Keys of the week – 30 January 2023
Understand the macroeconomic events of the past week.The revival of the European cycle in spite of German fragility. The robustness of the French economy but a concern about real estate.…
A dynamic and cyclical approach to the global economy
Understand the macroeconomic events of the past week.The revival of the European cycle in spite of German fragility. The robustness of the French economy but a concern about real estate.…
The ECB, after Christine Lagarde’s remarks at the February 3 press conference, is following in the footsteps of the Fed. Like the US central bank, the ECB has changed its…
The day before the ECB meeting, the January 2022 inflation figure sheds light on the question of monetary policy. Should it be a little restrictive or should it maintain the…
Inflation stood at 5% in December and at 2.6% on average over the year 2021. The core inflation rate is at 2.6% over one year and at 1.5% on average.A…
At the central bank meetings this week, the change in tone and the measures announced have essentially reflected the end of macroeconomic catching-up. GDP has converged to a level equivalent…
Central bankers are meeting this week. The Fed will give its verdict on Wednesday while the ECB and Bank of England speak on Thursday.This series of meetings comes as inflation…
The new measures on containment / curfew will influence the momentum of the activity. The uncertainty will create a wait-and-see attitude. Nothing to do with the general containment of the…
The ECB has increased the size of the specific pandemic plan. The PEPP (Pandemic Emergency Purchase Program) which amount was 750 billion usable until December 2020 is increased to 1350…
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