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/23818Crédits : Bob Marley & the Wailers "So much trouble in the world", Jim Cramer CNBC Recorded on June 8th, produced by Axa Hosted on Ausha. See ausha.co/privacy-policy for more information.

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

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

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/23818Credits : Jackson Browne, « Running on empty », Genesis, « Dancing with the moonlit knight » Recorded on May 18th, produced by Axa Hosted on Ausha. See ausha.co/privacy-policy for more information.

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

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

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

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

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

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