The Sound of Finance https://podcast.ausha.co/soundoffinance Welcome to The Sound of Finance, an AXA IM podcast hosted by Gilles Moëc Hosted on Ausha. See ausha.co/privacy-policy for more information. en AXA IM Wed, 29 Apr 2026 23:21:40 +0000 Wed, 29 Apr 2026 23:21:40 +0000 feeds@ausha.co (Ausha) Ausha (https://www.ausha.co) fr AXA IM GOOM ggicquel@goom.com Welcome to The Sound of Finance, an AXA IM podcast hosted by Gilles Moëc Hosted on Ausha. See ausha.co/privacy-policy for more information. false no no yes episodic The sound of the economic world AXA IM ggicquel@goom.com Welcome to The Sound of Finance, an AXA IM podcast hosted by Gilles Moëc Hosted on Ausha. See ausha.co/privacy-policy for more information. false Support us! Business News https://image.ausha.co/L8QBJWpeXKJ2OBXIwI8MkKRljiq9hYPBDWm0ikY3_1400x1400.jpeg?t=1721659579 The Sound of Finance https://podcast.ausha.co/soundoffinance Draghi vs Trump ? fadf5fd52718df7775e5613e21abff86b620150c While the European short-term outlook does not look very promising, the same can be said about the long-term prospect according to the Draghi report released last week.

Gilles Moëc, AXA Group Chief Economist and AXA IM Head of Research, has braved the 400 pages of compact macro that go with it and opens, at the end, a window on what is happening on the other side of the Atlantic with the precious contribution from Matt Pacifico, Head of US Investment Grade Research at AXA Investment Managers.

Recorded on 16 september 2024

An AXA IM podcast

Produced by Goom

Music performed by Needmospace

Musical sample : (Don't Fear) The Reaper, Blue Oyster Cult

******************************************************************************

This marketing communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision.

It has been established on the basis of data, projections, forecasts, anticipations and hypothesis which are subjective. Its analysis and conclusions are the expression of an opinion, based on available data at a specific date. All information in this document is established on data made public by official providers of economic and market statistics. AXA Investment Managers disclaims any and all liability relating to a decision based on or for reliance on this document. All exhibits included in this document, unless stated otherwise, are as of the publication date of this document.

Furthermore, due to the subjective nature of these opinions and analysis, these data, projections, forecasts, anticipations, hypothesis, etc. are not necessary used or followed by AXA IM’s portfolio management teams or its affiliates, who may act based on their own opinions. Any reproduction of this information, in whole or in part is, unless otherwise authorised by AXA IM, prohibited.

Past performance is not a guide to current or future performance, and any performance or return data displayed does not take into account commissions and costs incurred when issuing or redeeming units. References to league tables and awards are not an indicator of future performance or places in league tables or awards and should not be construed as an endorsement of any AXA IM company or their products or services. Please refer to the websites of the sponsors/issuers for information regarding the criteria on which the awards/ratings are based. The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested. Exchange-rate fluctuations may also affect the value of their investment.  Due to this and the initial charge that is usually made, an investment is not usually suitable as a short term holding.

Issued in the UK by AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales No: 01431068. Registered Office: 22 Bishopsgate London EC2N 4BQ. In other jurisdictions, this document is issued by AXA Investment Managers SA’s affiliates in those countries.

Hosted by Ausha. See ausha.co/privacy-policy for more information.


Hosted on Ausha. See ausha.co/privacy-policy for more information.

]]> While the European short-term outlook does not look very promising, the same can be said about the long-term prospect according to the Draghi report released last week.

Gilles Moëc, AXA Group Chief Economist and AXA IM Head of Research, has braved the 400 pages of compact macro that go with it and opens, at the end, a window on what is happening on the other side of the Atlantic with the precious contribution from Matt Pacifico, Head of US Investment Grade Research at AXA Investment Managers.

Recorded on 16 september 2024

An AXA IM podcast

Produced by Goom

Music performed by Needmospace

Musical sample : (Don't Fear) The Reaper, Blue Oyster Cult

******************************************************************************

This marketing communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision.

It has been established on the basis of data, projections, forecasts, anticipations and hypothesis which are subjective. Its analysis and conclusions are the expression of an opinion, based on available data at a specific date. All information in this document is established on data made public by official providers of economic and market statistics. AXA Investment Managers disclaims any and all liability relating to a decision based on or for reliance on this document. All exhibits included in this document, unless stated otherwise, are as of the publication date of this document.

Furthermore, due to the subjective nature of these opinions and analysis, these data, projections, forecasts, anticipations, hypothesis, etc. are not necessary used or followed by AXA IM’s portfolio management teams or its affiliates, who may act based on their own opinions. Any reproduction of this information, in whole or in part is, unless otherwise authorised by AXA IM, prohibited.

Past performance is not a guide to current or future performance, and any performance or return data displayed does not take into account commissions and costs incurred when issuing or redeeming units. References to league tables and awards are not an indicator of future performance or places in league tables or awards and should not be construed as an endorsement of any AXA IM company or their products or services. Please refer to the websites of the sponsors/issuers for information regarding the criteria on which the awards/ratings are based. The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested. Exchange-rate fluctuations may also affect the value of their investment.  Due to this and the initial charge that is usually made, an investment is not usually suitable as a short term holding.

Issued in the UK by AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales No: 01431068. Registered Office: 22 Bishopsgate London EC2N 4BQ. In other jurisdictions, this document is issued by AXA Investment Managers SA’s affiliates in those countries.

Hosted by Ausha. See ausha.co/privacy-policy for more information.


Hosted on Ausha. See ausha.co/privacy-policy for more information.

