The energetic counter-shock in Europe
The coming rapid slowdown in inflation will be the break that will boost the economic cycle in Europe. I emphasized this point last week. This new dynamic is due to…
Philippe Waechter's blog
Inflation will slow faster than expected in Europe
The major factor in Europe is the fall in energy prices. A major cause of the rise in inflation in Europe, the downward trend in gas, oil and electricity will…
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.…
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…