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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 366 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…
  • Manufacturing Sector
  • Markit
READ
  • 365 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…
  • IFO
  • Manufacturing Sector
  • Markit
READ
  • 364 views

Industrial production shrinks in Euro zone

  • 13 February 2019
  • Actus & Chroniques

Philippe Waechter

With the decline of -0.9% in December, the industrial production of the Euro zone fell by -5.3% over the last quarter (annualized rate). and -2.1% over one year. The slowdown…
  • Euro Area
  • Industrial Production
READ
  • 647 views

Lower inflation rate and slower growth

  • 1 February 2019
  • Actus & Chroniques

Philippe Waechter

The inflation for the Euro Area was at 1.4% in January after 1.6% in December.The main reason for this drop is the negative impact of the oil price. The energy…
  • Asia
  • Euro Area
  • Italy
READ
  • 610 views

The yellow vests and the French economic outlook

  • 24 January 2019
  • Actus & Chroniques

Philippe Waechter

The French economy remains under pressure at the beginning of 2019. Business leaders do not want to commit to the long term because of the uncertainty that hangs over the…
  • INSEE
  • Markit
  • Yellow vests
READ
  • 778 views

Why is the euro area slowing? My Weekly column

  • 16 January 2019
  • Actus & Chroniques

Philippe Waechter

This post is available in pdf format My weekly column – January 15th The euro area economy is slowing and could even see a contraction around the end of 2018…
  • Récession
READ
  • 253 views

Eurozone recession?

  • 8 January 2019
  • Actus & Chroniques

Philippe Waechter

The horizon darkens faster than expected in the Euro zone. The German figures published this morning (January 8) suggest that the economy is heading towards recession (its GDP had already…
  • Récession
READ
  • 278 views

Germany in recession ?

  • 8 January 2019
  • Actus & Chroniques

Philippe Waechter

Recent data on the German industrial production show a rapid drop in the economic activity. The quarterly change was already at -5.5% in the third quarter (annual rate). At the…
  • Industrial Production
  • Récession
READ
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