Recherche Macro. @FinCite Compte personnel
Joined December 2013
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1,961 Photos and videos
Nicolas Goetzmann retweeted
Excellent (voire fondamental) papier de @NicolasGoetzman dans @LesEchos. A lire avant la hausse de taux programmée : lesechos.fr/idees-debats/edi…
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Isabel Schnabel "Given the size and the persistence of the current shock, looking through is no longer an option in my view."
May 26
Incoming data increasingly suggest that the energy price shock is feeding into broader inflation developments, Executive Board member @Isabel_Schnabel tells @Reuters. Given the size and persistence of the shock, looking through is no longer an option.
ecb.europa.eu/press/inter/da…
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Germany — 7-year stagnation in core private domestic demand (real private domestic final purchases).
Q4’18 → Q4’25: 0.08%.
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« Chinese imports to the euro zone are up by 27% in volume terms since the start of 2024, with prices down by 8%, Panetta said, adding that this was driving down the price of goods exposed to Chinese competition »
reuters.com/world/china/ecbs…
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Nicolas Goetzmann retweeted
Feb 20
France and Germany are carving up the ECB: @LionelRALaurent & @marcusashworth bloomberg.com/opinion/articl… via @opinion
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While NGDP is above 8%, nominal PDFP is 6.2%—strong, but not exceptional, i.e. below Q2 2019, right when the Fed pivoted to cuts.
"The Federal Reserve has cut rates only a handful of times when nominal growth was greater than 8 per cent and most of those instances were in the 1970s." Richard Bernstein @RBAdvisors in the FT ft.com/content/94112b05-ac15…
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The Global Trade Effects of the AI Infrastructure Boom
"The U.S. leads globally in terms of the AI infrastructure build-out and planned investments, followed by China, with other economies, notably Europe, lagging"
federalreserve.gov/econres/n…
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Weak private demand is the core problem—tied to weak productivity (Draghi). Strip out the noise (Ireland’s MNE distortions, NGEU one-offs) and focus on the core euro area (FR DE): the ECB tightening cycle is hard to miss. Core private domestic demand is the adjustment margin.
The key shortfall is a sustained weakness in domestic demand. Since 1999 real private consumption in Germany has grown by less than 1% per year. Domestic investment remained subdued as well. This is mirrored in the sharp rise in Germany’s current account surplus. 15/20
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Feb 8
Quelqu'un comprend comme la BCE peut annoncer une charge de la dette à plus de 6 % du PIB (!) pour la France en 2034 ? 🧐
ecb.europa.eu/press/key/date…
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L'inflation en France continue de s'effondrer... divisée par 2 en 3 mois ! HICP est passé de 0,8% YoY en novembre à 0,4% YoY en janvier (1ère estimation)
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Nicolas Goetzmann retweeted
Feb 2
The day wouldn't be complete without another profound & insightful Kevin Warsh commentary. All kidding aside, Warsh's life is going to be very complicated and not just because of Trump.👇👇👇
omfif.org/2026/02/no-easy-an…
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Nicolas Goetzmann retweeted
Feb 2
New episode! Scott Sumner on Monetary Policy Confusion in Our Current Policy Debates
Scott lays out for @DavidBeckworth why people have been reversing the cause and effect of the eurozone crisis.
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Can This Man Save the Federal Reserve? politi.co/3LKgRYq via @politico
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Nicolas Goetzmann retweeted
20 Dec 2025
#Germany's attitude gives the impression that competition is no longer with #China, but within the eurozone itself: relative advantage is being built up vis-à-vis European partners, not vis-à-vis Beijing - @NicolasGoetzman op-ed @LesEchos
lesechos.fr/idees-debats/edi…
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Nicolas Goetzmann retweeted
19 Dec 2025
#FF
@LiveSquawk
@Fredgenta
@neilksethi
@VMRConstancio
@OliverRakau
@NCheron_bourse
@agnostoxxx
@fastrevealnews
@MikaelSarwe
@enlundm
@Newsquawk
@ForexLive
@dlacalle_IA
@vtchakarova
@AnilVohra1962
@GFXFTs
@Sino_Market
@fxmacro
@PiQSuite
@MikeZaccardi
@NicolasGoetzman
@Mayhem4Markets
@CryptoeconRyan
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Nicolas Goetzmann retweeted
18 Dec 2025
La réaction européenne se fait attendre. Encore une fois, la France est un peu seule...
lesechos.fr/monde/europe/la-…
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18 Dec 2025
Tribune pour Le Monde
L’économie française est soumise à la politique monétaire la plus restrictive du monde occidental
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Nicolas Goetzmann retweeted
17 Dec 2025
Europe is now as worried by China's growing surplus as the US -- maybe more so, as Trump tends to think only in bilateral terms.
This should be an opportunity for creative US international economic diplomacy ... but am not seeing it
16 Dec 2025
The U.S. Must Put Pressure on China to Let the Yuan Strengthen
Europe has borne the brunt of China’s ever-widening trade surplus. The U.S. should join in efforts to respond.
by @Brad_Setser
thewirechina.com/2025/12/14/…
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