Ludovic Subran
@Ludovic_Subran
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Chief Investment Officer and Chief economist @Allianz. Senior Fellow @Harvard. Member @CAEInfo. Co-Chair @MercyCorps. My views
Munich, Bavière
Joined March 2012
RT @mikiane: Économie de guerre : menace ou opportunité ?. Hausse de l’endettement, réallocation des ressources, industries réorientées ver….
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Comment below the countries on the list 👇🏼.
U.S. President Donald Trump said he will deliver speeches on tariffs targeting 12 countries on Monday.
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RT @klaus_adam: With a debt-to-GDP ratio of 124% the end of 2024, the U.S. 🇺🇸has just decided it needs deficits north of 7% for the next 4….
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«Nous sommes dans une situation d’urgence absolue» : à Aix, le profond agacement des patrons envers les politiques.par @Le_Figaro.
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RT @SpencerHakimian: Not only is this bill adding $5T to the national debt. But it’s going so exclusively to benefit the top 0.1% of Amer….
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RT @zerohedge: "One Big Beautiful Bubble": Hartnett Warns US Debt Will Exceed $50 Trillion By 2032
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RT @florianederer: Why do governments wait until the fiscal crisis hits to act?. Alesina & Drazen (1991) argue that stabilization delays ar….
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Mid-year: global #Growth slows to 2.5% in 2025, weakest since 2008 outside recessions. US improves to 1.6% with tariff cuts; Eurozone trails at 1.2%. Trade tensions, geopolitics, and policy divergence remain risks. Markets stay resilient despite headwinds:
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Le CESE doit être fermé. C’est une gabegie.
"2.500 euros net pour quatre jours de travail par mois": un rapport parlementaire étrille le Cese et ses "publications peu nombreuses".
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Ce serait surtout super si la Cour subventionnait l’IPP!.
Pierre Moscovici : "on m'a dit que la note de l'PP sur les retraites était extrêmement intéressante".Elle dit : .1/ les régimes privés devraient verser 18 mds à l'Etat.2/la présentation comptable alourdit articifiellement le coût des fonctionnaires.👇👇.
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RT @RaveaudGilles: Dans le privé, les cotisations retraite, c'est 17% du salaire. Dans le public, c'est. 74%. Et même 126% dans l'armée !….
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As #heatwaves intensify, economic costs mount. Our analysis: up to -0.5pp of #GDP lost in #Europe, from -0.1pp in Germany to -1.4pp in Spain. One 32°C+ day ≈ half a strike day in disruption. #Adaptation—greener cities, resilient infrastructure—is key:
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RT @a_bergeaud: Quels gains de PIB peut on attendre de l'IA sur 10 ans? @DAcemogluMIT donne une méthode pour estimer l'effet direct qui vie….
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RT @marinetondelier: Gérald, si tu écris ce tweet sous la contrainte, cligne des yeux une fois.
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RT @M_McDonough: 📊 A snapshot of effective U.S. tariff rates by country, product, and specific imports (e.g., smartphones from China). Data….
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RT @EconguyRosie: Equity markets are soaring. Bond yields are declining. And the US dollar is falling like a stone. Unless all three are c….
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#MiddleEast ceasefire calms markets: oil <$70/bbl, equities up, risk spreads down. Yet uncertainty lingers. Eurozone #Defense push faces fiscal strains, while EMs show cautious signs of resilience. A world rebalancing but the #risks haven't left the room
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RT @elerianm: No respite for the US dollar as the widely-followed DXY index depreciates to its lowest level since early 2022. Today’s move….
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