What to expect this week ? December 16 to 22, 2019
Markit Surveys (Flash estimates for December), IFO survey, INSEE Climat des Affaires, the Italian Business Survey, the industrial production in China and in the US, Retail sales in China, Meeting…
Philippe Waechter's blog
What to expect this week: October 21 to 27, 2019
Highlights The ECB meeting (October 24) will be the most important event of the week.During last meeting, the ECB adopted a very accommodative monetary policy stance. This led to important discussions…
What to expect next week? September 23 to 29, 2019
Highlights Corporate surveys will highlight the business cycle foreseeable future. The IFO will be released on Tuesday 24 as will be the French Climat des Affaires. The French momentum is…
Is it just a cold for Germany ?
And what about #Germany ? Is it a cold or is it more than that ? At least a cold but with the White House thinking that the world is…
The shock in the manufacturing sector in Germany: IFO vs Markit
The modest rebound in the IFO index in March is sometimes interpreted as the counterpoint to the drop of the Markit index released last Friday.There is indeed an opposition in…
Germany and France on a slower momentum
According to companies’ survey in Germany and in France the economic activity was marginally down in August. German’s companies were a little more pessimistic for the 6 month period to…
Daily Column – IFO Rebound in November: is it sufficient?
Every morning I record a podcast in French (see here) on a specific topic. The text below is the translation of this morning podcast. After the rebound of the ZEW…
IFO in Germany – Positive Signals on Economic Activity in Q3
The IFO index for the month of August stood at 107.5. It is its highest level since April 2012 (in February 2013 the index was at 107.4). We see in…