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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 248 views

Fed: When will rates be on the upside? It depends

  • 19 June 2014
  • Monetary Policy

Philippe Waechter

Janet Yellen said nothing unexpected at the press conference following the meeting of the Monetary Policy Committee of the Fed. Forecasts for growth and inflation were adjusted and the amount…

READ
  • Federal Reserve
  • 268 views

Economic Outlook – June 2014

  • 18 June 2014
  • Actus & Chroniques

Philippe Waechter

You will find my Economic Outlook for June 2014 in the tag “Economic Outlook” above or by following the link – http://wp.me/P3O9DQ-yR

READ
  • China
  • ECB
  • Euro Area
  • Federal Reserve
  • Inflation
  • United States
  • 276 views

Robert J. Gordon and Joel Mokyr on Technology and Growth

  • 16 June 2014
  • Growth

Philippe Waechter

If you are curious then spend 5 minutes to read this discussion between Robert Gordon (see here) and Joel Mokyr (see here). The first considers that everything that is essential…

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  • Innovation
  • Joel Mokyr
  • RJ Gordon
  • Technology
  • 295 views

In the first quarter, the Fed’s balance sheet was larger than that of the ECB

  • 15 June 2014
  • Euro Area

Philippe Waechter

During the first quarter, the Fed’s balance sheet became larger than that of the ECB. Each balance sheet is now close to 23% of its respective nominal GDP. The chart…

READ
  • ECB
  • Euro
  • Federal Reserve
  • 181 views

France is late to take the bandwagon of the recovery: in 2 charts

  • 10 June 2014
  • France

Philippe Waechter

The first chart compares industrial production’s profiles in Europe. It shows the main Euro Area countries plus the United Kingdom. With the exception of Italy for which economic outlook is…

READ
  • Economic Outlook
  • Industrial Production
  • 225 views

Core Inflation rate is lower now in the Eurozone – Worrisome

  • 10 June 2014

    Philippe Waechter

    Usually the low inflation rate in the Euro Area is explained by low and downward trending commodity prices. It’s easy to think that the risk of deflation comes from outside.…

    READ
    • 235 views

    Internal Demand Momentum – Euro Area versus USA

    • 9 June 2014
    • Euro Area

    Philippe Waechter

    In my previous post (here), I mentioned internal demand momentum in the Euro Area and in the United States. The chart below shows internal demand profile for both country or…

    READ
    • Internal Demand
    • Monetary Policy
    • 301 views

    Weak private internal demand in the Euro Area

    • 9 June 2014
    • Euro Area

    Philippe Waechter

    Look at this chart. It is households consumption plus investment (there is no distinction between public and private investment). In real terms its level is still 6,6% below it peak …

    READ
    • Internal Demand
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