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
Bipolar, multipolar: what equilibrium for the world? (Part 3)
The world can no longer spontaneously fit into a bipolar framework, the two leaders are far from having the power of the United States and the USSR which dominated the Cold…
Bipolar, multipolar: what equilibrium for the world? (Part 2)
The world is now naturally multipolar because the two great powers, China and the United States, no longer have the economic means and military capabilities that the USA and the USSR had during the…
Bipolar, multipolar: what equilibrium for the world? (Part 1)
How is the world divided?The question has been asked since relations between China and the United States became strained while the Middle Kingdom gained economic and especially political power. Tensions…
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?
Coming this week (Jan 13-19) – What to keep in mind from last week ?
German growth, US Industrial Production, UK retail sales, Chinese external trade and industrial production, US Jolts, Retail sales and inflation rate in the US Highlights German GDP annual growth for…
Risk of global recession increases after Baghdad
Political tensions in the Middle East could translate into a permanently higher oil price, penalizing households’ purchasing power and weakening consumption, a major support for the global economy The year…