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Market Matters Podcast

Recorded by New York Life Investments - August 11 2025

Market Matters Podcast is an essential audio source for expert analysis, financial insight, and timely market updates from New York Life Investments.

In this episode, our Candriam experts focus on Europe, discussing the sustainability of government debt and how these shifting realities affect investors. This episode offers a concise, informed perspective tailored to help you navigate the current investment landscape.

What You'll Hear

  • The macro side of European sovereign debt management: should high debt ratios be a concern? Are austerity measures a solution?  
  • How sustainable are public debts today in Europe?
  • The link between sovereign debt levels and financial markets
  • Our views on Germany, France and Italy’s fiscal policies
  • Our views on European long-term interest rates, and on credit, including sector ideas
  • Florence Pisani - Chief Economist, Member of the Executive Committee | Candriam
    Florence Pisani, PhD
    Chief Economist, Member of the Executive Committee
    See more
  • Nicolas Jullien - Global Head of Fixed Income, Member of the Executive Committee | Candriam
    Nicolas Jullien, CFA
    Global Head of Fixed Income, Member of the Executive Committee
    See more
About the Series

The Market Matters Podcast

The Market Matters Podcast is produced by New York Life Investments, bringing you regular updates from our global research and investment teams. Browse all podcast episodes on the official New York Life Investments website for additional insights and market commentary.

  • The Fed under attack

    Can political interference undermine the Fed's independence and credibility?

  • Market Matters Podcast

    Market Matters Podcast is an essential audio source for expert analysis, financial insight, and timely market updates from New York Life Investments.
  • Financial chart with a fluctuating green line, illustrating market trends and volatility

    Slowdown on the Horizon…

    Despite rising geopolitical tensions, the global economy showed surprising resilience in early 2025, and inflation continued to normalise.
  • United States flag in front of a columned institutional building, symbolizing American politics and economy

    Trump’s Economic Policy

    The election of Donald Trump, coupled with the Republican Party's control of both houses of Congress, has resulted in a new political landscape in the United States. What key decisions must the new administration make? What impact will these decisions have on the macroeconomic environment, financial markets and investors?

  • The German economic model in question

    Between 2005 and 2017, when most Eurozone economies saw declines in both the weight of their industries and their export market shares, Germany stood out for its powerful industry, strong market shares... and its fiscal rigor. Over this period, German GDP grew 10% faster than the rest of the zone. Germany and its social co-management model (Mitbestimmung) have long been held up as the example.
  • United States flags waving in front of skyscrapers in an urban street, illustrating the American economy and financial center

    Ballots to Bonds

    Following the US election, what will the bond landscape look like around the world in the near term and the medium term? President-elect Trump should be able to implement much of his political agenda over the next few years. We think four themes stand out: Tariffs, Regulations, Tax Cuts, and Immigration. What we don’t yet know is the timing and the magnitude of these elements.
  • Statue in front of a columned institutional building with skyscrapers, representing the American financial and political system

    Update on US elections

    Donald Trump heads back to the White House as the 47th President, with an increased likelihood of a Republican sweep. Yesterday (6 November), market reactions were strong, with US stocks hitting all-time highs, 10Y bond yields jumping to 4.5%, and the dollar surging against most currencies.
  • Cracked map of the United States with the American flag, illustrating political and social divisions

    Should we be afraid of the US elections ?

    With the partisan divide hardening in the run-up to November 5, the presidential race was revived with the withdrawal of Joe Biden at the end of July. In just a few weeks, Kamala Harris has breathed new energy into the Democratic campaign.

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