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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 273 views

From Today to Tomorrow – November 19 – Gold, the US real rate and German exports

  • 19 November 2020
  • International

Philippe Waechter

The rise in the price of gold was halted by improving prospects for the US economy and society. Last summer price of $ 2000 was probably excessive. But this is…
  • German Exports
  • Gold Price
  • Real US Interest Rate
READ
  • 216 views

From Yesterday to Today – October 20 – China and the rest of the world

  • 20 October 2020
  • International

Philippe Waechter

The Chinese economy is normalizing. The health alert phase has passed and growth is resuming. It is rather self-centered and is no longer a source of strong impetus for the…
  • China
  • Chinese Growth
  • Growth Normalization
READ
  • 545 views

Europe must choose its philosophy

  • 25 May 2020
  • International

Philippe Waechter

The European Commission will have to choose between the Franco / German plan and the proposal of “frugal four”. The choice will shape the trajectory of Europe for the years…
  • "Frugal Four" Countries
  • European Commission
  • European Union
  • Franco/German Proposal
READ
  • 1.1K views

The downturn trend in oil price will not reverse

  • 13 April 2020
  • International

Philippe Waechter

The question on oil is simple: demand has dropped by 30 million barrels / day & inventories are overflowing. If production is cut by 10 million it will not reverse…
  • Oil Price
  • Oil Production
  • OPEC
READ
  • 1.6K views

Limited rebound in the Chinese activity

  • 31 March 2020
  • International

Philippe Waechter

The activity does not contract any more in March but the rebound appears limited and without ripple effect. Chinese activity indices rebounded in March. The manufacturing sector index went from…
  • Business Cycle
  • China
  • PMI Official Surveys
READ
  • 615 views

Governments Want Recession

  • 24 March 2020
  • International

Philippe Waechter

The recession is desired by governments to reduce the pandemic. It has never been done before and that is why the crisis is not ordinary The current crisis has two…
  • Economic Policy
  • Global Recession
  • Health Crisis
READ
  • 722 views

Covid19 epidemic and the challenge of economic policy

  • 23 March 2020
  • International

Philippe Waechter

The current epidemic crisis is the result of a massive health crisis that would have disastrous consequences without state intervention, and governments’ role here is to curb the extent of…
  • Coronavirus
  • Economic Policy
  • Growth
READ
  • 464 views

Surveys for the month of March – Major elements of the week

  • 23 March 2020
  • International

Philippe Waechter

Week dominated by the publication of business surveys: Markit (advanced estimate), IFO, INSEE, Istat but also among households (Europe, France, Italy, USA). First measures of the epidemic shock in developed…
  • Climat des Affaires in France
  • IFO in Germany
  • Istat
  • Markit Survey
READ
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