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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 471 views

Reversal of the US labor market ?

  • 26 March 2019

    Philippe Waechter

    The labor market indicator in the Conference Board household survey changed trend in March. It is always easy to find a job but the indicator is now on the downside.Given…

    READ
    • Conference Board
    • JOLTS
    • Labor Market
    • US
    • 334 views

    The Macro 2 pagers – Low interest rates for a long time

    • 26 March 2019
    • Macro 2 pager

    Philippe Waechter

    The Macro 2 pager explains how the interest rates profile will remain low for an extended time. The central banks’ stimulus after the 2008 crisis has been caught up by an…

    READ
    • Interest Rate
    • Long Term Inflation Expectations
    • Monetary Policy
    • Productivity
    • 464 views

    The shock in the manufacturing sector in Germany: IFO vs Markit

    • 25 March 2019
    • Actus & Chroniques

    Philippe Waechter

    The modest rebound in the IFO index in March is sometimes interpreted as the counterpoint to the drop of the Markit index released last Friday.There is indeed an opposition in…

    READ
    • IFO
    • Manufacturing Sector
    • Markit
    • 363 views

    Growth: the Gallic village resists

    • 20 March 2019
    • France

    Philippe Waechter

    INSEE, the French statistical institute published its new forecasts for the first half of this year. (Its forecasts are just for a semester to avoid being in conflict with the…

    READ
    • Business Cycle
    • Growth Profile in 2019
    • INSEE
    • 397 views

    Huawei vs America

    • 19 March 2019
    • World Economy

    Philippe Waechter

    Look at this map. Who then can expect a trade deal between China and the USl The real question is about techno leadership? Huawei has a step ahead of the…

    READ
    • China
    • Huawei
    • Industrial Production
    • New Technologies
    • 351 views

    The 2 pages Macro

    • 18 March 2019
    • Macroeconomics

    Philippe Waechter

    This short document (2 pages) is a synthesis of my macroeconomic views. One page of explanation and one page of graphs – The 2 pages Macro – 15 March 2019

    READ
    • China
    • ECB
    • Euro Area
    • Fiscal Policy
    • Monetary Policy
    • Policy Mix
    • USA
    • 346 views

    Another moment, Mr. Executioner

    • 14 March 2019
    • European Commission

    Philippe Waechter

    The British parliament is undecided. The vote on the possibility of a no deal is very divided. 321 against a no deal but 278 in favor of a lack of…

    READ
    • Brexit
    • Europe
    • United k
    • 524 views

    Euro area growth projections downgraded, and policy mix still restrictive – My weekly column

    • 13 March 2019
    • European Commission

    Philippe Waechter

    The OECD and the ECB have downgraded their 2019 growth projections for the euro area in quick succession, with the OECD now expecting 1% for the year ahead vs. 1.8%…

    READ
    • Brexit
    • No Deal
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