While the European short-term outlook does not look very promising, the same can be said about the long-term prospect according to the Draghi report released last week.

Gilles Moëc, AXA Group Chief Economist and AXA IM Head of Research, has braved the 400 pages of compact macro that go with it and opens, at the end, a window on what is happening on the other side of the Atlantic with the precious contribution from Matt Pacifico, Head of US Investment Grade Research at AXA Investment Managers.

Recorded on 16 september 2024

An AXA IM podcast

Produced by Goom

Music performed by Needmospace

Musical sample : (Don't Fear) The Reaper, Blue Oyster Cult

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