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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 4 min

The ECB new strategy

  • 10 June 2022
  • Euro Area

Philippe Waechter

The ECB is changing course. With its interest rate hike scheduled for 21 July, the ECB is putting an end to a long period of very low and stable interest…
  • Central Banks
  • Inflation
  • Interest Rates
READ
  • 1 min

The return of the missing link in Spanish growth

  • 24 May 2022
  • Euro Area

Philippe Waechter

Activity in Spain has been severely penalized by the pandemic. Tourists stayed home and the economy suffered. In April, the dynamics are changing giving Spain back the ability to recover…
  • Growth
  • Spain
  • Tourism
READ

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  • 2 min

Inflation risk wins over investors

  • 16 March 2022
  • Monetary Policy

Philippe Waechter

Twenty days after the invasion of Ukraine by Russia, the risk of inflation takes precedence over the risk of slowing activity in the perception of investors.At her press conference, Christine…
  • Central Banks
  • Inflation
  • Inflation expectations
  • Yield Curve
READ
  • 2 min

Inflation is accelerating in the Eurozone, it’s not over

  • 2 March 2022
  • Euro Area

Philippe Waechter

The inflation rate in the Euro zone stood at 5.8% in February 2022 against 5.1% in January.The underlying inflation rate stood at 2.7% against 2.3% the previous month.The inflation overhang…
  • Commodity Prices
  • Inflation
  • Ukraine
READ
  • 5 min

Russian aggression on Ukraine – Stagflation in Europe and the impact of sanctions

  • 28 February 2022
  • Politics & Society

Philippe Waechter

The stagflation risk in Europe In Western countries, there is renewed risk of stagflation. Uncertainty related to the conflict could lead to delayed investment or consumption expenditures weighing on the…
  • Central Banks
  • Inflation
  • Ruble
  • Russia
  • Sanctions
  • Ukraine
READ
  • 1 min

Employment is on the rise in the Eurozone but productivity is a drag

  • 15 February 2022
  • Euro Area

Philippe Waechter

Employment in the Eurozone increased by 0.5% in the last quarter of 2021. Over one year, it increased by 2.1%. The level of employment is now higher than that seen…
  • Employment
  • Productivity
  • Wages
READ
  • 4 min

Should the ECB become aggressive?

  • 9 February 2022
  • Euro Area

Philippe Waechter

The ECB, after Christine Lagarde’s remarks at the February 3 press conference, is following in the footsteps of the Fed. Like the US central bank, the ECB has changed its…
  • ECB
  • Energy price
  • Federal Reserve
  • Inflation
READ
  • 3 min

2 remarks on Monetary Policy

  • 4 February 2022
  • Monetary Policy

Philippe Waechter

The Bank of England raised its benchmark interest rate by 25 basis points to 0.5%. The trend is still bullish for the next meeting since 4 members of the monetary…
  • Central Banks
  • Energy price
  • Inflation
READ

Philippe Waechter

1 day ago

RT @isabellemonnin: [Tentative] j’ai raconté dans @libe comment @LColissimo a perdu un objet cher à ma famille, un cube en plastique assez…

Philippe Waechter

1 week ago

RT @phil_waechter: Retour de vacances – Que retenir du mois de juillet ? t.co/AbrdP54u3i via @phil_waechter

Philippe Waechter

1 week ago

Ne vous laissez pas berner par les discours du « c’est normal c’est l’été ». Un été chaud dans le climat d’avant c’est un été pourri aujourd’hui. Un été normal d’avant on aura de la chance si on en revoit quelques uns mais il y aura des suicides dans les offices de tourisme.

Philippe Waechter

1 week ago

Retour de vacances – Que retenir du mois de juillet ? t.co/AbrdP54u3i via @phil_waechter

Philippe Waechter

1 week ago

En avril 2021, la vive hausse de l'inflation US traduisait une demande excessive de biens (auto,biens durables,..) et la hausse brutale de leurs prix. Les tensions étaient perceptibles à toutes les étapes du processus de production, des matières premières aux délais de livraisons

Philippe Waechter

1 week ago

RT @phil_waechter: Dans les chiffres du PIB en France, en Espagne et en Italie, il a été noté la forte contribution du tourisme. Le graphe…
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