Macro Waves

BNP Paribas Economic Research

Stories about money and markets : Monthly talks from the Economic Research department of BNP Paribas. Hosted on Ausha. See ausha.co/privacy-policy for more information.

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Macro Waves

Episodes (65)

Yesterday AI, a new strategic driver for emerging economies
Feb 23rd Public finances in advanced economies: significant yet surmountable constraints?
Jan 15th In 2026: Consumption to rebound in the Eurozone and to modaterate in the US?

Macro Waves

Apr 3, 2026
12¼ minutes
11 MB

In this new episode of MacroWaves, we examine how artificial intelligence is reshaping growth in emerging economies. We hear from three economists at BNP Paribas Economic Research: Lucas Plé, Christine Peltier, and Hélène Drouot. While Asia dominates semiconductor production, other countries, such as those in Latin America and Africa, are either exploiting their mineral resources or falling behind. What challenges will they face? The answers lie in moving upmarket, securing energy supplies and avoiding increased geopolitical dependence in order to transform this opportunity into sustainable productivity gains. https://economic-research.bnpparibas.com/Home/en-US <...

Macro Waves

AI, a new strategic driver for emerging economies

BNP Paribas Economic Research

00:00 -12:15