No more samba in Brazil – My Tuesday column
This post is available in pdf format My Tuesday Column – 9 October 2018 Jair Bolsonaro has come out in the lead in the Brazilian presidential elections with 46%. Looking…
Philippe Waechter's blog
Shutdown and oil prices – My Monday column
The US administration’s partial shutdown marks a first in the country’s history: this is the first time that we have witnessed this type of situation when the same party occupies…
ECB, Monetary Policy and Germany – My Monday column
Mario Draghi’s stance is guarded. His latest press conference gave no indication of the change in communication tone that we are set to see from the European Central Bank in…
US, Japan UK, France – What to keep in mind on Tuesday
Five points to keep in mind Minutes of the Federal Reserve The good thing with the minutes of the last meeting of the Monetary Policy Committee of the Federal Reserve…
Benchmarks after a vacation period
After a vacation period we all need to look at economic indicators to refresh our perception of the economic outlook. I propose a series of graphs with rapid comments. Point…
The importance of oil – My weekly Column
First graph – A lower oil price will drive inflation rates down With Iran back on the oil market, the price dropped below 30 dollars for a barrel. This could…
My Macroeconomic column in 8 points: Will employment change the Fed's strategy?
The main issue this week was the US employment figure as it may change the Fed’s mind on monetary policy. Nevertheless, employment is not the only aspect to mention to…
My Macroeconomic column in 13 points (November the 2nd)
13 points this week to follow the macroeconomic momentum. 1 – The Fed is back in the game after its last week meeting (27/28 October). It hasn’t changed the stance…