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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 99 views

The US economy erases the crisis

  • 27 January 2022
  • United States

Philippe Waechter

US GDP is up 1.7% in Q4 (6.9% annualized). GDP growth is 5.5% YoY in Q4 and 5.7% on average for 2021. The carryover growth for 2022 is 1.9%. GDP…

READ
  • GDP
  • Growth
  • 56 views

The Federal Reserve takes over

  • 27 January 2022
  • Monetary Policy

Philippe Waechter

At its January 25-26 meeting, the US central bank confirmed that it would raise interest rates as of its mid-March meeting. Above all, it indicated that very soon after it…

READ
  • Federal Reserve
  • Inflation
  • Interest Rates
  • 90 views

Inflation continues, the Fed could weigh on growth

  • 13 January 2022
  • Monetary Policy

Philippe Waechter

US inflation is mainly conditioned by the pace of the price of goods and that of oil. The rush of households on goods, while inventories were reduced, is the source…

READ
  • Energy price
  • Inflation
  • 11 views

The US labor market lacks of momentum

  • 7 January 2022
  • United States

Philippe Waechter

The US labor market is slow to normalize despite a higher #participation rate. The deviation from the trend of the previous cycle stabilizes at more than 9 million missing jobs.…

READ
  • Jobs
  • Labor Market
  • 49 views

Will the Fed ever be restrictive?

  • 15 December 2021
  • Monetary Policy

Philippe Waechter

The options taken by the Fed at its meeting on December 15 validate investors’ expectations Anticipations that the Fed itself had forged with these same investors in recent weeks. We…

READ
  • Federal Reserve
  • FOMC
  • Inflation
  • 130 views

US stimulus, rising rates, the dollar and the euro area

  • 5 March 2021
  • Euro Area

Philippe Waechter

With US yields rising, the rest of the world follows in their wake.This surge is driven by two factors: 1 – the swift upturn in oil prices, which translate expectations of…

READ
  • Biden's stimulus package
  • Interest Rates
  • Oil Price
  • 70 views

Climate Change: Joe Biden’s opportunities

  • 12 February 2021
  • Media

Philippe Waechter

READ
  • Carbon neutrality
  • Climate Change
  • Joe Biden
  • SustainableGrowth
  • 330 views

From Today to Tomorrow – November 18 – A New Global Equilibrium

  • 18 November 2020
  • News & Chronicles

Philippe Waechter

The new free trade treaty is between Asia and China, the precedent should have been between Asia, excluding China, and the USA. Donald Trump decided otherwise upon his arrival at…

READ
  • China
  • China USA
  • RCEP
  • Technological Leadership
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