What to expect this week ? December 2 to 8, 2019
Christine Lagarde at the European Parliament on December the 2nd. Markit and ISM surveys, German industrial orders, the Chinese external trade and US employment. The COP 25 in Spain. Highlights…
Philippe Waechter's blog
Governments against the euro zone
The ECB monetary policy became frankly accommodating only because Draghi had the perception that governments and the Commission would never let go on fiscal policy.
Will Christine Lagarde fall into the same trap as Draghi?
Will Christine Lagarde fall into the same trap as Draghi?
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A very relevant column on the new stages of the trade war
This column, “The Case Is Only Growing for an Economic Forever War”, by Shawn Donnan, was posted on the Bloomberg website. President Donald Trump’s trade war with China has become…
What to expect this week? November 18 to 24, 2019
HighlightsMinutes of the last Fed’s meeting (Nov. 20) and of the last ECB’s meeting (Nov.21)The Fed’s minutes will reveal the discussions on the drop of the Fed’s benchmark rate but…
What to expect this week? November 11 to 17, 2019
Highlights GDP growth for the third quarter in Germany (Nov.14) and the ZEW survey for November (Nov.12)The industrial contraction during the third quarter and the fragility seen on the services…
Monetary policy and growth. The world economy at November 4, 2019*
The Federal Reserve, or US central bank, cut back its key rate for the third time this year at its October meeting, after previous moves in July and September. The…
What to expect this week? November 4 to 10, 2019
Highlights The ISM global index (5) will be the major data this week. It is consistent with the GDP growth momentum and was particularly weak in September compared to what was…
Eurozone growth painfully above 1%
GDP growth in the Euro zone is 1.2% (annualized rate) since the last quarter of 2017.The figure of 0.2% (0.75% annualized rate) for the third quarter of 2019 does not…
3 days ago
RT @JGuehenno: Il faudrait plutôt le multiplier par deux. Cette bataille sur le montant alloué au fonds sera un test de la volonté des memb…
4 days ago
RT @phil_waechter: Sur l'ensemble de la période (2000-2019) on retrouve de la pente mais pour la gestion conjoncturelle cela n'est pas sati…