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
Always stick to what makes you weird, odd, strange, different. That’s your source of power.
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Will #ECB hold rates steady amid inflation/stagnant growth, while QT pressures bonds? Will the #Fed be eyeing a 25bps cut due to labor market concerns, with QT ending soon? And high-yield #spreads are widening, highlighting #CreditRisk, the full picture:
allianz.com
ECB hits pause again, Fed caught between labor and money market and vigilantes coming for credit
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Bertille Bayart : « Ils vont (encore) tuer le capitalisme » https://t.co/qWCwLjIbkS par @Le_Figaro
lefigaro.fr
CHRONIQUE - Les marchés financiers, où tout est au plus haut en m��me temps, nous peignent un monde où tout va bien. Les indices de bulles sont en réalité partout.
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Y’a combien d’idées saugrenues comme celle-là par minute ces jours-ci ? Le concours Lépine a de beaux jours devant lui
Logement social : @philippejuvin propose qu'au bout de 20 ans, le logement soit donné à ses occupants, à condition qu'ils aient payé les charges et les loyers et qu'ils n'aient pas causé de problème de voisinage. "C'est une manière de rendre les Français propriétaires." #DirectAN
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14 years ago, I made my first ever trip to New York City as a tourist from New Zealand. After a month of walking every inch of this city while blasting Jay Z’s “Empire State of Mind”, the city started to seep into my soul. A day before I was supposed to fly back to New Zealand,
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Et augmenter les cotisations des fonctionnaires n’est jamais venu à l’esprit de qui que ce soit ? Par exemple les aligner sur les contributions du privé en pourcentage du salaire par exemple ?;)
Retraites dans les comptes publics : "Sur 52 milliards de contribution de l'État pour payer les fonctionnaires, 11 milliards sont liés à des cotisations dites normales et 41 milliards liés à une cotisation d'équilibre", précise @AdeMontchalin. #DirectAN #QAG
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While short-term buffers have prevented a sharper rise in #insolvencies, coming quarters could see a turning point—particularly as econ & financial conditions tighten and the AI investment cycle matures:
allianz.com
Trade rerouting and (energy) deflation have prevented tariffs from unleashing the wave of corporate insolvencies many feared.
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BlackRock and State Street funds are preempting any forced sales of French debt by changing their investment rules
bloomberg.com
Bond funds run by some of the world’s largest asset managers are avoiding forced sales of French debt holdings by changing their investment rules.
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How do we feed the world without breaking the planet? Our latest research explores the intersection of #FoodSecurity, #ClimateRisk, and macroeconomic stability to rethink how we grow, trade, and insure our food systems:
allianz.com
In the 80 years since World Food Day was first established, the transformation of agriculture, fueled by fertilizers and international trade, has helped reduce global hunger – albeit unevenly across...
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So well deserved! Bravo Philippe !
BREAKING NEWS The Royal Swedish Academy of Sciences has decided to award the 2025 Sveriges Riksbank Prize in Economic Sciences in Memory of Alfred Nobel to Joel Mokyr, Philippe Aghion and Peter Howitt “for having explained innovation-driven economic growth” with one half to Mokyr
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Crypto 101: seed phrases are broken. We don’t use them. Each wallet is independent, backups encrypted, PIN-protected. No photo, glance, or leak can steal your funds. Yet the old, vulnerable story is still everywhere.
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Trade war Act 3, scene 2
"It is impossible to believe that China would have taken such an action, but they have, and the rest is History. Thank you for your attention to this matter!" - President Donald J. Trump
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He is more moved than the laureate. So sweet! Que viva un Venezuela libre 🇻🇪!
“Oh my god… I have no words.” Listen to the emotional moment this year’s laureate Maria Corina Machado finds out she has been awarded the Nobel Peace Prize. Kristian Berg Harpviken, Director of the Norwegian Nobel Institute, shared the news with her directly before it was
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COLUMN: Conventional wisdom says LNG is the future of energy — bridging the gap between fossil fuels and renewables. Ironically, it’s threatened by a pincer movement involving the two old and new sources it’s supposed to bridge: coal and solar. @Opinion
https://t.co/JdvmK0zykT
bloomberg.com
The conventional wisdom says liquified natural gas is the future of energy — bridging the gap between the world abandoning fossil fuels and renewable supplies coming online. But that rosy outlook...
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#AI, housing, & #infrastructure are redrawing global construction. From #DataCenters boom to China’s rail push and Europe’s uneven rebound, 5 trends are reshaping the sector & testing margins. Full analysis here:
allianz.com
Generative AI has become a structural driver of construction. The global AI boom is fueling a frenzy for data centers.
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France’s prime minister resigns after less than a month on the job https://t.co/QOYS68HL4h
cnn.com
French Prime Minister Sebastien Lecornu resigned Monday just hours after he unveiled his new cabinet, in a shock move that plunged the country further into political crisis.
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Sanae Takaichi to become Japan’s first woman PM!!
bbc.com
Takaichi is a long-time admirer of Margaret Thatcher, but many female voters do not see her as an advocate for progress.
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😂
My son just told me he’s gay I burst into tears But not for the reason you think You see, I understand that statistically, men earn about 20% more than women Marrying a man instead of a woman is simply a wise long-term financial decision So proud of my son ❤️
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Even one of the top imaging companies in the US admits how much better ultrasound is than mammography for breast imaging. What is not said is the radiation risk of mammograms is worse than the benign sound waves of U.S. I never Rx'd mammograms, choosing ultrasounds instead.
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