2018 – Strong expectations in a world that has changed
The year ahead gives us a number of reasons to be optimistic that I would like to share with you. World trade has taken an upturn, oil prices remain reasonable,…
Philippe Waechter's blog
Economic Outlook – September 2016
The Economic Outlook issue for September 2016 is now available Economic-Outlook-September-2016
Economic Outlook – July 2016
The Economic Outlook issue for July 2016 is now available Economic Outlook – July 2016
Economic Outlook – May 2016
Economic Outlook for May 2016 can be found here Economic Outlook – May 2016
What macroeconomic dynamics after the attacks in France?
Will the recovery of the French economy be undermined by the murderous attacks in Paris on November 13? Beyond the dramatic aspects and explanations that are not directly our responsibility,…
Video – Interview – Philippe Berthelot on the Credit Market – Financial Times
My very good friend Philippe Berthelot gave an interview to the Financial Times on the credit market : Accurate and Relevant Click on the link http://video.ft.com/4554203583001/Bond-markets-offer-cheap-opportunity/Markets
Economic Outlook – September 2015
You will find enclosed my document on the Economic Outlook-September 2015
Landmarks on Euro area growth in the first quarter
Growth figures in the Euro Area have been pretty good during the first quarter. The trend has dramatically accelerated in Spain, France is out of a long period of very…