Christophe Barraud🛢🐳
🇫🇷 Chief Economist, Strategist | PhD | Bloomberg Top Forecaster of the 🇺🇸 (2012-2020), 🇪🇺 (2015-2019) and 🇨🇳 Economy (2017-2020) | RT ≠ endorsement
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🇺🇸 #Fed | From #Inflation (Now) To #Deflation Fears (In Late 2023) *A bit provocative I know but leading indicators suggest that CPI YoY will normalize quickly in the coming month...
🇨🇳 Xi Jinping hails ‘people’s war’ against #Covid as he opens Communist party congress – FT https://t.co/xFqu4k6tI4
🌎 🇰🇷 (1/4) Signs of recession are gaining traction with #semiconductor sector (usually a leading indicator) being under pressure. Last week, data showed #SouthKorea’s semiconducto...
🇺🇸 (1/6) | Key signals to expect a #Recession: I/ Economic Leading Indicators II/ Financial Indicators III/ Big Tech Moves regarding Staff ➡ Summary: All signals are flashing red...
🇺🇸 (1/10) | As I already warned several times, the #housing #recession has gained traction since July as prices started dropping ⬇ https://t.co/FruB4aW3JL
🇺🇸 #Meta Quietly Reduces Staff in Cost-Cutting Push - WSJ *Facebook parent is looking to reduce costs by at least 10%⚠, people familiar with the plans said, while Google has requir...
🇺🇸 #JacksonHole | Since July #Fed meeting, data point to GDP weakness, housing recession, inflation peak but also lower unemployment rate 1/ GDP: Towards downward revisions *GDP f...
🇺🇸 #Inflation (1) | I still believe that CPI YoY peaked on a YoY basis in June. As my friend @AndreasSteno noted, financial indicators point to the same conclusion. https://t.co/k...
🇨🇳 #China’s State Council approved a plan late last week to set up a real estate fund to provide financial support to 12 developers and a few new distressed developers that were re...
🇪🇺 Bonds spike boosted by weak PMIs in #France and #Germany (🇯🇵 also disappointed). Inflation components point to some moderation especially in 🇩🇪 where “Similar to input prices, a...