]]> Tue, 17 Sep 2024 13:32:35 +0000 https://podcast.ausha.co/soundoffinance/draghivstrump AXA IM false business,finance,economy,investing,markets,policy,Monetary 20:20 full 2 2 3 3 While the European short-term outlook does not look very promising, the same can be said about the long-term prospect according to the Draghi report released last week. Gilles Moëc (https://www.linkedin.com/in/gilles-moec-3b9b305/), AXA Group Chief E... AXA IM false Electoral outcomes, and a way forward for France 3195c55c995eb63f6679bc3be2b0fdf83220b065 In those uncertain times for France, we put our faith in two things: the Constitution and arithmetic. The combination of the two provides a good guide out of the current maze.

With a precious contribution from Gilles Guibout, Head of Equity Europe at AXA Investment Managers, who sheds light on past and likely future market reactions.

Recorded on 17 July 2024

An AXA IM podcast

Produced by Goom

Music performed by Needmospace

Musical sample : Genesis - Land of confusion

******************************************************************************

This marketing communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision.

It has been established on the basis of data, projections, forecasts, anticipations and hypothesis which are subjective. Its analysis and conclusions are the expression of an opinion, based on available data at a specific date. All information in this document is established on data made public by official providers of economic and market statistics. AXA Investment Managers disclaims any and all liability relating to a decision based on or for reliance on this document. All exhibits included in this document, unless stated otherwise, are as of the publication date of this document.

Furthermore, due to the subjective nature of these opinions and analysis, these data, projections, forecasts, anticipations, hypothesis, etc. are not necessary used or followed by AXA IM’s portfolio management teams or its affiliates, who may act based on their own opinions. Any reproduction of this information, in whole or in part is, unless otherwise authorised by AXA IM, prohibited.

Past performance is not a guide to current or future performance, and any performance or return data displayed does not take into account commissions and costs incurred when issuing or redeeming units. References to league tables and awards are not an indicator of future performance or places in league tables or awards and should not be construed as an endorsement of any AXA IM company or their products or services. Please refer to the websites of the sponsors/issuers for information regarding the criteria on which the awards/ratings are based. The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested. Exchange-rate fluctuations may also affect the value of their investment.  Due to this and the initial charge that is usually made, an investment is not usually suitable as a short term holding.

Issued in the UK by AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales No: 01431068. Registered Office: 22 Bishopsgate London EC2N 4BQ. In other jurisdictions, this document is issued by AXA Investment Managers SA’s affiliates in those countries.


Hosted on Ausha. See ausha.co/privacy-policy for more information.

]]> In those uncertain times for France, we put our faith in two things: the Constitution and arithmetic. The combination of the two provides a good guide out of the current maze.

With a precious contribution from Gilles Guibout, Head of Equity Europe at AXA Investment Managers, who sheds light on past and likely future market reactions.

Recorded on 17 July 2024

An AXA IM podcast

Produced by Goom

Music performed by Needmospace

Musical sample : Genesis - Land of confusion

******************************************************************************

This marketing communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision.

It has been established on the basis of data, projections, forecasts, anticipations and hypothesis which are subjective. Its analysis and conclusions are the expression of an opinion, based on available data at a specific date. All information in this document is established on data made public by official providers of economic and market statistics. AXA Investment Managers disclaims any and all liability relating to a decision based on or for reliance on this document. All exhibits included in this document, unless stated otherwise, are as of the publication date of this document.

Furthermore, due to the subjective nature of these opinions and analysis, these data, projections, forecasts, anticipations, hypothesis, etc. are not necessary used or followed by AXA IM’s portfolio management teams or its affiliates, who may act based on their own opinions. Any reproduction of this information, in whole or in part is, unless otherwise authorised by AXA IM, prohibited.

Past performance is not a guide to current or future performance, and any performance or return data displayed does not take into account commissions and costs incurred when issuing or redeeming units. References to league tables and awards are not an indicator of future performance or places in league tables or awards and should not be construed as an endorsement of any AXA IM company or their products or services. Please refer to the websites of the sponsors/issuers for information regarding the criteria on which the awards/ratings are based. The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested. Exchange-rate fluctuations may also affect the value of their investment.  Due to this and the initial charge that is usually made, an investment is not usually suitable as a short term holding.

Issued in the UK by AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales No: 01431068. Registered Office: 22 Bishopsgate London EC2N 4BQ. In other jurisdictions, this document is issued by AXA Investment Managers SA’s affiliates in those countries.


Hosted on Ausha. See ausha.co/privacy-policy for more information.

]]> Wed, 17 Jul 2024 10:44:08 +0000 https://podcast.ausha.co/soundoffinance/20 AXA IM false business,finance,economy,investing,markets,policy,Monetary 21:10 full 2 2 2 2 In those uncertain times for France, we put our faith in two things: the Constitution and arithmetic. The combination of the two provides a good guide out of the current maze.With a precious contribution from Gilles Guibout (https://www.linkedin.com/in... AXA IM false Elections, protectionism & China-India divergence f5589cd0c858ff818d098bb4586f2c46e0be046f The European political agenda resumes after the interlude of the electoral campaign, and it is unquestionably marked by another campaign, that of the snap general elections in France. The prospect of a populist victory would make the EU Commission’s approach to trade with China even more delicate, as the results of the anti-subsidy investigation into imports of Chinese EVs came up. We will benefit from Irina Topa-Serry's insights into the position of China and its neighbour India, which is climbing the global economic ladder at a breathtaking pace.

Recorded on 17 June 2024

An AXA IM podcast

Produced by Goom

Music performed by Needmospace


******************************************************************************


This marketing communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision.

It has been established on the basis of data, projections, forecasts, anticipations and hypothesis which are subjective. Its analysis and conclusions are the expression of an opinion, based on available data at a specific date. All information in this document is established on data made public by official providers of economic and market statistics. AXA Investment Managers disclaims any and all liability relating to a decision based on or for reliance on this document. All exhibits included in this document, unless stated otherwise, are as of the publication date of this document.

