The keys of the week – March 18, 2024
My point of attention: the price of bitcoin beyond 70,000 USDExpected this week: the Fed meeting The pdf document is here Body 7 themes this week => What does the…
Philippe Waechter's blog
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.…
Keys of the week – January 9, 2023
Understand the macroeconomic events of the past week.Theme of the week: What new balance after the energy shock?
From Yesterday to Today – November 3 – France, its Public Deficit and the fragility of the Euro Area
The IMF suggests that France should revive its economy but also should plan a strategy to rebalance its public finances as soon as activity picks up. Its fear is a…
What to expect this week? November 4 to 10, 2019
Highlights The ISM global index (5) will be the major data this week. It is consistent with the GDP growth momentum and was particularly weak in September compared to what was…
What to expect this week: October 28 to November 3, 2019
Highlights The Fed’s meeting with a press conference and a press release on Wednesday. Two questions: are disagreements between FOMC members remain as high as in September ? Will the…
What to expect this week: October 14 to 20, 2019
Highlights Next Tuesday, the IMF will release its new forecasts. Comments are bearish, the global economic outlook will weaker than last spring or last July forecasts. In July, the world…
What to expect this week: Sept. 30 to October 6, 2019
The most important data of the week will be the US ISM survey for the manufacturing sector (October 1). It was at 49.1 in August down below the 50 threshold…