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Macro In Motion

MacroSphere

Chaque fin de semaine, Philippine Watteaux et Loïc Cadiou vous invitent dans le monde de MacroSphere, comme si vous y étiez. De grands thèmes macro sont décryptés en quelques minutes, l'outil idéal pour vous informer. Les opinions exprimées reflètent le point de vue personnel de Philippine Watteaux et Loïc Cadiou et n'engagent pas la responsabilité de Gay-Lussac Gestion. Ce podcast ne constitue ni... more

PublishesWeeklyEpisodes7Foundeda month ago
Language
French
Number of ListenersCategories
InvestingBusiness

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Artwork for Macro In Motion

Latest Episodes

Le marché regarde le CAPEX dans l'intelligence artificielle comme le grand moteur de la croissance américaine. Pourtant, sa contribution réelle au PIB est étonnamment faible.

Pour comprendre ce qui porte vraiment la croissance, et y rattacher le dil... more

Depuis le début de la guerre en Iran, le dollar ne s’est que modérément apprécié. Pourtant, en théorie, deux forces auraient dû le soutenir : son statut historique de valeur refuge et la position des États-Unis comme exportateur net d’énergie.

Pour ... more

On parle de plus en plus de stagflation. Pour nous, la comparaison avec les années 70 ne tient pas : les chocs actuels (tarifs, pétrole) nous paraissent être des chocs d'offre et non de demande, sans boucle salaires-prix qui s'auto-entretient.

- Sta... more

Le choc pétrolier a eu plus d'impact sur les taux courts que sur les taux longs. Kevin Warsh, hostile au QE par conviction, voudrait réduire le bilan et baisser les taux courts ce qui est en contradiction avec cette dynamique récente sur la courbe de... more

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Which podcasts are similar to Macro In Motion?

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1. LEGEND
2. Géopolitique
3. C dans l'air
4. L'économie expliquée par mon père

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Macro In Motion launched a month ago and published 7 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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