Keys for the week of February 3, 2025
Published on Wednesday To be noticed this week The appearance of GDP in the EurozoneExpected this weak US Employment in January The situation of the week=>What dynamics are seen in the French…
Philippe Waechter's blog
The keys to the week of May 13, 2024
My point of attention: Europe is on the road to decarbonizing its electricity productionMy expectations this week: the US inflation rate for the month of April 7 themes this week=>…
The keys to the week of April 29, 2024
My point of attention: Employment indicators in European surveys are improving everywhereMy expectation this week: growth figures for the first quarter in the Euro zone – A figure that is…
The keys of the week – March 18, 2024
My point of attention: the price of bitcoin beyond 70,000 USDExpected this week: the Fed meeting The pdf document is here Body 7 themes this week => What does the…
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…
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