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
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?
Happy New Year 2022
I wish you to dream in 2022, to dream for you, for your familyand put all your energy into making those dreams come true.This is the only reasonable resolution we…
From Today to Tomorrow – January 14 – The matter of public debt
Swiftly expanding public debt to support macroeconomic adjustment is entirely warranted to tackle the pandemic, and this process is facilitated by mammoth intervention from the central banks. Meanwhile, low interest…
From Today to Tomorrow – January 11 – Best wishes for a happy and healthy new year in 2021 – Forthcoming trends
I wish you all a very happy and healthy new year. May you and your loved ones start the year ahead in the best possible circumstances. This year is set…