What to expect this week ? December 9 to 15, 2019
UK general elections, Christine Lagarde first monetary policy meeting, the Fed pauses, ECB and Fed’s forecasts, German external trade, Chinese CPI Highlights The main point will be the UK general…
Philippe Waechter's blog
Chinese Exports: an extended slowdown
The growth of the Chinese economy is constrained by the global economic cycle and can not find a relay through its internal demand.China will have to negotiate with the USA…
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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…
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?
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…
7 hours ago
Une grève n’a généralement pas un effet persistant sur la conjoncture. Mais dans un environnement international fragile cette conclusion pourrait être remise en cause « La grève et la conjoncture » t.co/PqPKyWsIIu via @phil_waechter
8 hours ago
Elections générales au Royaume Uni, 1ère réunion de politique monétaire de la BCE pour Christine Lagarde, Jay Powell en mode pause, prévisions BCE et Fed, Commerce extérieur allemand et inflation chinoise "Qu’attendre cette semaine ? (9 au 15 décembre)" t.co/aC5VI0tzMw
9 hours ago
UK general elections, Christine Lagarde first monetary policy meeting, the Fed pauses, ECB and Fed’s forecasts, German external trade, Chinese CPI "What to expect this week ? December 9 to 15, 2019" t.co/6qmNsGwllJ