Furthermore, due to the subjective nature of these opinions and analysis, these data, projections, forecasts, anticipations, hypothesis, etc. are not necessary used or followed by AXA IM’s portfolio management teams or its affiliates, who may act based on their own opinions. Any reproduction of this information, in whole or in part is, unless otherwise authorised by AXA IM, prohibited.

Past performance is not a guide to current or future performance, and any performance or return data displayed does not take into account commissions and costs incurred when issuing or redeeming units. References to league tables and awards are not an indicator of future performance or places in league tables or awards and should not be construed as an endorsement of any AXA IM company or their products or services. Please refer to the websites of the sponsors/issuers for information regarding the criteria on which the awards/ratings are based. The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested. Exchange-rate fluctuations may also affect the value of their investment.  Due to this and the initial charge that is usually made, an investment is not usually suitable as a short term holding.

Issued in the UK by AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales No: 01431068. Registered Office: 22 Bishopsgate London EC2N 4BQ. In other jurisdictions, this document is issued by AXA Investment Managers SA’s affiliates in those countries.


Hosted on Ausha. See ausha.co/privacy-policy for more information.

]]> The European political agenda resumes after the interlude of the electoral campaign, and it is unquestionably marked by another campaign, that of the snap general elections in France. The prospect of a populist victory would make the EU Commission’s approach to trade with China even more delicate, as the results of the anti-subsidy investigation into imports of Chinese EVs came up. We will benefit from Irina Topa-Serry's insights into the position of China and its neighbour India, which is climbing the global economic ladder at a breathtaking pace.

Recorded on 17 June 2024

An AXA IM podcast

Produced by Goom

Music performed by Needmospace


******************************************************************************


This marketing communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision.

It has been established on the basis of data, projections, forecasts, anticipations and hypothesis which are subjective. Its analysis and conclusions are the expression of an opinion, based on available data at a specific date. All information in this document is established on data made public by official providers of economic and market statistics. AXA Investment Managers disclaims any and all liability relating to a decision based on or for reliance on this document. All exhibits included in this document, unless stated otherwise, are as of the publication date of this document.

Furthermore, due to the subjective nature of these opinions and analysis, these data, projections, forecasts, anticipations, hypothesis, etc. are not necessary used or followed by AXA IM’s portfolio management teams or its affiliates, who may act based on their own opinions. Any reproduction of this information, in whole or in part is, unless otherwise authorised by AXA IM, prohibited.

Past performance is not a guide to current or future performance, and any performance or return data displayed does not take into account commissions and costs incurred when issuing or redeeming units. References to league tables and awards are not an indicator of future performance or places in league tables or awards and should not be construed as an endorsement of any AXA IM company or their products or services. Please refer to the websites of the sponsors/issuers for information regarding the criteria on which the awards/ratings are based. The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested. Exchange-rate fluctuations may also affect the value of their investment.  Due to this and the initial charge that is usually made, an investment is not usually suitable as a short term holding.

Issued in the UK by AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales No: 01431068. Registered Office: 22 Bishopsgate London EC2N 4BQ. In other jurisdictions, this document is issued by AXA Investment Managers SA’s affiliates in those countries.


Hosted on Ausha. See ausha.co/privacy-policy for more information.

]]> Fri, 21 Jun 2024 12:50:39 +0000 https://podcast.ausha.co/soundoffinance/19 AXA IM false business,finance,economy,investing,markets,policy,Monetary 20:47 full 2 2 1 1 The European political agenda resumes after the interlude of the electoral campaign, and it is unquestionably marked by another campaign, that of the snap general elections in France. The prospect of a populist victory would make the EU Commission’s ap... AXA IM false #18 - German federal elections: the wind of change? With Evelyn Herrmann (Bank of America)... and Scorpions of course) c75a2693d26fc530150f3d7d23505d51c312d165 As the Merkel era is drawing to a close, we take the occasion of the federal elections on September 26th to take a good look at three macroeconomic challenges facing Germany and the ramifications for the rest of Europe : Deglobalisation risk, the European economic integration process and Green transition

If you enjoy listening to Alphaville and Scorpions, you will also enjoy this podcast.

Guest: Evelyn Herrmann, Bank of America

Recommendation: Series of podcasts "Germany: Memories of a Nation", by Neil MacGregor (director of the British Museum)

For BBC Radio 4 link https://www.bbc.co.uk/programmes/b04dwbwz/episodes/downloads

Credits: Alphaville - "Forever Young" / Scorpions - "Wind of Change"

All the other podcasts: https://www.axa-im.com/macrocast

Recorded on September 9th, produced by AXA IM


Hosted on Ausha. See ausha.co/privacy-policy for more information.

]]> As the Merkel era is drawing to a close, we take the occasion of the federal elections on September 26th to take a good look at three macroeconomic challenges facing Germany and the ramifications for the rest of Europe : Deglobalisation risk, the European economic integration process and Green transition

If you enjoy listening to Alphaville and Scorpions, you will also enjoy this podcast.

Guest: Evelyn Herrmann, Bank of America

Recommendation: Series of podcasts "Germany: Memories of a Nation", by Neil MacGregor (director of the British Museum)

For BBC Radio 4 link https://www.bbc.co.uk/programmes/b04dwbwz/episodes/downloads

Credits: Alphaville - "Forever Young" / Scorpions - "Wind of Change"

All the other podcasts: https://www.axa-im.com/macrocast

Recorded on September 9th, produced by AXA IM


Hosted on Ausha. See ausha.co/privacy-policy for more information.

