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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 436 views

The US labor market momentum

  • 11 April 2019

    Philippe Waechter

    I follow this graphic step by step. The change in trend on the Jolts’ survey reflects that found in the Conference Board survey. The job market may be changing in…

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

    British procrastination – a postponement will not guarantee an agreement

    • 9 April 2019
    • United Kingdom

    Philippe Waechter

    Theresa May is in Berlin and Paris to request a new deadline. It’s a safe bet that she will get some time. The date discussed is December 31, 2019. It…

    READ
    • Brexit
    • European Union
    • 287 views

    The Fed and the Global Environment

    • 8 April 2019
    • Monetary Policy

    Philippe Waechter

    The change of the US monetary policy trend has been radical since the end of January.At its January 29/30 meeting, the Fed said it was no longer committing to one…

    READ
    • Federal Reserve
    • Global Uncertainty
    • 350 views

    Italy, the Belt and Road program, and China – My weekly column

    • 2 April 2019
    • China

    Philippe Waechter

    Italy’s moves to sign a deal with China and get involved in its Belt and Road Initiative (BRI) are highly significant as Italy is the first of the European Union’s…

    READ
    • Belt and Road Initiative
    • Trieste
    • 416 views

    The Euro zone slows sharply in March

    • 1 April 2019
    • Actus & Chroniques

    Philippe Waechter

    The publication March’s Markit indices confirms the downward pressure on activity in the manufacturing sector. The leading indices published for the Euro zone, Germany and France, on March 22, have…

    READ
    • Manufacturing Sector
    • Markit
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