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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 1 min

Keys of the week – 30 January 2023

  • 30 January 2023
  • News & Chronicles

Philippe Waechter

Understand the macroeconomic events of the past week.The revival of the European cycle in spite of German fragility. The robustness of the French economy but a concern about real estate.…

READ
  • Business Cycle
  • ECB
  • Euro Area
  • Federal Reserve
  • Inflation
  • Monetary Policy
  • SP Global
  • Spain
  • USA
  • 1 min

Keys of the week – 23 January 2023

  • 25 January 2023
  • News & Chronicles

Philippe Waechter

Understand the macroeconomic events of the past week.Risk of recession in Europe, real estate in the US with a downside risk and gold price which follows an irrational trajectory

READ
  • Business Cycle
  • China
  • EuroAera
  • Gold Price
  • Inflation
  • Recession

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  • 1 min

Keys of the Week – January 16, 2023

  • 16 January 2023
  • News & Chronicles

Philippe Waechter

Understand the macroeconomic events of the past week.US inflation, wages in Europe, industrial production in Europe and inflation and foreign trade in China

READ
  • China
  • Eurozone
  • Industrial Production
  • Inflation
  • Trade Balances
  • US
  • Wages
  • 1 min

Keys of the week – January 9, 2023

  • 12 January 2023
  • News & Chronicles

Philippe Waechter

Understand the macroeconomic events of the past week.Theme of the week: What new balance after the energy shock?

READ
  • Business Cycle
  • Euro Area
  • Inflation
  • Real Income
  • Terms of Trade
  • USA
  • 1 min

The Euro Area creates more jobs than in the US. Is it efficient ? What about France and its specific labor market ?

  • 19 August 2022
  • Euro Area

Philippe Waechter

Employment is growing in the Eurozone and activity is growing rapidly despite the crisis in Ukraine. However, the room for manœuvre in the management of the economy is limited. Very…

READ
  • Employment
  • GDP
  • Labor Market
  • Productivity
  • Vacancy rates
  • 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…

READ
  • Central Banks
  • Inflation
  • Interest Rates
  • 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…

READ
  • Growth
  • Spain
  • Tourism
  • 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…

READ
  • Central Banks
  • Inflation
  • Inflation expectations
  • Yield Curve

Philippe Waechter

4 days ago

L’inflation, en zone Euro, ralentit plus vite qu’attendu en janvier 2023 mais la BCE restera restrictive t.co/J0ctqEppLX via @phil_waechter

Philippe Waechter

4 days ago

RT @fsaraceno: EU fiscal heavens in one chart

Philippe Waechter

4 days ago

Inflation, la #Fed et la #BCE Le graphe compare le taux d’intervention de chacune des banques centrales avec le taux d’#inflation sous jacent. On peut pas envisager un changement de cap aux USA puisque le taux réel va devenir positif ce soir après la hausse attendue (50?).

Philippe Waechter

4 days ago

L'inflation en zone Euro s'inscrit à 8.5% en janvier 2023. Le chiffre reste élevé mais a surpris à la baisse. Il était plutôt attendu à 9% après 9.2% en décembre. L'analyse des contributions montre que la tendance baissière est toujours donnée par le prix de l'énergie

Philippe Waechter

5 days ago

RT @phil_waechter: Keys of the week – 30 January 2023 t.co/l7KsNh7Hj7 #BusinessCycle #US #FederalReserve #Spain #France t.c…

Philippe Waechter

5 days ago

RT @phil_waechter: Les clefs de la semaine – 30 Janvier 2023 t.co/LD7yhIQry2 #marchedutravail #SPGlobal #IFO #Insee #climatdesaffai…
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