What to expect next week ? (July 1 – July 7, 2019)
Highlights The ISM index for the manufacturing sector (July 1) will be the main indicator in the coming week. The slowdown in the US business cycle may be confirmed in…
A dynamic and cyclical approach to the global economy
Highlights The ISM index for the manufacturing sector (July 1) will be the main indicator in the coming week. The slowdown in the US business cycle may be confirmed in…
Issues on inequality are more and more discussed. These questions were not mentioned when I was a student in the 80’s. They à re now part of the economic discussion…
The possibility of a 50 basis point interest rate cut by the US Federal Reserve is on everyone’s lips. The dots chart published at the end of the June 19…
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 Federal Reserve message is clear: 1- Macro data remain robust and expected inflation is low 2-Risks on the economic prospects are on the upside 3 – The Fed will…
In its monetary policy statement, the Fed says there is no reason to lower interest rates rapidly. Activity data are still robust and inflation remains moderate. Therefore, as long as…
In Sintra, at the ECB seminar, Mario Draghi stressed the risk on growth and the difficulties of converging to the inflation target (close but below 2%). If additional risks materialize…
The drop of the #ZEW survey increases the downside risk for the #German economy. It is linked with the rapid slowdown of the world trade. As no agreement is expected…
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