Trends under the Macroscope
Trends under the Macroscope
Trends under the Macroscope
Welcome to “Trends under the Macroscope”, the new Macro series from CPR AM dedicated to Megatrends!  CPR AM is pleased to present its new audio meeting "Trends under the Macroscope". Discover Bastien Drut, Head of Thematic Macro Strategy, and his Macroscope on the major transformations of the economy, macro, climate and social issues most likely to affect our investment processes.   CPR AM My Thematic Partner
23 - Metals, soon as economically important as fossil fuels
The demand for certain metals will increase dramatically with the acceleration of clean technologies. But the lack of investment in the production of these metals increases the likelihood of tensions and price increases that could ... slow down the energy transition. It seems clear that certain metals like cobalt, nickel and lithium will become central in tomorrow's economy. 
Nov 4, 2021
6 min
22 - Are the prices of fossil fuels too low or too high?
 The prices of natural gas and coal have risen sharply in recent weeks, and have reached record levels in some cases. Nevertheless, it remains relevant to question the "right" price of fossil fuels against a backdrop of energy transition.
Oct 18, 2021
5 min
21 - How big is the digital economy ?
Digitization is virtually everywhere. It is transforming the ways of consuming and producing, and therefore the business model of companies. But just how big is the digital economy? 
Oct 1, 2021
4 min
20 - The infrastructure packages are crucial for the US climate policy
Since arriving at the White House, Joe Biden has announced very ambitious climate goals. However, the success of his climate policy will depend very much on whether or not the infrastructure plans, currently being negotiated in Congress, are passed.   
Sep 17, 2021
4 min
19 - Increase in inequalities and accommodative monetary policies : what causes what ?
While the idea that accommodative monetary policies imply an increase in inequalities, a research paper presented at the Jackson Hole central bankers conference reverses the causality and tends to suggest that it is the rise in inequalities that causes the decline in equilibrium interest rates.  
Sep 3, 2021
5 min
18 - In Europe, the carbon neutrality by 2050 is now enshrined in law
 The European climate law has been therefore formally adopted by the European Council on June 28, after its adoption by the European Parliament a few days earlier. The EU objective of carbon neutrality by 2050 is now enshrined in law. The Commission will unveil on July 14 the “Fit for 55” package detailing the measures to be taken to reach this objective.   
Jul 1, 2021
4 min
17 - Technological rivalries between great powers, stronger than ever
The US Senate has just passed a bill allowing significant investments in research and development. Its objective is to counter the emergence and the ambitions of China in the industries of the future   
Jun 18, 2021
4 min
16 - The decline of global inequalities stopped with the covid crisis
Whereas global inequalities had been falling for decades, they went up because of the covid crisis 
Jun 4, 2021
5 min
15 - Cybersecurity is becoming a major economic theme
The recent increase in the number of cyberattacks implies that cybersecurity is becoming a very mandatory investment for companies and governments 
May 20, 2021
5 min
14 - Remote working is here to stay. What are the economic consequences?
It is now very likely that remote working will stick. And the economic consequences of this change of the way of working are significant 
May 6, 2021
5 min
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