US jobs and manufacturing activity My Wednesday column
This post is available in pdf format My Wedenesday Column – November 7 US job growth is buoyant, but is it all down to the Trump effect? The US economy created…
Philippe Waechter's blog
The Fed will stay on the path to higher rates in 2019 – My Monday column
This post is available in pdf format Federal Reserve – My monday Column The Federal Reserve meets on September 25 and 26, and a 25bps hike to the fed funds…
The Italian standpoint is changing – My Monday column
This post is available in pdf format My weekly Column – Italy Standpoint – PW What were last week’s major changes? The main change was in Italy with a strong and…
Oil, dollar, wages and unemployment in the US – my Monday column*
Oil prices are soaring out of control to slightly above $75/bbl, while the greenback is gaining ground again, and now stands at under 1.2 to the euro with its effective…
Public deficit in France, Economic Apathy and Italian politics – My Monday column
Is the French economy becoming virtuous? With the public deficit falling below the 3% mark, it is tempting to think so… 2.6% for the full year 2017 and 2.1% for…
ECB, Inflation, the Fed, and Employment in France – My Monday column
Inflation figures at 1.1% in February do not trigger expectations of a fast and sharp change in the ECB’s monetary policy, and Mario Draghi and Peter Praet did not indicate…
What should the dollar’s value be? Unemployment in France – My Monday column
The hefty fiscal stimulus in the US involving a rise in spending (1% of GDP in 2018 and 2019) and the implementation of tax cuts should be seen as a…
The US economy’s worrying change of pace – My Monday column
Is the US economy’s current pace set to trigger major imbalances, disrupt the current cycle and spark off a significant downturn in economic activity? The stockmarkets’ severe recent downturn reflects…