• Will Euro Area Inflation Fall Below the ECB's Target?
    Nov 1 2024

    In this episode, we explore the inflation outlook for the Euro Area, honing in on whether medium-term inflation could once again fall short of the ECB's target, as it did before the pandemic.

    While there’s little evidence in current data to suggest an imminent undershoot—thanks to robust wage growth, persistent service price inflation, and ample room for monetary policy easing—some of these factors may ease in the coming year. This makes it crucial to keep a close eye on potential risks of undershooting.

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    19 mins
  • Fiscal Consolidation in Europe: How to Achieve It? With Roel Beetsma (University of Amsterdam)
    Oct 18 2024

    Join us this week as we tackle a pressing issue facing the Euro Area: fiscal consolidation. With debt-to-GDP ratios near historic highs in many economies, reducing deficits is critical—but not without risks to economic growth.

    Our special guest, Roel Beetsma, Professor of Macroeconomics at the University of Amsterdam, offers his insights on questions like:

    Is there a way to cut deficits without hurting growth?

    How does population aging impact public budgets and political pressures?

    What new strains are digitalization and the green transition placing on Europe’s fiscal future?

    And have we reached a breaking point in Europe’s fiscal stability culture?

    Tune in for an in-depth discussion on these challenges and the difficult choices European policymakers are grappling with.

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    37 mins
  • The Future of Europe's Auto Industry, with Valentin Mory (Natixis)
    Oct 4 2024

    Join us to dive into the challenges and transitions facing Europe’s car industry. Together with Valentin Mory, mobility expert from Natixis, we explore the shifting landscape of electric vehicles (EVs), China's lead in battery technology, and the future of internal combustion engines.

    Will Europe keep pace with China’s rapid electrification? Can car manufacturers overcome regulatory hurdles and avoid costly fines? And what’s the real impact of upcoming tariffs on Chinese car imports?

    Tune in for an in-depth analysis of the evolving auto industry, the latest on EV penetration rates, and what’s driving change across the globe.

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    25 mins
  • Europe's Growth and Productivity Slowdown Since 2009
    Sep 27 2024

    Have you ever wondered why Europe's economic growth seems stuck in slow motion?

    Join us as we explore the mystery of Europe's lagging economic growth. We break down the complex factors at play from sluggish investment to slow productivity growth, discuss the struggle to keep pace with the US tech boom, and Europe's shortcomings in fostering innovation, particularly in the Information and Communication Technology sector.

    Tune in as we dissect the numbers and analyze the policy challenges ahead for Europe.

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    24 mins
  • New Insights into the Gains from International Trade, with Andrei Levchenko (University of Michigan)
    Sep 20 2024

    Join Dirk Schumacher and Klaus Adam on "The Week That Was in Europe" as they welcome Professor Andrei Levchenko, a leading expert on international trade, to discuss new insights into the gains from international trade, the benefits & drawbacks of tariffs + export subsidies, and international technology transfer.

    Tune in to "The Week That Was in Europe" for an insightful discussion on the ever-evolving landscape of international trade, featuring expert analysis and real-world examples.

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    39 mins
  • Review of the ECB Meeting - September 2024
    Sep 13 2024

    We provide our perspective on the ECB’s policy meeting: markets expected the ECB's rate cut, the real focus was on the path for interest rates going forward.

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    12 mins
  • Germany's Economy: Stuck in Post-Pandemic Limbo?
    Sep 6 2024

    In this week's episode of The Week That Was in Europe, hosts Dirk Schumacher and Klaus Adam return from their summer break to analyze Germany's economic underperformance. Why has Europe’s largest economy stagnated post-pandemic, while its neighbors surge ahead? From sluggish consumer spending to declining investments and rising energy costs, they explore the driving factors behind Germany’s struggles. They also discuss the "second China shock," the challenges of transitioning to electric vehicles, and the looming risks of de-industrialization. Tune in to understand the forces shaping Germany's economic future.

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    15 mins
  • The French Elections Unpacked, with Hadrien Camatte (Natixis)
    Jul 11 2024

    Today, we dive into the aftermath of the French parliamentary elections – a pivotal event that has captured the attention of financial markets and the broader public across Europe.

    To help us navigate the complexities of the outcome and the future implications, we have a special guest, Hadrien Camatte. Hadrien is an expert on the French economy at Natixis and has been meticulously following every twist and turn of this election.

    Before joining Natixis, Hadrien honed his expertise at a central bank in Paris and the French Treasury, where he held various positions.

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    29 mins