Report
Denis Ferrand
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Synthèse conjoncturelle : le consensus sur la remontée des taux de la Fed se lézarde

Le consensus autour d'une hausse en trois temps des taux de la Fed en 2017 semble faiblir, notamment au vu des derniers indicateurs américains d'anticipations d'inflation et d'inflation.

Au niveau mondial également, l'hypothèse d'une "reflation", très présente fin 2016-début 2017, perd un peu de sa pertinence même si le cours du Brent est repassé au dessus de 50$ le baril.

Enfin, l’accélération attendue de la croissance mondiale est plutôt infirmée par les indicateurs d’activité. Ces derniers témoignent d'une modération de l'activité en Chine et d'un rebond amorti aux Etat-Unis ; ils restent hésitants en zone euro malgré des enquêtes favorables.

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Coe-Rexecode
Coe-Rexecode

 
Coe-Rexecode is a french macroeconomic research institute created in 1957.  Missions of Coe-Rexecode are twofold:

(1) Global business cycle analysis and forecasts of macroeconomic trends

We are devoted to the analysis of the worldwide economic situation, for the benefit of our clients :  firms of the industrial and financial services sectors, employer federations and public organizations. Our macroeconomic research is produced and delivered by our own staff of economists, with proven experience in macroeconomic analysis and forecasting. They are assisted by a team of statisticians and documentalists. Our services:

  • Analysis of economic conditions in the major developed and emerging economies,
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Denis Ferrand

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