]]> Fri, 10 Sep 2021 16:11:29 +0000 https://podcast.ausha.co/soundoffinance/18 AXA IM false 38:03 full 1 1 18 18 As the Merkel era is drawing to a close, we take the occasion of the federal elections on September 26th to take a good look at three macroeconomic challenges facing Germany and the ramifications for the rest of Europe : Deglobalisation risk, the Europ... AXA IM false #17 - With Jean Pisani-Ferry... and a few notes of Fleetwood Mac 7ad276f05bbdbc9f9a6076fca534e9cdb156b9e5 As we relaunch macrocast after a hiatus of a few months and in conversational format, I was looking for someone who would help us to think through the noise and guide us in this post COVID world. I immediately thought of Jean Pisani-Ferry, who enlightens us with his wisdom and optimism. You will hear him in this podcast. Then I thought of Fleetwood Mac, in an equally hopeful but more musical vein. You'll hear them too.

Guest : Jean Pisani-Ferry (https://twitter.com/pisaniferry)

Recommendations : 

- Jean Pisani-Ferry : "Political Cleavages and Social Inequalities", Amory Gethin/Clara Martinez-Toledano/Thomas Piketty

- Gilles Moëc : "The Price of Nostalgia, America’s Self-Defeating Economic Retreat", Adam S. Posen

Credits : Fleetwood Mac - "Don't stop"

Macrocast weekly newsletter : https://www.axa-im.com/insights?p_r_p_categoryId=12673554

Recorded on June 8th, produced by Axa IM


Hosted on Ausha. See ausha.co/privacy-policy for more information.

]]> As we relaunch macrocast after a hiatus of a few months and in conversational format, I was looking for someone who would help us to think through the noise and guide us in this post COVID world. I immediately thought of Jean Pisani-Ferry, who enlightens us with his wisdom and optimism. You will hear him in this podcast. Then I thought of Fleetwood Mac, in an equally hopeful but more musical vein. You'll hear them too.

Guest : Jean Pisani-Ferry (https://twitter.com/pisaniferry)

Recommendations : 

- Jean Pisani-Ferry : "Political Cleavages and Social Inequalities", Amory Gethin/Clara Martinez-Toledano/Thomas Piketty

- Gilles Moëc : "The Price of Nostalgia, America’s Self-Defeating Economic Retreat", Adam S. Posen

Credits : Fleetwood Mac - "Don't stop"

Macrocast weekly newsletter : https://www.axa-im.com/insights?p_r_p_categoryId=12673554

Recorded on June 8th, produced by Axa IM


Hosted on Ausha. See ausha.co/privacy-policy for more information.

]]> Wed, 23 Jun 2021 12:18:52 +0000 https://podcast.ausha.co/soundoffinance/17 AXA IM false 34:37 full 1 1 17 17 As we relaunch macrocast after a hiatus of a few months and in conversational format, I was looking for someone who would help us to think through the noise and guide us in this post COVID world. I immediately thought of Jean Pisani-Ferry, who enlighte... AXA IM false #16 - Fiscal Forward Guidance Needed bb10557d8e7f276b49940ee638ab4789b2925697 If Gilles Moëc does not always shine by his optimism, for this last podcast of the season he dares a duet with Mr Blue Sky (ELO). Believe it or not, there is talk of a "forward guidance" that could provide economic agents with an explicit – albeit flexible – sequence for the fiscal stance across the next three to five years, leading to a solid and sustainable recovery.

Credits

Olivier Blanchard's paper from January 2013 : https://www.imf.org/external/pubs/ft/wp/2013/wp1301.pdf

"Mr Blue Sky", ELO

Macrocasta Newsletter : https://www.axa-im.com/content/-/asset_publisher/alpeXKk1gk2N/content/macrocast-fiscal-forward-guidance-needed/23818

Recorded on July 13th, produced by Axa


Hosted on Ausha. See ausha.co/privacy-policy for more information.

]]> If Gilles Moëc does not always shine by his optimism, for this last podcast of the season he dares a duet with Mr Blue Sky (ELO). Believe it or not, there is talk of a "forward guidance" that could provide economic agents with an explicit – albeit flexible – sequence for the fiscal stance across the next three to five years, leading to a solid and sustainable recovery.

Credits

Olivier Blanchard's paper from January 2013 : https://www.imf.org/external/pubs/ft/wp/2013/wp1301.pdf

"Mr Blue Sky", ELO

Macrocasta Newsletter : https://www.axa-im.com/content/-/asset_publisher/alpeXKk1gk2N/content/macrocast-fiscal-forward-guidance-needed/23818

Recorded on July 13th, produced by Axa


Hosted on Ausha. See ausha.co/privacy-policy for more information.

]]> Mon, 13 Jul 2020 12:54:51 +0000 https://podcast.ausha.co/soundoffinance/16 AXA IM false 13:15 full 1 1 16 16 If Gilles Moëc does not always shine by his optimism, for this last podcast of the season he dares a duet with Mr Blue Sky (ELO). Believe it or not, there is talk of a "forward guidance" that could provide economic agents with an explicit – albeit flex... AXA IM false #15 - US Policy-makers looking for Plan B 7e70c5ca8ab68d96a32bfd596b34c6431e60403f We don't know if David Bowie was a Democrat, but he is with Gilles Moëc today to talk about the Health and Economic Recovery Omnibus Emergency Solutions" Act (HEROES). But is pumping up more pent-up demand a long term solution? On the monetary policy side, the Fed seem to be thinking hard about yield control.

Newsletter : https://www.axa-im.com/content/-/asset_publisher/alpeXKk1gk2N/content/macrocast-us-policy-makers-looking-for-a-plan-b/23818

Credits : David Bowie "Heroes"

Recorded on July 6th, produced by Axa


Hosted on Ausha. See ausha.co/privacy-policy for more information.

]]> We don't know if David Bowie was a Democrat, but he is with Gilles Moëc today to talk about the Health and Economic Recovery Omnibus Emergency Solutions" Act (HEROES). But is pumping up more pent-up demand a long term solution? On the monetary policy side, the Fed seem to be thinking hard about yield control.

