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  • 20/11/2009 17h36 Société Générale : 47,43 € (-2,73%)
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Analysis

World consumption: emerging countries definitively taking the lead

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  World consumption: emerging countries definitively taking the lead
By Véronique Riches-Flores | Head of Thematic Research, Chief economist | 18/11/09
A cautious scenario suggests that emerging markets could account for more than 50% of global consumer demand growth out to 2015.
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Analysis

Oil in euros makes no major difference on its own

By Michala Marcussen | Head of Strategy and Economic Research, SGAM Paris | 06/11/09
« The only alternative today to pricing oil in dollars is to price it in euros. However, such a switch would in itself have a negligible impact. The real issues to consider are the currency policies of major oil exporters and major oil importers. »
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Analysis

Eurozone – Why recovery will not lead to rate hikes anytime soon

By Yvan Mamalet | economist at SGAM | 02/10/09
« We believe that tighter monetary policy is still a long way down the road despite the end of the period of GDP contraction and tumbling inflation. »
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Analysis

The US labor market has never been in such bad shape

By Didier Borowski | Economist at SGAM | 25/09/09
« Hopes of a "V-shaped recovery" accompanied by a rapid fall in unemployment are far too optimistic. »
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Analysis

Rebound in commodities: speculation or a leading economic indicator?

By Frédéric Lasserre | Global Head of Commodities Research, SG CIB | 10/09/09
« After plummeting by nearly 65% in the second half of 2008, commodity prices first stabilised in Q1 09 before rebounding spectacularly in Q2. »
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Analysis

Asia: time to build a new model

By Michala Marcussen | Head of Strategy and Economic Research, SGAM Paris | 02/09/09
« Some thought that decoupling would reduce the impact off the crisis on Asia. This overlooked that the Asian economies relied increasingly on the advanced economies. »
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