66 insights found
Macrocast Podcast #15 - US Policy-makers looking for a plan B
US Policy-makers looking for a plan B
The impact on US activity of states delaying reopening or re-imposing restrictions is starting to show in some real-time data
Macrocast Podcast #14 - Job protection and demand management
Job protection and demand management
With some US states rolling back on the relaxation in covid containment measures, the mechanical rebound in economic activity may be less spectacular than expected.
Macrocast Podcast #13 - Credit Guarantee Feedback Loop
Credit Guarantee Feedback Loop
The gap between the US and Europe on the pandemic front is getting wider – the US responds to market wobbles by more stimulus announcements.
Macrocast Podcast #12 - Warning Shot
Bad news on the pandemic front triggered some measure of market turmoil last week. Contagion from equity to credit market was limited though. Central bank support shows.
Macrocast Podcast #11 - Beyond the mechanical rebound
Every Monday, Gilles Moec, AXA Group Chief Economist and AXA IM Head of Research, shares his views on how international events are impacting financial markets.