The Sound of Finance

Sep 17 2024 21 ep. 17 mins 5

The Sound of Finance Podcast artwork

Welcome to The Sound of Finance, an AXA IM podcast hosted by Gilles Moëc Hosted by Ausha. See ausha.co/privacy-policy for more information.

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Draghi vs Trump ?

Sep 17 2024 20 mins

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 w

Electoral outcomes, and a way forward for France

Jul 17 2024 21 mins

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 2024An AXA IM podcastProduced

Elections, protectionism & China-India divergence

Jun 21 2024 20 mins

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 u

#18 - German federal elections: the wind of change? With Evelyn Herrmann (Bank of America)... and Scorpions of course)

Sep 10 2021 38 mins

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 p

#17 - With Jean Pisani-Ferry... and a few notes of Fleetwood Mac

Jun 23 2021 34 mins

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 mo

#16 - Fiscal Forward Guidance Needed

Jul 13 2020 13 mins

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

#15 - US Policy-makers looking for Plan B

Jul 06 2020 11 mins

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/alpeXKk1gk

#14 - Job Protection & Demand Management

Jun 29 2020 12 mins

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_publ

#13 - Credit Guarantee Feedback Loop

Jun 22 2020 15 mins

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

#12 - Warning shot

Jun 15 2020 18 mins

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/23818Crédits : ABBA, "Money Money