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
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…
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…
Central Banks and the IMF – The world economy as at October 14*, 2019
Monetary policy has been at the heart of recent market trends once more. The minutes from the US Federal Reserve’s meeting on September 17 and 18 as well as from…
The Brexit risk on markets
How to read the end of the risk associated with the Brexit of March 29th? Look at the 10-year Bund rate. It dropped into negative territory with the risk of…
The Euro zone slows sharply in March
The publication March’s Markit indices confirms the downward pressure on activity in the manufacturing sector. The leading indices published for the Euro zone, Germany and France, on March 22, have…
The shock in the manufacturing sector in Germany: IFO vs Markit
The modest rebound in the IFO index in March is sometimes interpreted as the counterpoint to the drop of the Markit index released last Friday.There is indeed an opposition in…
Industrial production shrinks in Euro zone
With the decline of -0.9% in December, the industrial production of the Euro zone fell by -5.3% over the last quarter (annualized rate). and -2.1% over one year. The slowdown…