The ECB and Inflation
The European Central Bank is meeting today. In her press conference, Christine Lagarde will clarify the ECB’s position on the crisis stemming from the conflict in Iran. She will also…
Philippe Waechter's blog
Conflict, Energy and Inflation
The Middle East conflict between Israel and the United States on one side and Iran on the other has caused energy prices to surge. Everyone then recalled what happened in…
China and the Eurozone Asymmetrical competition?
A major challenge for the European cycle will be the confrontation with Chinese products. For what ? 1- China is redeploying its activity and will continue to use its exports…
Inflation is not a monetary phenomenon
Inflation stories are all different. While price increases are tending to normalize in the Eurozone and the United States, China is on the verge of becoming deflationary, and Japan, long…
Keys for the week of February 3, 2025
Published on Wednesday To be noticed this week The appearance of GDP in the EurozoneExpected this weak US Employment in January The situation of the week=>What dynamics are seen in the French…
A somewhat empty framework for the ECB’s monetary policy
During the Michel Camdessus Conference held at the IMF on September 20, Christine Lagarde returned to the mechanisms of transmission of monetary policy in a troubled period.The message is that…
The keys to the week of May 13, 2024
My point of attention: Europe is on the road to decarbonizing its electricity productionMy expectations this week: the US inflation rate for the month of April 7 themes this week=>…
The keys of the week – March 18, 2024
My point of attention: the price of bitcoin beyond 70,000 USDExpected this week: the Fed meeting The pdf document is here Body 7 themes this week => What does the…