Newsletter : https://www.axa-im.com/content/-/asset_publisher/alpeXKk1gk2N/content/macrocast-us-policy-makers-looking-for-a-plan-b/23818

Credits : David Bowie "Heroes"

Recorded on July 6th, produced by Axa


Hosted on Ausha. See ausha.co/privacy-policy for more information.

]]> Mon, 06 Jul 2020 14:18:28 +0000 https://podcast.ausha.co/soundoffinance/15 AXA IM false 11:57 full 1 1 15 15 We don't know if David Bowie was a Democrat, but he is with Gilles Moëc today to talk about the Health and Economic Recovery Omnibus Emergency Solutions" Act (HEROES). But is pumping up more pent-up demand a long term solution? On the monetary policy s... AXA IM false #14 - Job Protection & Demand Management ca5dab751985ad3af02fa7297fc46015d5bfe8f6 Only a strong political stimulus seems to be able to shift from general emergency support to long-term demand management. With this in mind, the debate on how best to protect jobs will be key. To tackle this thorny issue, Gilles Moëc is supported this week by the eternal Bee Gees, who are as determined as ever to stay alive.

Newsletter : https://www.axa-im.com/content/-/asset_publisher/alpeXKk1gk2N/content/macrocast-job-protection-and-demand-management/23818

Crédits : The Bee Gees "Stayin' Alive"

Recorded on June 29th, produced by Axa


Hosted on Ausha. See ausha.co/privacy-policy for more information.

]]> Only a strong political stimulus seems to be able to shift from general emergency support to long-term demand management. With this in mind, the debate on how best to protect jobs will be key. To tackle this thorny issue, Gilles Moëc is supported this week by the eternal Bee Gees, who are as determined as ever to stay alive.

Newsletter : https://www.axa-im.com/content/-/asset_publisher/alpeXKk1gk2N/content/macrocast-job-protection-and-demand-management/23818

Crédits : The Bee Gees "Stayin' Alive"

Recorded on June 29th, produced by Axa


Hosted on Ausha. See ausha.co/privacy-policy for more information.

]]> Mon, 29 Jun 2020 16:39:08 +0000 https://podcast.ausha.co/soundoffinance/14 AXA IM false 12:28 full 1 1 14 14 Only a strong political stimulus seems to be able to shift from general emergency support to long-term demand management. With this in mind, the debate on how best to protect jobs will be key. To tackle this thorny issue, Gilles Moëc is supported this... AXA IM false #13 - Credit Guarantee Feedback Loop 731b76c278994a44236b5c267039e1966028a5d5 The success of the new TLTRO shows that pledging the governments’ balance sheet was certainly the right thing to do in the emergency, nevertheless the medium-term consequences of those guarantees need to be explored. Fortunately we will not be alone in this questioning. There was Genesis of course, always willing to "share his peace", but there was especially Apolline Menut. Good listening.

Newsletter : https://www.axa-im.com/content/-/asset_publisher/alpeXKk1gk2N/content/macrocast-51-credit-guarantee-feedback-loop/23818
Credits : Genesis, "Supper's ready"
Recorded on June 22nd, produced by Axa


Hosted on Ausha. See ausha.co/privacy-policy for more information.

]]> The success of the new TLTRO shows that pledging the governments’ balance sheet was certainly the right thing to do in the emergency, nevertheless the medium-term consequences of those guarantees need to be explored. Fortunately we will not be alone in this questioning. There was Genesis of course, always willing to "share his peace", but there was especially Apolline Menut. Good listening.

Newsletter : https://www.axa-im.com/content/-/asset_publisher/alpeXKk1gk2N/content/macrocast-51-credit-guarantee-feedback-loop/23818
Credits : Genesis, "Supper's ready"
Recorded on June 22nd, produced by Axa


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]]> Mon, 22 Jun 2020 15:09:29 +0000 https://podcast.ausha.co/soundoffinance/13 AXA IM false 15:34 full 1 1 13 13 The success of the new TLTRO shows that pledging the governments’ balance sheet was certainly the right thing to do in the emergency, nevertheless the medium-term consequences of those guarantees need to be explored. Fortunately we will not be alone in... AXA IM false #12 - Warning shot 54093debc0d282a3a3619f31dfe310a414f4d11f To talk about money supply growth, Gilles Moëc once again invokes the 1970s. But this week music shares the top billing with Milton Friedman. And ABBA can shout it 3 times in a row, Milton knows what he's talking about when it comes to MONEY.
Newsletter : https://www.axa-im.com/content/-/asset_publisher/alpeXKk1gk2N/content/macrocast-warning-shot/23818
Crédits : ABBA, "Money Money Money", Milton Friedman Speaks: Money and Inflation
Recorded on June 15th, produced by Axa


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]]> To talk about money supply growth, Gilles Moëc once again invokes the 1970s. But this week music shares the top billing with Milton Friedman. And ABBA can shout it 3 times in a row, Milton knows what he's talking about when it comes to MONEY.
Newsletter : https://www.axa-im.com/content/-/asset_publisher/alpeXKk1gk2N/content/macrocast-warning-shot/23818
Crédits : ABBA, "Money Money Money", Milton Friedman Speaks: Money and Inflation
Recorded on June 15th, produced by Axa


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]]> Mon, 15 Jun 2020 16:09:59 +0000 https://podcast.ausha.co/soundoffinance/12 AXA IM false 18:16 full 1 1 12 12 To talk about money supply growth, Gilles Moëc once again invokes the 1970s. But this week music shares the top billing with Milton Friedman. And ABBA can shout it 3 times in a row, Milton knows what he's talking about when it comes to MONEY.Newsletter... AXA IM false #11 - Beyond the mechanical rebound e9ae9a0968d5b9b5a6a344d09e94188e7bdb1dee Jim Cramer is so excited about the recent U.S. dataflow that one of Bob Marley's is not too much to bring the tension down, even though there's still "So much trouble in the world'.
Newsletter : https://www.axa-im.com/content/-/asset_publisher/alpeXKk1gk2N/content/macrocast-beyond-the-mechanical-rebound/23818
Crédits : Bob Marley & the Wailers "So much trouble in the world", Jim Cramer CNBC
Recorded on June 8th, produced by Axa


