Alors que le nombre d’infections s’envole, la reprise économique européenne est de nouveau remise en question. A quoi peut-on s’attendre? Charlotte de Montpellier analyse la situation et explique les possibles conséquences économiques de cette nouvelle vague.

The French business climate indicator paints a very favourable picture of the country's economic situation, but does not take into account recent geopolitical tensions which will likely have a negative effect on business sentiment, says Charlotte de Montpellier think.ing.com/snaps/france-b…

.Charlotte de Montpellier explains why inflation in France 🇫🇷 is lower than in the rest of Europe think.ing.com/articles/franc…

The Swiss National Bank will likely maintain its 'wait-and-see' stance until the impact of the Ukrainian conflict on the economy and markets is clearer, writes Charlotte de Montpellier think.ing.com/articles/switz…

🇨🇭 The Swiss National Bank is in a relatively comfortable situation, with inflation at just 2.2% compared to 5.9% in the eurozone and 7.9% in the US. At the moment, its job seems much easier than that of the other central banks, says Charlotte de Montpellier think.ing.com/articles/monet…

Markets are getting a little nervous ahead of France's first-round election vote this weekend. Here's why think.ing.com/articles/presi…

Belgians cut back on spending to cope with inflation | Article | ING Think - Faced with inflation, Belgian consumers are adapting their behaviour by reducing their spending, saving less and reducing the heating of their homes. These… think.ing.com/articles/belgi…

Despite all the talks about "third round" in France, a majority for Macron looks very likely

The French GDP figures are even worse than they appear. Without the positive contribution of inventories, the economy would shrink sharply as domestic demand falls think.ing.com/snaps/french-g…

French inflation increased again in April and has not peaked yet. The risk of stagflation is becoming more concrete every day. think.ing.com/snaps/french-i…

Even though inflation in Germany is higher than in France (7.8% vs 5.4% in April), the French mention inflation more on twitter than the Germans. Maybe another illustration of the concern of the French, which weighs on household consumption and ultimately on economic growth?

🇫🇷 We believe the French economy is currently in recession and we are revising down our growth forecast for 2022. Charlotte de Montpellier provides the detail: think.ing.com/snaps/the-fren…

🎧 Les banques centrales augmentent leurs taux. Cela suffira-t-il à freiner l’inflation ? Y-a-t’ il un risque de récession ? Charlotte de Montpellier nous explique les différentes manières dont la politique monétaire peut impacter l'inflation. 👉 ing.be/fr/retail/my-n…

While there is still a chance that the French economy will escape recession in the spring of 2022, the outlook for the winter of 2022-23 is much bleaker. Charlotte de Montpellier explains why: think.ing.com/snaps/france-m…

France escapes recession for the moment (Q2 GDP +0.5% qoq after -0.2%), thanks to tourism! But domestic demand remains weak and consumption continues to fall. A recession is our base case for this winter. insee.fr/fr/statistique…

A lire absolument : une synthèse lumineuse par Jean Pisani-Ferry et Selma Mahfouz des conséquences de la transition climatique pour l’activité, l’emploi, les finances publiques et l’inflation. Des mécanismes qui devront désormais être au cœur du débat de politique économique.

French GDP grew by 0.1% quarter-on-quarter in the fourth quarter, a weaker figure than in the third quarter (+0.2%) but one that allows the French economy to escape recession, at least for the moment. Charlotte de Montpellier reports here: think.ing.com/snaps/france-e…

February data indicate that French inflation has still not peaked. Ultimately, says Charlotte de Montpellier, the French economy is likely to remain weak throughout 2023, but also in 2024. We expect growth of 0.7% both in 2023 and 2024. think.ing.com/snaps/france-i…

The SNB seems to consider that the events linked to Credit Suisse + the threats to financial stability can be managed with other instruments than interest rates, such as liquidity provision. Charlotte de Montpellier looks at today's 50bp rate hike in more detail: think.ing.com/snaps/snb-stan…

Fear not! The rise in inflation in France is not an indication that other countries in Europe will follow. Inflation in France is being driven by rising energy costs. Because of the tariff shield and fuel price rebates, energy prices rose less dramatically in France than in