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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 277 views

Secular stagnation

  • 2 September 2018
  • Macroeconomy

Philippe Waechter

I ran into an article by the usually excellent Joseph Stiglitz on secular stagnation, entitled “The Myth of Secular Stagnation.” They gist of the article appears to be that the…
  • Growth
  • Low Interest Rates
  • Secular Stagnation
READ
  • 280 views

Video – Hélène Rey on "From Credit Boom to Systemic Bust"

  • 13 August 2018
  • Financial Markets

Philippe Waechter

  • Credit Boom
  • Financial System
  • Systemic Bust
READ
  • 425 views

The monetary policy procyclicality: a new source of concern

  • 3 August 2018
  • Actus & Chroniques

Philippe Waechter

Central bankers are progressively adopting a pro-cyclical behavior. The global growth momentum is now lower and central banks’ strategy now have a restrictive bias. In the US, Canada, UK and…
  • Growth momentum
READ
  • 293 views

The US economy’s worrying change of pace – My Monday column

  • 12 February 2018
  • Macroeconomy

Philippe Waechter

Is the US economy’s current pace set to trigger major imbalances, disrupt the current cycle and spark off a significant downturn in economic activity? The stockmarkets’ severe recent downturn reflects…
  • External Trade
  • Fiscal Policy
  • Monetary Policy
  • USA
READ
  • 250 views

Economic Outlook – April 2016

  • 15 April 2016
  • Economic Outlook

Philippe Waechter

Economic Outlook for April 2016 can be found Economic Outlook – April 2016
  • Business Cycle
  • China
  • ECB
  • Euro Area
  • Federal Reserve
  • Growth
  • Inflation
  • Japan
  • Monetary Policy
  • United Kingdom
  • United States
READ
  • 269 views

A more accommodative ECB? My macroeconomic column

  • 26 January 2016
  • Actus & Chroniques

Philippe Waechter

Point #1 – The global economic momentum remains weak World trade was up by only 2% when November 2015 is compared to November 2014. This growth rate is still below…
  • ECB
  • Euro Area
  • Inflation
  • Monetary Policy
  • United States
READ
  • 257 views

The importance of oil – My weekly Column

  • 19 January 2016
  • Macroeconomy

Philippe Waechter

First graph – A lower oil price will drive inflation rates down With Iran back on the oil market, the price dropped below 30 dollars for a barrel. This could…
  • China
  • Euro Area
  • External Trade
  • Federal Reserve
  • Inflation
  • Monetary Policy
  • Oil Price
  • United States
READ
  • 298 views

Economic Outlook – November 2015

  • 19 November 2015
  • Economic Outlook

Philippe Waechter

You will find enclosed my Economic Outlook – November 2015
  • Business Cycle
  • China
  • Euro Area
  • Federal Reserve
  • Growth
  • Interest Rate
  • Investment
  • Labor Market
  • Monetary Policy
  • United States
  • World Trade
READ
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