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 ? December 2 to 8, 2019
Christine Lagarde at the European Parliament on December the 2nd. Markit and ISM surveys, German industrial orders, the Chinese external trade and US employment. The COP 25 in Spain. Highlights…
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 next week ? August 26 to September 1, 2019.
Highlights > GDP figures for the second quarter in the US (29), Germany (27), Italy (30) and France (29) will give details on the composition of growth in all these…
US-Chinese tension makes for a fascinating time in history
Donald Trump’s tweets on May 5 fueled tension between China and the US, dramatically triggering renewed speculation on the conditions of any fresh trade deal. China retaliated to fresh US…
The US labor market momentum
I follow this graphic step by step. The change in trend on the Jolts’ survey reflects that found in the Conference Board survey. The job market may be changing in…
Reversal of the US labor market ?
The labor market indicator in the Conference Board household survey changed trend in March. It is always easy to find a job but the indicator is now on the downside.Given…