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…
A dynamic and cyclical approach to the global economy
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…
The main consequence of Tuesday’s British parliamentary vote is that Theresa May is now out of the game. The power is now in parliament and the European Commission. The vote…
World trade is slowing down sharply. In the last quarter of 2018 compared to the last quarter of 2017, trade is now up only 1.5% against 3.9% in October. The…
First step the 5yr-2yr spread is now null before being negative with the Fed tightening. Then the 10yr-2yr will flatten before being negative for the same reason. This has always…
World trade figures issued by the Dutch institute CPB have been published for the month of August. Year-on-year, the improvement observed that has started in June has been extended to…
Elections in Brazil, on October 7, will probably change the characteristics of democracy. The election of Bolsonaro would amplify the populist wave seen with Trump, Orban, Conte, Duterte or Erdogan.…
This is an addendum to my yesterday’s post on Greece. What do we have to keep in mind after the agreement (see the press release here) This agreement is the…
Eurozone governments have brokered a long-awaited debt relief deal for Greece, pushing back repayment deadlines on almost €100bn of bailout loans as the country prepares to exit its era of…
Input your search keywords and press Enter.