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DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 306 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

READ
  • Business Cycle
  • Growth
  • Monetary Policy
  • Trade War
  • 392 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

READ
  • Business Cycle
  • Inflation
  • Monetary Policy
  • 321 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

READ
  • Brexit
  • Donamld Trump
  • ECB
  • Euro Area
  • Federal Reserve
  • Monetary Policy
  • USA
  • 263 views

Economic Outlook – April 2016

  • 15 April 2016
  • Economic Outlook

Philippe Waechter

Economic Outlook for April 2016 can be found Economic Outlook – April 2016

READ
  • Business Cycle
  • China
  • ECB
  • Euro Area
  • Federal Reserve
  • Growth
  • Inflation
  • Japan
  • Monetary Policy
  • United Kingdom
  • United States
  • 357 views

Economic Outlook – November 2015

  • 19 November 2015
  • Economic Outlook

Philippe Waechter

You will find enclosed my Economic Outlook – November 2015

READ
  • Business Cycle
  • China
  • Euro Area
  • Federal Reserve
  • Growth
  • Interest Rate
  • Investment
  • Labor Market
  • Monetary Policy
  • United States
  • World Trade
  • 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…

READ
  • Business Cycle
  • China
  • Euro Area
  • Federal Reserve
  • France
  • GDP
  • Growth
  • Inflation
  • Monetary Policy
  • Spain
  • United Kingdom
  • United States
  • 261 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…

READ
  • Federal Reserve
  • Industrial Production
  • Production Capacity Utilization Rate
  • 287 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…

READ
  • Business Cycle
  • China
  • Euro Area
  • Federal Reserve
  • GDP
  • Growth
  • Industrial Production
  • United States
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