What to expect this week: Sept. 30 to October 6, 2019
The most important data of the week will be the US ISM survey for the manufacturing sector (October 1). It was at 49.1 in August down below the 50 threshold…
A dynamic and cyclical approach to the global economy
The most important data of the week will be the US ISM survey for the manufacturing sector (October 1). It was at 49.1 in August down below the 50 threshold…
Highlights The global economy is slowing very rapidly and the world trade was contracting in June. To anticipate the immediate future on the economic activity, companies’ surveys are key. Next…
Highlights > Discussions on trade war between China and the US have been the main trigger for financial markets last week. It will continue as China is ready for retaliation.…
The first point is the rapid slowdown in manufacturing activity in Asia. It is contracting in the 4 major countries, from China to Japan, South Korea and Taiwan. The movement…
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…
Comments on May #Markit Surveys are minimizing the impact of the trade war. But May’s new feature is that US new export orders are turning negative.They are all down &…
The ECB will not start the normalization of its monetary policy in 2019. The interest rate level will remain stable, my bet is that the refi rate and the deposit…
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