The global coming recession (What to expect this week)
The supply value chain is broken as a consequence of the Chinese containment. The recovery is slow and the epidemic is not over. Therefore, the global production will decrease. That’s…
A dynamic and cyclical approach to the global economy
The supply value chain is broken as a consequence of the Chinese containment. The recovery is slow and the epidemic is not over. Therefore, the global production will decrease. That’s…
Distortions on the US yield curve will force the Fed to reduce its rate at least one more time All the US rates are down, reaching unprecedented levels. Last Tuesday,…
Will the ECB follow the Federal Reserve. Will it slash its main interest rates ? The answer is a clear no. The US 10 year interest rate dropped dramatically in…
By slashing its benchmark interest rate by 50bp, the US Federal Reserve indicates its long term pessimism. The graph shows that before the move, all the US interest rates were…
UK leaving the EU, Federal Reserve, US GDP, Euro Area GDP, French GDP, IFO, ECB, Coronavirus Highlights The UK will leave the European Union next Friday. It’s sad news for…
The absence of inflation gives additional margins in the event of a negative shock. The Fed is in a comfortable position The Fed is optimistic about the profile of the…
UK general elections, Christine Lagarde first monetary policy meeting, the Fed pauses, ECB and Fed’s forecasts, German external trade, Chinese CPI Highlights The main point will be the UK general…
HighlightsMinutes of the last Fed’s meeting (Nov. 20) and of the last ECB’s meeting (Nov.21)The Fed’s minutes will reveal the discussions on the drop of the Fed’s benchmark rate but…
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