Stories about money and markets : Monthly talks from the Economic Research department of BNP Paribas. Hosted on Ausha. See ausha.co/privacy-policy for more information.
Latest episodes
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14 min
Developed countries: Resilience amid a series of shocks.
In this new podcast, we review the macroeconomic outlook for advanced economies. Despite a series of geopolitical and energy shocks, the global economy continues to show unexpected…
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12 min
The energy crisis versus the rise of AI: why emerging economies are holding their own
This latest issue of MacroWaves is devoted to the repercussions of the energy shock and the rise of AI in emerging economies. The spring of 2026 saw by mounting risks: war in Iran,…
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12 min
Conflict in the Middle East: analysis of the consequences for advanced economie
Since the outbreak of the conflict in the Middle East on 28 February, energy markets have experienced increased volatility, with a marked rise in oil and gas prices. However, our a…
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14 min
How can Europe attain energy sovereignty?
Welcome to this new episode of MacroWaves, the podcast from BNP Paribas’s Economic Research department. In this episode, we’re joined by Pascal Devaux to discuss a crucial issue fo…
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12 min
AI, a new strategic driver for emerging economies
In this new episode of MacroWaves, we examine how artificial intelligence is reshaping growth in emerging economies. We hear from three economists at BNP Paribas Economic Research:…
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11 min
Public finances in advanced economies: significant yet surmountable constraints?
Between rising interest rates, an ageing population and massive rearmament needs, the budgetary equation for advanced economies is becoming increasingly complex. Why is debt contin…
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10 min
In 2026: Consumption to rebound in the Eurozone and to modaterate in the US?
Hello, everyone, and welcome to another episode of Macro Waves, the BNP Paribas Economic Research podcast. Today, we're looking at household consumption, which remains the main dri…
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11 min
Emerging economies — Solid growth, limited room for manoeuvre
In today’s discussion, we delve into the public finances of emerging economies in 2025, based on an exclusive analysis of our most recent EcoPerspectives issue focused on these eco…
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10 min
International trade: after the US tariff offensive, an ever more multipolar world
https://economic-research.bnpparibas.com/Home/en-USSince Donald Trump's return to the White House in 2025, the United States has massively increased its tariffs. As a result, trade…
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19 min
Global Economy: Issues to watch in the second half of 2025
As we enter the second half of the year, and after a first half marked in particular on the economic front by the tariff war initiated by the United States, we suggest that we paus…
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17 min
What are the effects of US tariff policy on global trade and emerging economies?
To highlight the publication of the second quarter issue of EcoPerspectives Emerging Economies, three members of the Emerging Economies team speak in ‘MacroWaves’: Christine Peltie…
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19 min
In the turmoil of US tariffs: what effects on developed economies?
In this new Podcast, we take a look at the short- to medium-term economic outlook for the major advanced economies, analysing the impact of trade tensions, the room for manoeuvre a…
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6 min
Audiobrief | Self-employment back to the future
In this Audiobrief, Stéphane Colliac discusses selfemployment in France. It has been growing again for almost 20 years, particularly in household services, but also in business ser…
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5 min
Audiobrief | The European Union's trade balance: back in surplus
In this Audiobrief, Guillaume Derrien discusses recent evolution of the European Union's trade balance. The latter moved back to a surplus in 2023. Despite China’s ramping up to hi…
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6 min
Audiobrief | French trade deficit: France is relatively deindustrialised but investing
In this audiobrief, Stéphane Colliac describes France’s trade deficit for 2023 main drivers. In addition to a deficit linked to imports of hydrocarbons and a structural deficit ref…
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21 min
#2 - Geopolitical uncertainty: economic consequences
In the second podcast on geopolitical uncertainty and its economic consequences, Daniel Morris and William De Vijlder look more closely at the impact of geopolitical uncertainty on…
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17 min
#1 - Geopolitical uncertainty: economic consequences
In two podcasts Daniel Morris, Chief Market Strategist of BNP Paribas Asset Management discusses with William De Vijlder, Group Chief Economist of BNP Paribas the impact of geopoli…
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13 min
#2 - Looking beyond the peak
In the second and last episode of the series on central banks and their fight against inflation, Andrew Craig and William de Vijlder are looking beyond the peak and discuss what wi…
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24 min
#1 - Central banks and their fight against inflation. Job done?
In this series of two podcasts Andrew Craig, co-head of the Investments Insight Center at BNP Paribas Asset Management, interviewed William de Vijlder, group chief economist of the…
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9 min
#3 - National recovery plan Espana 2050: Towards a productivity recovery?
In this third and final episode of the series dedicated to labour productivity in Spain, signs of encouragement for a recovery in Spanish productivity are presented, in particular…