Épisodes

  • Euro Area Inflation Expectations, with Ricardo Reis (London School of Economics)
    Jun 28 2024

    In today's epsiode, we dive deep into the economic dynamics shaping the Eurozone focusing on a critical issue: inflation expectations.

    We uncover what financial markets can reveal about the of future inflation and also discuss evidence coming from investor and household surveys.

    We're thrilled to have Ricardo Reis join us today. Ricardo is the A.W. Phillips Professor at the London School of Economics and an esteemed expert on inflation expectations and inflation-linked financial instruments.

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    34 min
  • The Return of the State in International Lending, with Christoph Trebesch (Kiel Institute)
    Jun 21 2024

    In today's episode we dive into the complex world of state-based international lending. Recent years have seen a resurgence in cross-border state lending, highlighted by the significant financial support Ukraine has received from Western countries and China's growing role as a global lender. Additionally, central bank swap lines have become a common feature after the 2007/08 financial crisis and the COVID-19 pandemic.

    Joining us is Christoph Trebesch from the Kiel Institute. Christoph is the Head of the Research Center on International Finance and Macroeconomics and a Professor of Macroeconomics at Kiel University. He will share his expert insights on this critical topic. Don’t miss it!

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    29 min
  • Decoding the European Election Results, with Sophia Russack (CEPS)
    Jun 14 2024

    Join us today as we delve into the results of the European elections and their far-reaching consequences. We have the pleasure of speaking with Sophia Russack from the Centre of European Policy Studies (CEPS) in Brussels. Sophia is an expert in European politics and policy making, making her the perfect guest to shed light on the European election outcomes and their implications. Don't miss this insightful discussion! Tune in now!

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    25 min
  • Review of the ECB Meeting: June 2024
    Jun 7 2024

    The ECB has cut rates by 0.25% in its June meeting for the first time in many years. This happened despite forecasts of inflation having been revised slightly upwards. We review the reasoning behing this decision and the outlook for rates going forward.

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    11 min
  • Europe's Single Market Under Stress – with Roman Arjona (European Commission)
    May 31 2024

    Join us for an insightful discussion with Roman Arjona, Chief Economist at the European Commission’s Directorate-General for Internal Market, Industry, Entrepreneurship and SMEs. We'll delve into the current state and future of Europe's Single Market, exploring how it compares to the US and the challenges it faces in a changing global trade landscape. Roman Arjona, also Vice-Chair of the OECD’s Committee for Industry, Innovation and Entrepreneurship, brings his expertise to shed light on these critical issues.

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    38 min
  • The ECB Rate Outlook for June & Beyond
    May 17 2024

    Join us as we discuss the outlook for ECB policy rates for the upcoming June policy meeting and thereafter. We put perspective on recent Euro Area growth numbers, consumer spending dynamics, and the inflation outlook. While a June rate cut looks likely, uncertainty about policy rates beyond June appears substantial. Currently available data suggest, however, a sequence of rate cuts.

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    17 min
  • Fiscal Policy Challenges in Germany - with Thiess Buettner
    May 10 2024

    Join our interesting discussion with Prof. Thiess Buettner, Chairman of the Independent Advisory Board of the German Stability Council, about fiscal policy challenges in Germany.

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    32 min
  • Risks of a High Debt and High Interest Rate World - with Vitor Gaspar (IMF)
    May 3 2024

    Countries across Europe and the United States have witnessed a significant surge in government debt and interest rates in the aftermath of the Covid-19 pandemic. Join us as we engage in a conversation with Vítor Gaspar, Director of the IMF's Fiscal Affairs Department, about possible stability risks confronting government finances and the need to manage these risks.

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    36 min