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=>…
Philippe Waechter's blog
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
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?