Keys of the Week, March 11 2024
My point of attention: Countries in the South are driving growth in the EurozoneNext week’s update: US inflation rate Six themes this week =>What if inflation did not fall in…
A dynamic and cyclical approach to the global economy
My point of attention: Countries in the South are driving growth in the EurozoneNext week’s update: US inflation rate Six themes this week =>What if inflation did not fall in…
New regime change on the debt market, inflation and long-term interest rates are now on an equal footing. A little over two years ago, investors had to successively face a…
Wage dynamics are changing within the Eurozone. In September, the increase in the salary rate, as measured by the job search site Indeed, was only 3.6% compared to 5.1% at the…
The price of oil, at 92 dollars yesterday, is increasing and could quickly approach 100 dollars per barrel which is the average price observed over the whole of 2022. What is the dynamic behind…
Energy Transition and Industrial PolicyIndustrial policy is once again at the center of economic policy debates. This reflects both the consequences of the pandemic and the lack of room for…
Understand the macroeconomic events of the past week.The revival of the European cycle in spite of German fragility. The robustness of the French economy but a concern about real estate.…
The slowdown in growth and the very low inflation in China will lead to the implementation of a very accommodating monetary policy. This has already started and will continue throughout…
At Jackson Hole, Jay Powell, the Federal Reserve Bank president, spoke of the new Federal Reserve monetary policy. The Fed will target long run inflation at 2%. On the long…
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