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]]> Jim Cramer is so excited about the recent U.S. dataflow that one of Bob Marley's is not too much to bring the tension down, even though there's still "So much trouble in the world'.
Newsletter : https://www.axa-im.com/content/-/asset_publisher/alpeXKk1gk2N/content/macrocast-beyond-the-mechanical-rebound/23818
Crédits : Bob Marley & the Wailers "So much trouble in the world", Jim Cramer CNBC
Recorded on June 8th, produced by Axa


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]]> Mon, 08 Jun 2020 15:10:21 +0000 https://podcast.ausha.co/soundoffinance/11 AXA IM false 14:31 full 1 1 11 11 Jim Cramer is so excited about the recent U.S. dataflow that one of Bob Marley's is not too much to bring the tension down, even though there's still "So much trouble in the world'.Newsletter : https://www.axa-im.com/content/-/asset_publisher/alpeXKk1g... AXA IM false #10 - Define "big" 2aaa8ccd80de2f06db9155ab69c6bb8baaefba9c When there is good news in Europe, and the "Next Generation" package is undoubtedly one, Gilles Moëc leaves it to Apolline Menut (Eurozone Economist at AXA IM) to announce it to you. To encourage the movement, John Lennon and Queen won't go amiss.

Newsletter : https://www.axa-im.com/content/-/asset_publisher/alpeXKk1gk2N/content/macrocast-define-big-/23818

Crédits : John Lennon "Stand by me", Queen "Don't stop be now"

Recorded on June 1st, produced by Axa


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]]> When there is good news in Europe, and the "Next Generation" package is undoubtedly one, Gilles Moëc leaves it to Apolline Menut (Eurozone Economist at AXA IM) to announce it to you. To encourage the movement, John Lennon and Queen won't go amiss.

Newsletter : https://www.axa-im.com/content/-/asset_publisher/alpeXKk1gk2N/content/macrocast-define-big-/23818

Crédits : John Lennon "Stand by me", Queen "Don't stop be now"

Recorded on June 1st, produced by Axa


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]]> Mon, 01 Jun 2020 14:48:44 +0000 https://podcast.ausha.co/soundoffinance/10 AXA IM false 19:09 full 1 1 10 10 When there is good news in Europe, and the "Next Generation" package is undoubtedly one, Gilles Moëc leaves it to Apolline Menut (Eurozone Economist at AXA IM) to announce it to you. To encourage the movement, John Lennon and Queen won't go amiss. News... AXA IM false #09 - The Long and Winding Road 2472452d06f34c268d9093f0d1b2707e46c65e13 The Franco-German "Recovery Fund" proposal is a ray of light for the post-pandemic global economy, but it's already facing opposition that could spread in the next weeks. In the Us, the negative rate debate at the Fed is rising. Fortunately, the '70s are still with us to set the economy to music.

Newsletter : https://www.axa-im.com/content/-/asset_publisher/alpeXKk1gk2N/content/macrocast-hamilton-has-not-sung-yet/23818

Crédits : Supertramp "If everyone was listening", Yes "Close to the Edge"

Recorded on May 25th, produced by Axa


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]]> The Franco-German "Recovery Fund" proposal is a ray of light for the post-pandemic global economy, but it's already facing opposition that could spread in the next weeks. In the Us, the negative rate debate at the Fed is rising. Fortunately, the '70s are still with us to set the economy to music.

Newsletter : https://www.axa-im.com/content/-/asset_publisher/alpeXKk1gk2N/content/macrocast-hamilton-has-not-sung-yet/23818

Crédits : Supertramp "If everyone was listening", Yes "Close to the Edge"

Recorded on May 25th, produced by Axa


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]]> Mon, 25 May 2020 19:19:18 +0000 https://podcast.ausha.co/soundoffinance/09 AXA IM false us,economy,FED,RecoveryFund 14:35 full 1 1 9 9 The Franco-German "Recovery Fund" proposal is a ray of light for the post-pandemic global economy, but it's already facing opposition that could spread in the next weeks. In the Us, the negative rate debate at the Fed is rising. Fortunately, the '70s a... AXA IM false #08 - Big figures looking smaller 362ce0924c8b10d85e090d6505ca885919c63aed While the ECB could run out of ammunition much sooner than expected, David Page (Head of Macroeconomic Research at AXA IM) comes with good news from the UK ... About the weather

Guest : David Page, Head of Macroeconomic Research (AXA IM)

Contact : https://twitter.com/MoecGilles 

Newsletter : https://www.axa-im.com/content/-/asset_publisher/alpeXKk1gk2N/content/macrocast-big-figures-looking-smaller/23818
Credits : Jackson Browne, « Running on empty », Genesis, « Dancing with the moonlit knight »

Recorded on May 18th, produced by Axa


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]]> While the ECB could run out of ammunition much sooner than expected, David Page (Head of Macroeconomic Research at AXA IM) comes with good news from the UK ... About the weather

Guest : David Page, Head of Macroeconomic Research (AXA IM)

Contact : https://twitter.com/MoecGilles 

Newsletter : https://www.axa-im.com/content/-/asset_publisher/alpeXKk1gk2N/content/macrocast-big-figures-looking-smaller/23818
Credits : Jackson Browne, « Running on empty », Genesis, « Dancing with the moonlit knight »

