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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 403 views

French Households are optimistic

  • 27 August 2019
  • France

Philippe Waechter

French households are optimistic. INSEE the French statistical institute has just released its consumer confidence survey for August. The synthetic index is 2% above its historical average. Last November, at…

READ
  • Consumer Confidence
  • INSEE
  • 407 views

What to expect next week ? August 26 to September 1, 2019.

  • 26 August 2019
  • International

Philippe Waechter

Highlights > GDP figures for the second quarter in the US (29), Germany (27), Italy (30) and France (29) will give details on the composition of growth in all these…

READ
  • Business Cycle
  • GDP Growth
  • Germany
  • Italy
  • Labor Market
  • US
  • 351 views

Some thoughts on Hong Kong

  • 20 August 2019
  • International

Philippe Waechter

Massive demonstrations in Hong Kong have set inhabitants of the Chinese-controlled territory (handover on July 1, 1997) against the Chinese government, with 1.7 million people involved in demonstrations on August…

READ
  • China
  • Hong Kong
  • USA
  • 346 views

What to expect next week ? August 19 to August 25, 2019.

  • 19 August 2019
  • International

Philippe Waechter

Highlights > Discussions on trade war between China and the US have been the main trigger for financial markets last week. It will continue as China is ready for retaliation.…

READ
  • China
  • Markit Survey
  • Trade War
  • US Real Estate Market
  • USA
  • 444 views

The German recession is here

  • 13 August 2019
  • Euro Area

Philippe Waechter

The risk of recession is increasing in #Germany. The figures for industrial production (-7.5% in Q2 at annual rate (see here)) set the context for the GDP figure to be…

READ
  • Germany
  • Récession
  • ZEW
  • 414 views

Public Debt, Climate Change, and Future Generations

  • 12 August 2019
  • Politics & Society

Philippe Waechter

I look forward to the day my grandchildren ask me “Why didn’t you invest when interest rates were negative? It could have limited global warming as we burn today. ”…

READ
  • Climate Change
  • Interest Rates
  • Public Debt
  • 390 views

What to expect next week ? (August 12 – August 18, 2019)

  • 9 August 2019
  • International

Philippe Waechter

Highlights => The recent volatility on financial markets, through lower interest rates, was the consequence of lower expectations on global growth after the White House announcements. In the coming week,…

READ
  • Germany
  • Growth
  • Interest Rates
  • USA
  • What to expect
  • 474 views

Recession in Germany

  • 7 August 2019
  • Euro Area

Philippe Waechter

German production fell -1.8% in June over one month (excluding construction). It has fallen in 5 of the last 6 quarters and in Q2 the decline is -7.5% annualized rate.…

READ
  • Germany
  • Growth
  • Industrial Production
  • Récession
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