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Gilles Moec @gillesmoec.bsky.social · 10/02/2025

Omnidirectional globalisation gave way to a “clubification” of the world economy. But even these clubs are unstable. There is space for a loose alliance of countries still complying with the “old” multilateral rules of the game beside the clubs. Full (short)paper here www.weforum.org/stories/2025...

weforum.org

A hybrid model for global trade can navigate a fragmented world

How global trade is shifting from full globalization to regional “clubs” and hybrid models, requiring businesses to adapt to a more fragmented landscape.

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Gilles Moec @gillesmoec.bsky.social · 25/11/2024

Scaling up electrification should be part of the EU’s growth strategy, with a double dividend: lowering CO2 emissions and reducing the income transfer to the rest of the world which importing fossil fuel entails- notably to the US. 4/4. See the full weekly note here: www.axa-im.com/investment-i...

axa-im.com

Electrify Europe

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Gilles Moec @gillesmoec.bsky.social · 25/11/2024

The experience of trade war 1.0 suggests that even when the impact of retaliatory tariffs was locally tangible in the US in terms of employment, the electorate does not shift away from protectionist offers 3/4

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Gilles Moec @gillesmoec.bsky.social · 25/11/2024

When looking a how the EU should respond to a trade war with the US, a proper growth strategy may prove more fruitful than engaging in tariff escalation, which would ultimately be more costly to Europe given its reliance on international trade 2/4

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Gilles Moec @gillesmoec.bsky.social · 25/11/2024

Scott Bessent’s column in The Economist in October made it plain his main bone of contention with Europe is its weak demand, which makes it hard to build a mutually beneficial transatlantic trade relationship - a common view among mainstream US economists 1/4

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Gilles Moec @gillesmoec.bsky.social · 18/11/2024

Investors have to accept that if D.Trump does not deliver all the growth-dampening/inflation-rising aspects of his platform, he cannot give them all the fiscal sugar rush they are expecting. Find my full weekly paper here www.axa-im.co.uk/investment-i.... 2/2

axa-im.co.uk

Paying Tax Cuts with Carbon

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Gilles Moec @gillesmoec.bsky.social · 18/11/2024

Rolling back IRA and hiking trade tariffs is not purely ideologically motivated. D.Trump’s tax cuts program is unlikely to go through a more traditionally Republican Senate without these savings/income boost 1/2

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Gilles Moec @gillesmoec.bsky.social · 16/11/2024

Hello. I’ve joined BlueSky

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