Recorded on May 18th, produced by Axa


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]]> Mon, 18 May 2020 15:18:35 +0000 https://podcast.ausha.co/soundoffinance/08-big-figures-looking-smaller AXA IM false uk,economy,ECB 19:16 full 1 1 8 8 While the ECB could run out of ammunition much sooner than expected, David Page (Head of Macroeconomic Research at AXA IM) comes with good news from the UK ... About the weather Guest : David Page, Head of Macroeconomic Research (AXA IM) Contact : http... AXA IM false #07 - Principles Matter 4587d8efa324d0114d72ab4e25532ec0284b8cd6 The tension is rising in the UE after the GCC's ruling, as a matter of fact The Clash is (are) not far off. Further to the east, while the rebound began in March, it already appears to be fading. Aidan Yao will give us the stakes in the coming weeks for the Chinese Politburo

Invitée : Aidan Yao, Senior China/Asia Economist (AXA IM)

Newsletter : https://www.axa-im.com/content/-/asset_publisher/alpeXKk1gk2N/content/macrocast-principle-matter/23818

Crédits : The Clash "I fought the Law"

Recorded on May 11th, produced by Axa


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]]> The tension is rising in the UE after the GCC's ruling, as a matter of fact The Clash is (are) not far off. Further to the east, while the rebound began in March, it already appears to be fading. Aidan Yao will give us the stakes in the coming weeks for the Chinese Politburo

Invitée : Aidan Yao, Senior China/Asia Economist (AXA IM)

Newsletter : https://www.axa-im.com/content/-/asset_publisher/alpeXKk1gk2N/content/macrocast-principle-matter/23818

Crédits : The Clash "I fought the Law"

Recorded on May 11th, produced by Axa


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]]> Mon, 11 May 2020 14:14:27 +0000 https://podcast.ausha.co/soundoffinance/07 AXA IM false 16:17 full 1 1 7 7 The tension is rising in the UE after the GCC's ruling, as a matter of fact The Clash is (are) not far off. Further to the east, while the rebound began in March, it already appears to be fading. Aidan Yao will give us the stakes in the coming weeks fo... AXA IM false #06 The limits of the Banking Channel aef5cdaa2a7940994b51b1466c55e90b06106be0 Embark with Gilles and The Police in a time capsule in the early 50s. A podcast whose "flexibility" will undoubtedly please Christine Lagarde.

Newsletter :  https://www.axa-im.com/content/-/asset_publisher/alpeXKk1gk2N/content/macrocast-the-limits-of-the-banking-channel/23818

Crédits : Christine Lagarde (ECB press conference 04/30/2020) / The Police "We were born in the 50's

Recorded on May 4th, produced by Axa


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]]> Embark with Gilles and The Police in a time capsule in the early 50s. A podcast whose "flexibility" will undoubtedly please Christine Lagarde.

Newsletter :  https://www.axa-im.com/content/-/asset_publisher/alpeXKk1gk2N/content/macrocast-the-limits-of-the-banking-channel/23818

Crédits : Christine Lagarde (ECB press conference 04/30/2020) / The Police "We were born in the 50's

Recorded on May 4th, produced by Axa


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]]> Mon, 04 May 2020 14:11:08 +0000 https://podcast.ausha.co/soundoffinance/06 AXA IM false 16:19 full 1 1 6 6 Embark with Gilles and The Police in a time capsule in the early 50s. A podcast whose "flexibility" will undoubtedly please Christine Lagarde. Newsletter :  https://www.axa-im.com/content/-/asset_publisher/alpeXKk1gk2N/content/macrocast-the-limits-of-t... AXA IM false #05 Looking for more fire-power already bc17e6ba2a16e906e47156a197c319092fd99963 As the post-confinement trajectories of European GDPs take shape, it appears increasingly likely that what started as a symmetrical shock, affecting all EU countries at the same time, is evolving towards lasting divergences. Answers with Gilles Moëc, Apolline Menut... And Lucio Dalla.

Guest : Apolline Menut

Find the Macrocast Newsletter below :

 https://www.axa-im.com/content/-/asset_publisher/alpeXKk1gk2N/content/macrocast-looking-for-more-fire-power-already/23818

Crédits : 

Lucio Dalla, Anna e Marco, Lucio Dalla, 1979 / Emmanuel Macron (https://www.facebook.com/EmmanuelMacron/videos/277645803398665/)

Recorded on 27 April, produced by Axa


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]]> As the post-confinement trajectories of European GDPs take shape, it appears increasingly likely that what started as a symmetrical shock, affecting all EU countries at the same time, is evolving towards lasting divergences. Answers with Gilles Moëc, Apolline Menut... And Lucio Dalla.

Guest : Apolline Menut

Find the Macrocast Newsletter below :

 https://www.axa-im.com/content/-/asset_publisher/alpeXKk1gk2N/content/macrocast-looking-for-more-fire-power-already/23818

Crédits : 

Lucio Dalla, Anna e Marco, Lucio Dalla, 1979 / Emmanuel Macron (https://www.facebook.com/EmmanuelMacron/videos/277645803398665/)

Recorded on 27 April, produced by Axa


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]]> Mon, 27 Apr 2020 15:08:17 +0000 https://podcast.ausha.co/soundoffinance/05 AXA IM false EU,economy,covid-19 15:20 full 1 1 5 5 As the post-confinement trajectories of European GDPs take shape, it appears increasingly likely that what started as a symmetrical shock, affecting all EU countries at the same time, is evolving towards lasting divergences. Answers with Gilles Moëc, A... AXA IM false #04 Illusory Trade-offs 5bf1d33e69e5f5160e3f6e8f04f46387579ef73c While exits from lockdown are now on the horizon in Europe, the US are facing their addiction to oil. And what if the fight against global warming was the next victim of the pandemic? Answers from Gilles Moëc, Hugo Le Damany... And Neil Young

Guest : Hugo Le Damany

Find the Macrocast newsletter below :
https://www.axa-im.com/content/-/asset_publisher/alpeXKk1gk2N/content/illusory-trade-offs/23818

