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Philippe Waechter's blog
My french blog
  • News & Reviews
  • France
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  • About Philippe Waechter
Philippe Waechter's blog
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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 11 views

Recession is the next step for the Japanese Economy

  • 30 September 2014

    Philippe Waechter

    I have written different posts on the Japanese economic situation after the VAT rate hike (see here, here and here). This post is an update after the publication of sales…
    READ
    • 12 views

    Tonight in Nantes (France)

    • 28 September 2014

      Philippe Waechter

      Conference tonight on “Interest rates and Growth” with the Caisse d’Epargne Bretagne Pays de Loire. We are on the Belem.
      READ
      • 6 views

      Economic Outlook – September 2014

      • 24 September 2014

        Philippe Waechter

        The September issue of “Economic Outlook” is available on the tag “Economic Outlook” above or by following the link https://philwaechter.files.wordpress.com/2014/05/economic-outlook-september-2014.pdf  
        READ
        • 7 views

        From the Fed’s meeting: higher rates at the end of 2015: how to interpret?

        • 18 September 2014

          Philippe Waechter

          Interest rates forecasts have shifted upward at the Fed’s meeting yesterday. The expected median fed funds was 1% at the June 2014 meeting, it was at 1.375% yesterday at the…
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          • 6 views

          The Federal Reserve will maintain its rates low for a considerable period

          • 18 September 2014

            Philippe Waechter

            The Federal Reserve has again clearly indicated that it didn’t want  pre-commitments on the moment when it will change its interest rates. That’s what we have to keep in mind…
            READ
            • 6 views

            Expected status-quo tomorrow for the Fed

            • 16 September 2014

              Philippe Waechter

              The Federal Reserve has no reason to change its strategy tomorrow The US central bank will continue to reduce its asset purchases as there are no elements that could push…
              READ
              • 7 views

              Scottish referendum of 18 September: an open door to uncertainty?

              • 15 September 2014

                Philippe Waechter

                Speech given at the Caledonian Club in London on September the 3rd Reducing the gap between supporters of keeping Scotland in the UK and those favoring independence reflects both the…
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                • 5 views

                Two Worrisome Graphs for the World Economy

                • 7 September 2014

                  Philippe Waechter

                  Two graphs can illustrate the uncertainty surrounding the world economy. The first is related to the geographical sources of growth. The second is more specific to the Euro Area. It…
                  READ
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