Long-lasting shock on the world economy My weekly column
Concerns and uncertainties on world economic activity having been gathering pace since the fall. The swift decline in world trade reflects this change in pace, moving into the red with…
Philippe Waechter's blog
Huawei vs America
Look at this map. Who then can expect a trade deal between China and the USl The real question is about techno leadership? Huawei has a step ahead of the…
The 2 pages Macro
This short document (2 pages) is a synthesis of my macroeconomic views. One page of explanation and one page of graphs – The 2 pages Macro – 15 March 2019
American pressure: the issue is the possible use of Chinese 5G by the Germans
Tensions between China and the US are about technological leadership. The Chinese, whose technological catch-up has been rapid in recent decades, is now rather ahead of 5G and Artificial Intelligence.…
September round-up of the summer’s events
The whole document is available in pdf format September round-up of the summer_s events Let’s start with the global outlook – are signs on the world economy still as robust…
Trade War Erupts On No. 1 U.S. Farm Export to China
The Chinese’s retaliation measures have a strong impact on soybean. The US price of soybean has dropped dramatically while at the same time its price in Brazil is surging. Brazil…
Baldwin on Globalization: “A Lot of the Narrative Is Based on the US as If It Were the Whole World” –
Today, tariffs on USD 34bn of Chinese imports in the US will increase and China will do the same on US imports in China. That’s a nonsense policy as it…
Microeconomic impact of the White House’s trade measures
Nails, lobsters, peanut butter or bourbon all these products are suffering from the trade measures taken by the White House. The disruptions they imply are just anecdotal now but this…