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DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 46 views

Keys of the week – 30 January 2023

  • 30 January 2023
  • News & Chronicles

Philippe Waechter

Understand the macroeconomic events of the past week.The revival of the European cycle in spite of German fragility. The robustness of the French economy but a concern about real estate.…

READ
  • Business Cycle
  • ECB
  • Euro Area
  • Federal Reserve
  • Inflation
  • Monetary Policy
  • SP Global
  • Spain
  • USA
  • 48 views

Keys of the week – 23 January 2023

  • 25 January 2023
  • News & Chronicles

Philippe Waechter

Understand the macroeconomic events of the past week.Risk of recession in Europe, real estate in the US with a downside risk and gold price which follows an irrational trajectory

READ
  • Business Cycle
  • China
  • EuroAera
  • Gold Price
  • Inflation
  • Recession
  • 18 views

Keys of the Week – January 16, 2023

  • 16 January 2023
  • News & Chronicles

Philippe Waechter

Understand the macroeconomic events of the past week.US inflation, wages in Europe, industrial production in Europe and inflation and foreign trade in China

READ
  • China
  • Eurozone
  • Industrial Production
  • Inflation
  • Trade Balances
  • US
  • Wages
  • 59 views

Keys of the week – January 9, 2023

  • 12 January 2023
  • News & Chronicles

Philippe Waechter

Understand the macroeconomic events of the past week.Theme of the week: What new balance after the energy shock?

READ
  • Business Cycle
  • Euro Area
  • Inflation
  • Real Income
  • Terms of Trade
  • USA
  • 39 views

Happy New Year 2022

  • 3 January 2022
  • Actus & Chroniques

Philippe Waechter

I wish you to dream in 2022, to dream for you, for your familyand put all your energy into making those dreams come true.This is the only reasonable resolution we…

READ
  • 248 views

From Today to Tomorrow – January 14 – The matter of public debt

  • 14 January 2021
  • News & Chronicles

Philippe Waechter

Swiftly expanding public debt to support macroeconomic adjustment is entirely warranted to tackle the pandemic, and this process is facilitated by mammoth intervention from the central banks. Meanwhile, low interest…

READ
  • inflation rate
  • Interest Rates
  • Public Debt
  • Public Finance Sustainability
  • 178 views

From Today to Tomorrow – January 11 – Best wishes for a happy and healthy new year in 2021 – Forthcoming trends

  • 11 January 2021
  • News & Chronicles

Philippe Waechter

I wish you all a very happy and healthy new year. May you and your loved ones start the year ahead in the best possible circumstances. This year is set…

READ
  • Income Inequalities
  • Polarization of the World
  • Public Debt
  • Sustainable growth
  • Technological Leadership
  • 257 views

From Today to Tomorrow – December 22 – The three ruptures of the health crisis – We must rebuild the economy

  • 22 December 2020
  • News & Chronicles

Philippe Waechter

The health crisis was a life-size experience. As a result of active economic policies, economies have been resilient. But three ruptures will change the economy of tomorrow.The first is the…

READ
  • Economic Policy
  • Labor Market
  • Polarization of the World
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