Keys of the week – 30 January 2023
Understand the macroeconomic events of the past week.The revival of the European cycle in spite of German fragility. The robustness of the French economy but a concern about real estate.…
Philippe Waechter's blog
Keys of the week – 23 January 2023
Understand the macroeconomic events of the past week.Risk of recession in Europe, real estate in the US with a downside risk and gold price which follows an irrational trajectory
Keys of the Week – January 16, 2023
Understand the macroeconomic events of the past week.US inflation, wages in Europe, industrial production in Europe and inflation and foreign trade in China
Keys of the week – January 9, 2023
Understand the macroeconomic events of the past week.Theme of the week: What new balance after the energy shock?
The Euro Area creates more jobs than in the US. Is it efficient ? What about France and its specific labor market ?
Employment is growing in the Eurozone and activity is growing rapidly despite the crisis in Ukraine. However, the room for manœuvre in the management of the economy is limited. Very…
The ECB new strategy
The ECB is changing course. With its interest rate hike scheduled for 21 July, the ECB is putting an end to a long period of very low and stable interest…
The return of the missing link in Spanish growth
Activity in Spain has been severely penalized by the pandemic. Tourists stayed home and the economy suffered. In April, the dynamics are changing giving Spain back the ability to recover…
Inflation risk wins over investors
Twenty days after the invasion of Ukraine by Russia, the risk of inflation takes precedence over the risk of slowing activity in the perception of investors.At her press conference, Christine…
4 days ago
L’inflation, en zone Euro, ralentit plus vite qu’attendu en janvier 2023 mais la BCE restera restrictive t.co/J0ctqEppLX via @phil_waechter
4 days ago
Inflation, la #Fed et la #BCE Le graphe compare le taux d’intervention de chacune des banques centrales avec le taux d’#inflation sous jacent. On peut pas envisager un changement de cap aux USA puisque le taux réel va devenir positif ce soir après la hausse attendue (50?).
5 days ago
RT @phil_waechter: Keys of the week – 30 January 2023 t.co/l7KsNh7Hj7 #BusinessCycle #US #FederalReserve #Spain #France t.c…
5 days ago
RT @phil_waechter: Les clefs de la semaine – 30 Janvier 2023 t.co/LD7yhIQry2 #marchedutravail #SPGlobal #IFO #Insee #climatdesaffai…