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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 287 views

Italy, the Belt and Road program, and China – My weekly column

  • 2 April 2019
  • China

Philippe Waechter

Italy’s moves to sign a deal with China and get involved in its Belt and Road Initiative (BRI) are highly significant as Italy is the first of the European Union’s…
  • Belt and Road Initiative
  • Trieste
READ
  • 325 views

The agreement between the European commission and the Italian government is a bluff

  • 19 December 2018
  • European Commission

Philippe Waechter

Despite the agreement between the Italian government and the European Commission, the question of the Italian public debt sustainability is not solved. The marginal move from the government (reducing its…
  • Budget Deficit
  • Public Debt
READ
  • 382 views

Three points on Italy, its budget and the European Commission

  • 25 October 2018
  • European Commission

Philippe Waechter

The European Commission has just told Italy to revise its 2019 budget plan: the deficit does not look excessive (2.4%), but the figure is deemed to be fragile as growth…
  • Budget
  • Public Debt
READ
  • 646 views

French public debt stands at 100% of GDP – My Tuesday column

  • 2 October 2018
  • France

Philippe Waechter

This post is available in pdf format My Tuesday Column – 1 October 2018 French public debt stands at close to 100% of GDP, but is this really a cause for…
  • Federal Reserve
  • Fiscal Policy
  • Monetary Policy
  • Public Debt
READ
  • 540 views

Italy: Growth expectations are too optimistic

  • 30 September 2018
  • Italy

Philippe Waechter

Here is the frightening part of the Italian budget: growth figures. In an interview Giovanni Tria said that growth forecasts for 2019 and 2020 were 1.6% and 1.7% respectively. These…
  • Budget Deficit
  • Fiscal Policy
  • Growth
READ
  • 366 views

Seven points on Italian budget announcement risks

  • 28 September 2018
  • Italy

Philippe Waechter

The Italian budget program, which sets out a budget deficit of 2.4% of GDP for 2019, 2020 and 2021, did not go down very well with investors. Uncertainty on Italy…
  • Budget Deficit
  • Fiscal Policy
READ
  • 265 views

The balance of strength is now in favor of la Liga| Financial Times

  • 20 June 2018
  • Italy

Philippe Waechter

League chief eclipses senior coalition partner with anti-immigration broadside Matteo Salvini heads the junior coalition partner in the populist government that took office in Italy on June 1. Yet the leader…
  • Euro Area
  • Political Equilibrium
READ
  • 262 views

Italy – The crisis is coming

  • 29 May 2018
  • Italy

Philippe Waechter

The adjustment on the upside is not over on Italian rates. The 10 year bond’s rate is converging to 3%. The spread with the German 10-year rate is now circa…
  • inflation rate
  • Interest Rate
READ
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