Credits : 

Robert Kaplan, Balance of power, Bloomberg Markets & Finance / Neil Young, After the Gold Rush, After the Gold Rush, 1970

Recorded on 20 April 2020 Produced by AXA


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]]> While exits from lockdown are now on the horizon in Europe, the US are facing their addiction to oil. And what if the fight against global warming was the next victim of the pandemic? Answers from Gilles Moëc, Hugo Le Damany... And Neil Young

Guest : Hugo Le Damany

Find the Macrocast newsletter below :
https://www.axa-im.com/content/-/asset_publisher/alpeXKk1gk2N/content/illusory-trade-offs/23818

Credits : 

Robert Kaplan, Balance of power, Bloomberg Markets & Finance / Neil Young, After the Gold Rush, After the Gold Rush, 1970

Recorded on 20 April 2020 Produced by AXA


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]]> Mon, 20 Apr 2020 15:28:45 +0000 https://podcast.ausha.co/soundoffinance/04 AXA IM false 14:18 full 1 1 4 4 While exits from lockdown are now on the horizon in Europe, the US are facing their addiction to oil. And what if the fight against global warming was the next victim of the pandemic? Answers from Gilles Moëc, Hugo Le Damany... And Neil Young Guest : H... AXA IM false #03 Who will pay ? 1c4ca52173604693e34c1208c0887875336774ff Did last week's Eurogroup meeting outline effective support for the most fragile member states? Beyond the EU, how are emerging markets coping with the crisis? Answers in the Macrocast, with unexpected insights straight from Abbey Road.

Guest : Irina Topa-Serry, Senior Economist at AXA IM

Find the Macrocast newsletter below :  https://www.axa-im.com/content/-/asset_publisher/alpeXKk1gk2N/content/macrocast-who-will-pay-/23818 

Credits : 

You never give me money, The Beatles (Abbey Road, 1969)

Poul M. Thomsen post : https://blogs.imf.org/2020/03/30/europes-covid-19-crisis-and-the-funds-response/

Recorded on 14 April 2020 Produced by AXA


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]]> Did last week's Eurogroup meeting outline effective support for the most fragile member states? Beyond the EU, how are emerging markets coping with the crisis? Answers in the Macrocast, with unexpected insights straight from Abbey Road.

Guest : Irina Topa-Serry, Senior Economist at AXA IM

Find the Macrocast newsletter below :  https://www.axa-im.com/content/-/asset_publisher/alpeXKk1gk2N/content/macrocast-who-will-pay-/23818 

Credits : 

You never give me money, The Beatles (Abbey Road, 1969)

Poul M. Thomsen post : https://blogs.imf.org/2020/03/30/europes-covid-19-crisis-and-the-funds-response/

Recorded on 14 April 2020 Produced by AXA


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]]> Tue, 14 Apr 2020 14:50:47 +0000 https://podcast.ausha.co/soundoffinance/03 AXA IM false 14:20 full 1 1 3 3 Did last week's Eurogroup meeting outline effective support for the most fragile member states? Beyond the EU, how are emerging markets coping with the crisis? Answers in the Macrocast, with unexpected insights straight from Abbey Road. Guest : Irina T... AXA IM false #02 The Swoosh shape of the rebound 0a03b50657049b77efa1bc44a70eb52d62b605d7 While the United States is now in the eye of the hurricane after Asia and Europe, it is already time to prepare for the post-Covid 19 period. How fast should we expect a rebound once logistical impairment will be over?


Find the Macrocast newsletter below : 
https://www.axa-im.com/content/-/asset_publisher/alpeXKk1gk2N/content/macrocast-mutualise-or-trust-the-printing-press/23818
Recorded on 6 April 2020
Produced by AXA


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]]> While the United States is now in the eye of the hurricane after Asia and Europe, it is already time to prepare for the post-Covid 19 period. How fast should we expect a rebound once logistical impairment will be over?


Find the Macrocast newsletter below : 
https://www.axa-im.com/content/-/asset_publisher/alpeXKk1gk2N/content/macrocast-mutualise-or-trust-the-printing-press/23818
Recorded on 6 April 2020
Produced by AXA


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]]> Mon, 06 Apr 2020 14:32:54 +0000 https://podcast.ausha.co/soundoffinance/02 AXA IM false 11:24 full 1 1 2 2 While the United States is now in the eye of the hurricane after Asia and Europe, it is already time to prepare for the post-Covid 19 period. How fast should we expect a rebound once logistical impairment will be over? Find the Macrocast newsletter be... AXA IM false #01 Remote 8f00fa7e85c2b175dff1b012a9f40d0a56b8b4ce For this first podcast episode, Gilles Moëc highlights ways to absorb the unavoidable rise in public debt beyond the massive QE response in the short run.


Find the Macrocast newsletter below : 

https://www.axa-im.com/content/-/asset_publisher/alpeXKk1gk2N/content/macrocast-mutualise-or-trust-the-printing-press/23818


Recorded on 30 March 2020

Produced by AXA


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]]> For this first podcast episode, Gilles Moëc highlights ways to absorb the unavoidable rise in public debt beyond the massive QE response in the short run.


Find the Macrocast newsletter below : 

https://www.axa-im.com/content/-/asset_publisher/alpeXKk1gk2N/content/macrocast-mutualise-or-trust-the-printing-press/23818


Recorded on 30 March 2020

Produced by AXA


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]]> Mon, 30 Mar 2020 16:38:39 +0000 https://podcast.ausha.co/soundoffinance/01 AXA IM false 13:14 full 1 1 1 1 For this first podcast episode, Gilles Moëc highlights ways to absorb the unavoidable rise in public debt beyond the massive QE response in the short run. Find the Macrocast newsletter below :  https://www.axa-im.com/content/-/asset_publisher/alpeXKk1... AXA IM false