Isabelle Mateos y Lago

Isabelle Mateos y Lago, Chief Global Economist at BNP Paribas, shares insights on the global effects of tariffs and inflation expectations as US-China trade talks resume. Francisco Blanch, Head of Global Commodities at Bank of America Securities, discusses how trade wars are reshaping agriculture and commodity markets, particularly energy dynamics. Jeff deGraaf, Head of Technical Research at Renaissance Macro Research, offers valuable technical analysis strategies to navigate market uncertainty and examines how volatility can impact trading decisions.

Joining the conversation are David Lubin, a senior research fellow at Chatham House with a background in emerging markets investing, and Isabelle Mateos y Lago, chief economist at BNP Paribas, formerly with the IMF. They dive into the shifting dynamics of global finance, questioning if the U.S. dollar is losing its dominant status amid rising alternative currencies. They discuss the geopolitical ramifications of China’s strategic financial moves, America’s tariffs, and what these changes mean for the future of economic power and stability.

Dans ce podcast, Raphaël Balenieri, correspondant des Echos à Shanghai, et Isabelle Mateos y Lago, cheffe économiste de BNP Paribas, discutent des enjeux économiques de la Chine face au retour de Donald Trump. Ils abordent l'importance cruciale du consommateur chinois pour relancer la croissance, tout en analysant les défis de la consommation intérieure face aux crises économiques et démographiques. Les invités soulignent aussi la nécessité de réformes pour une meilleure redistribution des richesses et l'impact des tensions politiques sur la consommation.