Consensus October 2015

⚠️Automatic translation pending review by an economist.

The issues being monitored by economists and strategists in Paris, Luxembourg, and Brussels focus on two points of consensus: (1) the effect of a rise in Fed rates on financial markets and emerging countries, and (2) the effect of the Chinese slowdown on global trade.

Macro Network consults economists in Paris, Geneva, Luxembourg, and Brussels to establish a European macroeconomic consensus on economic and financial risks.

The full version of the consensus is available by clicking on the links below:

French version

30/10/2015

L'auteur

BSI Economics

BSI Economics is a think tank on economics and finance, created in 2012, which helps to open up and improve debates by providing decision-makers and citizens with independent reflections on new economic and financial trends. BSI Economics puts its multi-thematic contributions at the service of public debate by calling on a diverse network of collaborators made up of central bankers, regulators, conjuncturists, researchers, sector specialists and economic strategists.

Plus d’analyses

BFM Business – Victor Lequillerier on the budget and pension reform in France, the Fed’s choices, and the internationalization of the yuan (interview).

Consensus October 2015

L'auteur

BSI Economics

Plus d’analyses

BFM Business – Victor Lequillerier on the budget and pension reform in France, the Fed’s choices, and the internationalization of the yuan (interview).

BFM Business – Julien Moussavi on the China/US trade war and expectations of a Fed rate cut (Interview).

La Tribune – Mathieu Obertelli on real estate prices (Interview)

BFM Bourse – Paul Chollet on Franco-German bond spreads and the budget deadlock in the United States (Interview).

BFM TV – Adrien Tenne on the Fed’s monetary policy and the challenges surrounding its independence (Interview)

Le Monde – The Fed’s independence and credibility under threat more than ever (Opinion piece)

Killer Chart: French debt in investors’ sights

Anthony Morlet Lavidalie in the media on inflation in the eurozone and the annual Sintra forum, among other topics (Interview)

Les Echos – The ECB retains leverage despite pausing rate cuts (Opinion piece)

When international crises reshuffle the supply chain deck (Event)

The unexpected allies of reindustrialization (Opinion piece)

BFM Bourse – Paul Chollet on growth forecasts, European household confidence, and gold (Interview)

BFM Business – Julien Moussavi on Donald Trump’s strategy and pressure from Japanese and Chinese creditors (Interview)

RMC – Anthony Morlet-Lavidalie on a potential European response to US tariffs (Interview)

Resilience, Slowdown, Recession: Which R for the United States? (Opinion piece)

Hervé Amourda on falling interest rates (ECB) and inflation (Interview)

Hervé Amourda and Anthony Morlet Lavidalie on the trade war initiated by Donald Trump (Interview)

BFM Business – Julien Moussavi on the impact of AI on macroeconomic outlook (Interview)

CGTN – Anthony Morlet-Lavidalie on the impact of the euro’s decline against the dollar on international trade (Interview)

China vs. the United States: an additional cost for European derisking (Les Echos opinion piece)

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