Articles by Gilles
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When @AXA IM's #AIMFor2026 strategic plan launched recently, I talked about our Aim for Responsibility, noting that the concept of RI has come under…
When @AXA IM's #AIMFor2026 strategic plan launched recently, I talked about our Aim for Responsibility, noting that the concept of RI has come under…
Shared by Gilles Moec
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Good morning. Please find here the link to my latest Macrocast. At this stage, given stubborn price dynamics in the USsince the beginning of the…
Good morning. Please find here the link to my latest Macrocast. At this stage, given stubborn price dynamics in the USsince the beginning of the…
Shared by Gilles Moec
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Hello. Please find here the link to my latest Macrocast. 1/ The Fed will need more time – even if a softer GDP print is the first ingredient in a…
Hello. Please find here the link to my latest Macrocast. 1/ The Fed will need more time – even if a softer GDP print is the first ingredient in a…
Shared by Gilles Moec
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Les enquêtes de conjoncture de mars sont moins moroses que celles des mois précédents. Le climat s’améliore dans tous les secteurs à l’exception du…
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Les enquêtes de conjoncture de mars sont moins moroses que celles des mois précédents. Le climat s’améliore dans tous les secteurs à l’exception du…
Liked by Gilles Moec
** XENNIALS EP. 03: 'IT'S THE ECONOMY, STUPID!'**
➡️Globalisation acceleration, monetary aches & pains, 'Bundesbank +5', Alan Greenspan, and a…
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** XENNIALS EP. 03: 'IT'S THE ECONOMY, STUPID!'** ➡️Globalisation acceleration, monetary aches & pains, 'Bundesbank +5', Alan Greenspan, and a…
Liked by Gilles Moec
Thanks a lot to Charlotte for inviting me to her Xennials podcast, allowing me to reminisce on 1990s economics (+ musings on Étienne Daho and Neil…
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Thanks a lot to Charlotte for inviting me to her Xennials podcast, allowing me to reminisce on 1990s economics (+ musings on Étienne Daho and Neil…
Shared by Gilles Moec
Hello! While everyone across the world is impressed by the resilience of the US economy, Americans themselves are unimpressed, as their consumer…
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Hello! While everyone across the world is impressed by the resilience of the US economy, Americans themselves are unimpressed, as their consumer…
Shared by Gilles Moec
Hello! Please find here the link to this week's Macrocast. I focus on Mario Draghi's speech in Washington DC two weeks ago which offers a vade mecum…
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Hello! Please find here the link to this week's Macrocast. I focus on Mario Draghi's speech in Washington DC two weeks ago which offers a vade mecum…
Shared by Gilles Moec
Good morning. Please find here the link to my latest Macrocast. Last week the CPI print triggered another shift in market expectations for the Fed…
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Good morning. Please find here the link to my latest Macrocast. Last week the CPI print triggered another shift in market expectations for the Fed…
Shared by Gilles Moec
While focus is on the promise of AI, in the US it may well be that it is the lagged effect of a surge in pre-AI Intellectual Property investment…
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While focus is on the promise of AI, in the US it may well be that it is the lagged effect of a surge in pre-AI Intellectual Property investment…
Shared by Gilles Moec
Hello!
Please find here the link to this week's Macrocast.
Summary:
In December Jay Powell had fuelled the already aggressive market pricing for…
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Hello! Please find here the link to this week's Macrocast. Summary: In December Jay Powell had fuelled the already aggressive market pricing for…
Shared by Gilles Moec
J’ai le plaisir de vous annoncer que j’occupe désormais le poste de Chercheur en IA et IA quantique appliquée à la cybersécurité chez ORANGE…
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J’ai le plaisir de vous annoncer que j’occupe désormais le poste de Chercheur en IA et IA quantique appliquée à la cybersécurité chez ORANGE…
Liked by Gilles Moec
Hello! Please find here the link to the latest Macrocast, in which I look into the "last mile" of disinflation.
Bests
Summary:
The “macroeconomic…
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Hello! Please find here the link to the latest Macrocast, in which I look into the "last mile" of disinflation. Bests Summary: The “macroeconomic…
Shared by Gilles Moec
C'est pour aujourd'hui, la Géométrie des possibles en librairie.
Pour en savoir plus vous pouvez m'écouter lundi 8 janvier dans l'émission Vous m'en…
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C'est pour aujourd'hui, la Géométrie des possibles en librairie. Pour en savoir plus vous pouvez m'écouter lundi 8 janvier dans l'émission Vous m'en…
Liked by Gilles Moec
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