Chine : des mauvais chiffres qui ne condamnent pas la croissance (Tribune)

China: Poor Economic Data Doesn’t Spell the End for Growth (Op-Ed)

Photo by Insaanu Studio on PexelsRead the op-ed by Victor Lequillerier, President and economist at BSI Economics, published in Les Echos on the topic of China’s economic growth. “It’s become a familiar pattern: every summer, China’s economic data disappoints. The economic indicators for July…”

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Chine : des mauvais chiffres qui ne condamnent pas la croissance (Tribune)

China: Poor Economic Data Doesn’t Spell the End for Growth (Op-Ed)

Photo by Insaanu Studio on PexelsRead the op-ed by Victor Lequillerier, President and economist at BSI Economics, published in Les Echos on the topic of China’s economic growth. “It’s become a familiar pattern: every summer, China’s economic data disappoints. The economic indicators for July…”

...

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Chine : des mauvais chiffres qui ne condamnent pas la croissance (Tribune)

China: Poor Economic Data Doesn’t Spell the End for Growth (Op-Ed)

Photo by Insaanu Studio on PexelsRead the op-ed by Victor Lequillerier, President and economist at BSI Economics, published in Les Echos on the topic of China’s economic growth. “It’s become a familiar pattern: every summer, China’s economic data disappoints. The economic indicators for July…”

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Our latest analyses

Etats-Unis, ça twist ? (Note)

United States, is anyone dancing the twist? (Note)

Summary: Despite interventions by the U.S. Treasury in recent months, long-term rates are rising in the United States, against a backdrop of inflation above the Fed’s target and deteriorating public finances. The Fed could intervene via a “Twist” operation to compress the term premium and thereby attempt to lower long-term rates. The Fed would have significant room to maneuver, as its large holdings of short-term government bonds (nearly $1.7 trillion) also provide a signal capable of convincing the markets of its determination to alter the trajectory of long-term rates.

BFM Business – Victor Lequillerier on the Fed and Jackson Hole

Victor Lequillerier, President of BSI Economics, was interviewed by Guillaume Sommerer on August 25, 2026, on BFM Business to discuss bond market tensions in the United States, including the possibility of a “Twist” operation, as well as expectations surrounding Kevin Warsh’s remarks at…

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