The global outlook in 8 graphs
In April, there are still a lot of questions related to the strength of the global economic activity for the coming months. Companies’ surveys in April from ISM and Markit…
Philippe Waechter's blog
My Macroeconomic column in 8 points: Will employment change the Fed's strategy?
The main issue this week was the US employment figure as it may change the Fed’s mind on monetary policy. Nevertheless, employment is not the only aspect to mention to…
My Macroeconomic column in 8 points (October the 26th)
Published in French on October the 26th – Data expected this week but already published are briefly discussed. 8 points to keep in mind this week to highlight the macroeconomic…
My Weekly Column – September the 28th
It was initially published in French here Different elements must be noticed this week to understand the macroeconomic outlook The first element is Janet Yellen’s speech. She talked one week…
My Weekly Column – September the 7th
Several issues this week The first point is the downward revision by the ECB of its GDP and inflation forecasts for 2015, 2016 and 2017. Three things to notice 1…
2 graphs to illustrate the poor economic outlook in China
The Markit/Caixin index was at 47.1 in August, its lowest level since March 2009. It’s another piece showing that the downturn of the Chinese economy is not over. That’s why…
Euro Area: Robust but not accelerating outlook (Markit surveys)
Since February 2015 the Markit synthetic index for the Euro Area remains at the same level. At the end of 2014 to February this year there was an acceleration of…
The shock on Greek activity has been brutal and violent in July
The Greek crisis, with its uncertainties related to the place of Greece within Europe and with the constraints associated to the banking sector shutdown since the beginning of July, has…