![featured](https://macrohive.com/wp-content/uploads/2024/06/podcast-graphic-29.jpg)
![featured](https://macrohive.com/wp-content/uploads/2024/06/podcast-graphic-29.jpg)
Vasileios is Head of Europe Economics and Strategy at Aviva Investors – a £226bn global asset management firm. Based in London, he is responsible for monitoring and analysing macroeconomic developments and markets as well as formulating major asset class views, leading research and strategy in the UK and Europe. Previously, he held senior research roles at Citigroup, Lombard Odier, UniCredit Bank, BofA, Merrill Lynch, and Fulcrum Asset Management. In this podcast, we discuss:
- UK election impact
- UK inflation and BoE cuts
- Comparison of UK and European mortgage rates
- Understanding European election results and risks
- Euro break-up risks
- Why French elections were called?
- European (and Italian/Spanish) growth and ECB cycle
- US last mile inflation and Fed
- US fiscal risks
- Fiscal patterns around the world
- US elections
- Books mentioned: Beyond Biocentrism (Lanza, Berman), Noise (Kahneman, Sibony, Sunstein)
You can follow Vas here.
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