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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 214 views

Video – Brexit Referendum: A Year After

  • 29 June 2017
  • United Kingdom

Philippe Waechter

READ
  • Brexit
  • European Union
  • 143 views
Photo by Waldemar Brandt on Unsplash

The revival is European*

  • 23 June 2017
  • Euro Area

Philippe Waechter

European citizens are now optimistic on the future of Europe and they feel European. A survey published in a report this month by the Pew Research Center testifies to this,…

READ
  • Brexit
  • Donald Trump
  • 253 views

France: General elections – Second round – Employment and Europe in line of sight

  • 19 June 2017
  • France

Philippe Waechter

The President-elect has won an overall majority after the general elections. His party will have 306 seats and 348 when the Modem, a close political party, is included (on 577…

READ
  • Emmanuel Macron
  • General Elections
  • Labor Market Reforms
  • 304 views

Soft Brexit …or how to do a swift about-turn

  • 18 June 2017
  • United Kingdom

Philippe Waechter

In the wake of the UK elections, the ensuing confusion suggests an increasing likelihood of a soft Brexit, as Theresa May does not have a majority and will have to…

READ
  • Brexit
  • Soft Brexit
  • Theresa May
  • 242 views

Video – The ECB will remain accommodative for an extended period

  • 16 June 2017
  • Euro Area

Philippe Waechter

READ
  • ECB
  • Interest Rates
  • 381 views

The Bank of England dilemma

  • 15 June 2017
  • Monetary Policy

Philippe Waechter

Interesting time in the UK as the Bank of England is facing an important arbitrage. There are potentially two types of shocks in the UK. One is associated with the…

READ
  • Bank of England
  • 208 views

Fed: The announced normalization

  • 15 June 2017
  • Monetary Policy

Philippe Waechter

The Fed main interest rate was increased by 25bp at the June meeting of the FOMC. It will now be in the corridor [1; 1.25%]. This is the fourth hike…

READ
  • Federal Reserve
  • USA
  • 269 views

France: General elections – First round

  • 12 June 2017
  • France

Philippe Waechter

The French general elections will give an overall majority to Emmanuel Macron the President-elect. After the first round, yesterday, La Republique En Marche (LREM) his political party can expect between…

READ
  • Emmanuel Macron
  • General Elections
  • LREM
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