Tariffs, US Recession, “Smoot-Hawley” and China
The last few days have been marked by Trump’s procrastination on tariffs. One day he imposes very high tariffs on Canada and Mexico, lower ones on China, then he reverses…
Philippe Waechter's blog
The Emergence of DeepSeek: Thoughts on the Future of the Technology Industry
The advent of DeepSeek is an event of considerable magnitude.Not simply because the Chinese firm has made a simpler, cheaper but equally effective product than its American competitors. This above…
Chinese growth rethought by the authorities
For many months, since its exit from confinement, the Chinese economy has been worrying. Its growth is weaker and it is worrying because without resolving the imbalance in the real…
The keys to the week of May 13, 2024
My point of attention: Europe is on the road to decarbonizing its electricity productionMy expectations this week: the US inflation rate for the month of April 7 themes this week=>…
Keys of the Week, March 11 2024
My point of attention: Countries in the South are driving growth in the EurozoneNext week’s update: US inflation rate Six themes this week =>What if inflation did not fall in…
The necessary German revival
Is the German model still the reference towards which Europeans wanted to move in the recent past? Not sure It rested on several pillars1– The Mittelstand at the heart of…
Bipolar, multipolar: what equilibrium for the world? (Part 3)
The world can no longer spontaneously fit into a bipolar framework, the two leaders are far from having the power of the United States and the USSR which dominated the Cold…
Bipolar, multipolar: what equilibrium for the world? (Part 2)
The world is now naturally multipolar because the two great powers, China and the United States, no longer have the economic means and military capabilities that the USA and the USSR had during the…