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

20

#2 - Why Is Productivity Growth So Low?

21

#1 - Productivity Spain's Achilles'Heel

22

AudioBrief | The link between global growth and international trade

23

#2 – Stagflation: Is it really back?

24

#1 – Stagflation: Reminiscences of the past

25

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

26

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

27

#1 – Covid-19, lockdown and the environment

28

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

29

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

30

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

31

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

32

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

33

Dilemma for businesses: reduce debt or invest?

34

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

35

#3 – Central banks: Addressing the policy dilemma

36

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

37

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

38

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

39

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

40

#01 – Negative nominal interest rates: causes

41

#03 – Central banks, inflation targeting and financial stability

42

#02 – A brief history of financial instability

43

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

44

#04 – Climate change: public sector

45

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

46

#02 – Climate change: household balance sheets

47

#01 – Climate change puts balance sheets at risk

48

#03 – Geopolitical risk and business strategy

49

#02 – Geopolitical risk: impact on business

50

#01 – Geopolitical risk: definition

51

#03 - Inflation targeting: which future?

52

#02 - Inflation targeting: experience and assessment

53

#01 - Inflation targeting: origins and rationale

54

#03 - Where climate change and inclusive growth meet

55

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

56

#01 - Inclusive Growth: Why is it an issue

57

#03 - Market psychology during economic downturns

58

#02 - Slowdowns, households, companies and banks

59

#01 - Why recessions trigger fears

60

#03 - Globalization tomorrow: the inclusion challenge

61

#02 - Globalization today: from multi to bilateralism

62

#01 - Globalization: an historical perspective

63

#03 - Green Finance: how to influence behaviors?

64

#02 - Green Finance: 3 growth scenarios

65

#01 - Green Finance: origins and perspectives

66

#03 - The new frontier

67

#02 - Back to normal

68

#01 - The only game in town