Think Macro by H2O AM
Episodes
Japan emerges from the shadows: over a decade of Abenomics and the end of deflation
04 Mar 2026
Contributed by Lukas
In this episode of ThinkMacro, Vincent Chailley, Chief Investment Officer (CIO) of H2O AM Group, explores the transformation of Japan’s economy afte...
The U.S economy's artificial high
22 Jan 2026
Contributed by Lukas
Fueled by stimulus and debt, the U.S. economy appears resilient — but the foundations may be far weaker than they seem. Vincent Chailley, H2O AM Gro...
2026: towards a multi-engine world
19 Dec 2025
Contributed by Lukas
Between the loss of effectiveness of economic policies in the United States, European resilience, China's transition and the rise of emerging markets,...
When long-term yields challenge central banks
20 Nov 2025
Contributed by Lukas
In this episode of Think Macro, Vincent Chailley, CIO of H2O AM Group, explores an unusual market dynamic: central banks are cutting policy rates, ye...
The AI innovation cycle: invest now or die later
16 Oct 2025
Contributed by Lukas
In this episode of Think Macro, Vincent Chailley, Group CIO of H2O AM, analyses the global AI investment boom and its macroeconomic implications. As ...
Stability achieved, fragile growth: Europe at a Crossroads
29 Aug 2025
Contributed by Lukas
Europe has gained resilience since the sovereign debt crisis: a stabilising common currency, low unemployment, and debt held largely by domestic insti...
The End of One Model, the Rise of Another? American Exceptionalism in question
04 Jul 2025
Contributed by Lukas
After decades of US economic exceptionalism, driven by consumption, innovation, and financial dominance, cracks are appearing in the model. The return...