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DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 40 views

Chinese growth rethought by the authorities

  • 26 September 2024
  • International

Philippe Waechter

For many months, since its exit from confinement, the Chinese economy has been worrying. Its growth is weaker and it is worrying because without resolving the imbalance in the real…

READ
  • China
  • Consumption
  • Monetary Policy
  • Realestate crisis
  • 31 views

The changing globalization

  • 29 September 2023
  • International

Philippe Waechter

Globalization is the framework that has long agreed to understand the world and its evolution.Since the fall of the Berlin Wall, there is the idea of a world that would gain in…

READ
  • China
  • Globalization
  • International Trade
  • US
  • 156 views

Growth and inflation in China argue for a very accommodative monetary policy

  • 17 January 2022
  • International

Philippe Waechter

The slowdown in growth and the very low inflation in China will lead to the implementation of a very accommodating monetary policy. This has already started and will continue throughout…

READ
  • China
  • GDP Growth
  • Inflation
  • Monetary Policy
  • 87 views

Inflation – Have central banks lost control?

  • 13 December 2021
  • International

Philippe Waechter

Central bankers are meeting this week. The Fed will give its verdict on Wednesday while the ECB and Bank of England speak on Thursday.This series of meetings comes as inflation…

READ
  • Central Banks
  • ECB
  • Federal Reserve
  • Inflation
  • 340 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…

READ
  • German Exports
  • Gold Price
  • Real US Interest Rate
  • 252 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…

READ
  • China
  • Chinese Growth
  • Growth Normalization
  • 593 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…

READ
  • "Frugal Four" Countries
  • European Commission
  • European Union
  • Franco/German Proposal
  • 1.2K 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…

READ
  • Oil Price
  • Oil Production
  • OPEC
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