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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 304 views

Macro 2 pager – Short term dynamics

  • 5 June 2019
  • Economic Outlook

Philippe Waechter

The document contains in two pages the main articulations of global macro dynamics as I see them.The document is available here Macro-2Pagers-Scenario-June 4 2019
  • Business Cycle
  • Growth
  • Monetary Policy
  • Trade War
READ
  • 383 views

Economic Outlook – August 2017

  • 9 August 2017
  • Economic Outlook

Philippe Waechter

Following the link, you will read the Economic Outlook for August 2017 Economic Outlook-August 2017
  • Business Cycle
  • Inflation
  • Monetary Policy
READ
  • 320 views

Economic Outlook – December 2016

  • 30 December 2016
  • Economic Outlook

Philippe Waechter

The Economic Outlook issue for September 2016 is now available here Economic-Outlook-December-2016
  • Brexit
  • Donamld Trump
  • ECB
  • Euro Area
  • Federal Reserve
  • Monetary Policy
  • USA
READ
  • 260 views

Economic Outlook – April 2016

  • 15 April 2016
  • Economic Outlook

Philippe Waechter

Economic Outlook for April 2016 can be found Economic Outlook – April 2016
  • Business Cycle
  • China
  • ECB
  • Euro Area
  • Federal Reserve
  • Growth
  • Inflation
  • Japan
  • Monetary Policy
  • United Kingdom
  • United States
READ
  • 339 views

Economic Outlook – November 2015

  • 19 November 2015
  • Economic Outlook

Philippe Waechter

You will find enclosed my Economic Outlook – November 2015
  • Business Cycle
  • China
  • Euro Area
  • Federal Reserve
  • Growth
  • Interest Rate
  • Investment
  • Labor Market
  • Monetary Policy
  • United States
  • World Trade
READ
  • 267 views

My Macroeconomic column in 13 points (November the 2nd)

  • 3 November 2015
  • Economic Outlook

Philippe Waechter

13 points this week to follow the macroeconomic momentum. 1 – The Fed is back in the game after its last week meeting (27/28 October). It hasn’t changed the stance…
  • Business Cycle
  • China
  • Euro Area
  • Federal Reserve
  • France
  • GDP
  • Growth
  • Inflation
  • Monetary Policy
  • Spain
  • United Kingdom
  • United States
READ
  • 259 views

A US Slowdown to come?

  • 16 October 2015
  • Economic Outlook

Philippe Waechter

The downturn in the US industrial sector is confirmed month after month. September’s figures do not invalidate the trend observed since the beginning of the year. The tension indicator, production…
  • Federal Reserve
  • Industrial Production
  • Production Capacity Utilization Rate
READ
  • 285 views

My Weekly Column – September the 14th

  • 15 September 2015
  • Economic Outlook

Philippe Waechter

Different points to keep in mind from last week The first point is the upward revision of the Euro Area growth figures for the first and the second quarter of…
  • Business Cycle
  • China
  • Euro Area
  • Federal Reserve
  • GDP
  • Growth
  • Industrial Production
  • United States
READ
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