Gilles Moec

Mohamed El-Erian predicts economic slowdown due to labor market softening. Katy Kaminski notes treasuries no longer serve as risk-off assets during high inflation. Gilles Moec discusses diverging interest rate paths between the ECB and Fed.

Gilles Moec, AXA's Chief Economist, and Kathleen Schubert, a Professor at the Sorbonne, delve into the urgent need for financing the green transition. They discuss Europe's significant investment gap and emphasize the crucial role of the private sector in achieving net-zero targets. The conversation highlights the necessity for reliable carbon pricing and clear profitability metrics to attract investments. They also touch on navigating political volatility and the essential differences in sustainability reporting standards between Europe and the U.S.

A PIMCO executive considers the US 10-year bond attractive. The European economy is compared to the US. A market strategist warns of a wage-price spiral. The Democratic party lacks a logical successor to President Biden. An energy director predicts oil will hit $100 a barrel by Halloween.