While some aspects of the new US administration’s program could boost investor optimism, others are likely to have a negative …
Category: Expertise
Economic outlook – September 2023
The US economy has proven remarkably resilient since it displayed signs of deterioration last spring, and the pace of inflation …
United States: can growth withstand a steeply negative credit impulse?
Chart of the Week
Credit impulse is a concept first introduced by Michael Biggs following the 2008 financial crisis. At …
Eurozone: No rebound in retail sales
Chart of the Week
After having fallen sharply since the spring of 2022, retail sales excluding cars remained flat in …
Europe: renewed pressure on gas prices
Chart of the Week
Having reached heights of over €300/MWh in August 2022, European month-ahead gas prices tumbled back to …
Semiconductors: driving artificial intelligence
Chart of the Week
Since its low point reached in October 2022, the Philadelphia Semiconductor Index, made up of the …
