An enduring crisis (part 1)
The world was thrown into disarray by the financial crisis in 2008 as it was forcibly pushed out of its previous very definite state, with its own momentum and its…
Philippe Waechter's blog
Some thoughts on Hong Kong
Massive demonstrations in Hong Kong have set inhabitants of the Chinese-controlled territory (handover on July 1, 1997) against the Chinese government, with 1.7 million people involved in demonstrations on August…
What to expect next week ? August 19 to August 25, 2019.
Highlights > Discussions on trade war between China and the US have been the main trigger for financial markets last week. It will continue as China is ready for retaliation.…
What to expect next week ? (July 15 – July 21, 2019)
Highlights > The Chinese GDP growth number for the second quarter (July 15). During the first three months of the year growth was at 6.4% It should be lower as…
What to expect next week ? (July 8 – July 14, 2019)
Highlights External trade for Germany is the statistics I will focus on this week (July 8). Since the beginning of the year, real exports are slowing down as a consequence…
What to expect next week ?
Highlights Chinese trade figures, industrial production and retail sales for May are key to see how China cushions the negative international trade shock. Weak number would imply new measures to…
US-Chinese tension makes for a fascinating time in history
Donald Trump’s tweets on May 5 fueled tension between China and the US, dramatically triggering renewed speculation on the conditions of any fresh trade deal. China retaliated to fresh US…
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…