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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 223 views

Sun in July

  • 4 July 2014
  • Sun in July

Philippe Waechter

To take advantage of the sun’s warmth in July, the rhythm of publication will be lighter

READ
  • 294 views

The US labor market in three charts

  • 3 July 2014

    Philippe Waechter

    Three charts can characterized the US labor market. The first graph shows that probably since April of this year the momentum of the market has changed. We see on the…

    READ
    • Business Cycle
    • Employment
    • Federal Reserve
    • 245 views

    Spain: A new momentum on the labor market

    • 2 July 2014
    • Actus & Chroniques

    Philippe Waechter

    This chart shows that the economic momentum is changing in Spain. The number of unemployed drops quickly and month after month. The peak was in April 2013 and since then…

    READ
    • Unemployment
    • 344 views

    World Economy – A slight improvement in 2 charts

    • 2 July 2014
    • Actus & Chroniques

    Philippe Waechter

    The two charts at the bottom of this post give a synthetic vision of the world economy. They present the synthetic index of the PMI/Markit surveys made throughout the world.…

    READ
    • Brazil
    • China
    • Euro Area
    • India
    • Japan
    • PMI Surveys
    • Russia
    • United Kingdom
    • United States
    • 339 views

    USA – Can a rebound be expected in the second quarter? Yes probably

    • 2 July 2014
    • Actus & Chroniques

    Philippe Waechter

    After the strong downward revision of the GDP estimate for the first quarter, can a rebound be expected during the second quarter? The ISM survey can give part of the…

    READ
    • Growth
    • Productivity
    • 329 views

    Euro Area – PMI Survey – The momentum is weaker and the horizon more foggy

    • 1 July 2014
    • Actus & Chroniques

    Philippe Waechter

    The manufacturing index of the PMI/Markit survey is losing steam. Its peak was seen at the beginning of this year. This lack of momentum can also be perceived in the…

    READ
    • Austria
    • France
    • Germany
    • Greece
    • Ireland
    • Italy
    • Netherlands
    • PMI Surveys
    • Spain
    • 351 views

    Economic activity in Asia – Stronger momentum in June

    • 1 July 2014
    • Asia

    Philippe Waechter

    The first chart below shows an upward trend for most PMI indices in Asia. A divergent dynamics can be seen in South Korea. It reflects a weak internal demand. Flows…

    READ
    • China
    • India
    • Japan
    • PMI Surveys
    • South Korea
    • Taïwan
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