Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 9 min

Growth in the US, Germany and France, recession in Japan Coming this week (Feb.24 – March 1) With the coronavirus, the non V-shape scenario for the global economy- (What to keep in mind from last week)

Philippe Waechter

GDP growth momentum in the US, Germany and France. Japanese industrial activity, IFO in Germany and Climat des Affaires in France.Coronavirus and Markit Surveys Highlights —GDP estimates for the fourth…
READ
  • 4 min

Markit surveys, ZEW and UK labor market and retail sales for the coming week – The low growth momentum in Europe, the negative supply shock in China and the disinflation in the US in 2020 (from last week)

Philippe Waechter

Markit surveys in the EA, UK, Japan and US for February, ZEW in Germany, Retail sales in the UK The PMI Markit survey for February (flash estimate for Japan, Euro…
READ
  • 4 min

Baltic Dry Index, Trade war and Coronavirus Coming this week (Feb.3 – Feb.9) and Brexit and weak business cycle What to keep in mind from last week (Jan. 27 – Feb.2)

Philippe Waechter

Baltic Dry Index and Trade War, Coronavirus, US Employment, Business Surveys and German Orders – Coming this week (Feb3-Feb9) – Brexit, US GDP and US Euro Area – What to…
READ

Philippe Waechter

2 hours ago

RT @S_Stantcheva: What should be the goal of a "good" health insurance system? When left to write freely, the main goal that comes to peopl…
Subscribe to the newsletter

ABOUT PHILIPPE WAECHTER
ABOUT OSTRUM AM
FOLLOW ME ON
EXTERNAL LINKS
©Ostrum AM 2019