What to expect next week ? (June 17 – June 21, 2019)
Highlights The main focus this week will be the Fed’s meeting. I don’t expect a announcement for a rapid drop in the Fed’s rate. The Fed must show its independence…
A dynamic and cyclical approach to the global economy
Highlights The main focus this week will be the Fed’s meeting. I don’t expect a announcement for a rapid drop in the Fed’s rate. The Fed must show its independence…
French employment is growing rapidly. 92 800 jobs have been added during the 1st quarter 2019. It’s more than the most optimistic forecasts and this figure is close to those…
Highlights Chinese trade figures, industrial production and retail sales for May are key to see how China cushions the negative international trade shock. Weak number would imply new measures to…
We may be wrong about the #BCE. We would like it to be active and reactive while it is posed and a little languid. Maybe this is on purpose to…
Mario Draghi said the ECB was ready to act if necessary. But there is something I don’t understand: the ECB revised down its forecasts for growth and for inflation for…
Capex dynamics in the OECD remains a source of concern after German capital good orders were published
The document contains in two pages the main articulations of global macro dynamics as I see them.The document is available here Macro-2Pagers-Scenario-June 4 2019
The Fed seems open to lower its main rate in September #recession #usmonetarypolicy #FederalReserve #interestrates
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