A very relevant column on the new stages of the trade war
This column, “The Case Is Only Growing for an Economic Forever War”, by Shawn Donnan, was posted on the Bloomberg website. President Donald Trump’s trade war with China has become…
Philippe Waechter's blog
What to expect this week? November 11 to 17, 2019
Highlights GDP growth for the third quarter in Germany (Nov.14) and the ZEW survey for November (Nov.12)The industrial contraction during the third quarter and the fragility seen on the services…
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…
Recession risks in the Euro Area, not yet in the US
Markit surveys for September show a slow momentum in the Euro area and in the US.The synthetic index for the Euro Area (weighted average of the manufacturing and non manufacturing…
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…
What to expect next week ? Sep. 2 to Sep. 8, 2019.
Highlights The global economy is slowing very rapidly and the world trade was contracting in June. To anticipate the immediate future on the economic activity, companies’ surveys are key. Next…
Some thoughts on Hong Kong
Massive demonstrations in Hong Kong have set inhabitants of the Chinese-controlled territory (handover on July 1, 1997) against the Chinese government, with 1.7 million people involved in demonstrations on August…
What to expect next week ? August 19 to August 25, 2019.
Highlights > Discussions on trade war between China and the US have been the main trigger for financial markets last week. It will continue as China is ready for retaliation.…