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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 94 views

Inflation risk wins over investors

  • 16 March 2022
  • Monetary Policy

Philippe Waechter

Twenty days after the invasion of Ukraine by Russia, the risk of inflation takes precedence over the risk of slowing activity in the perception of investors.At her press conference, Christine…

READ
  • Central Banks
  • Inflation
  • Inflation expectations
  • Yield Curve
  • 210 views

Russian aggression on Ukraine – Stagflation in Europe and the impact of sanctions

  • 28 February 2022
  • Politics & Society

Philippe Waechter

The stagflation risk in Europe In Western countries, there is renewed risk of stagflation. Uncertainty related to the conflict could lead to delayed investment or consumption expenditures weighing on the…

READ
  • Central Banks
  • Inflation
  • Ruble
  • Russia
  • Sanctions
  • Ukraine
  • 304 views

From Today to Tomorrow – December 22 – The three ruptures of the health crisis – We must rebuild the economy

  • 22 December 2020
  • News & Chronicles

Philippe Waechter

The health crisis was a life-size experience. As a result of active economic policies, economies have been resilient. But three ruptures will change the economy of tomorrow.The first is the…

READ
  • Economic Policy
  • Labor Market
  • Polarization of the World
  • 298 views

From Yesterday to Today – October 16 – Low interest rates for an extended period before inflation

  • 16 October 2020
  • Monetary Policy

Philippe Waechter

Low interest rates reflect the combination of fiscal and monetary policies. This is already translating into severe financial repression. Governments, more than central banks, will have an interest in a…

READ
  • Financial Repression
  • Inflation expectations
  • Interest Rates
  • 591 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
  • 629 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…

READ
  • Economic Policy
  • Global Recession
  • Health Crisis
  • 2.3K views

Germany 1923 versus World 2021

  • 23 March 2020
  • Politics & Society

Philippe Waechter

What can happen if the scenario underlying all the economic policy measures to face the epidemic shock is not the right one? What could happen if the health crisis continues?Risk…

READ
  • Coronavirus
  • Economic Policy
  • Health Crisis
  • Hyperinflation
  • 1K views

The perverse equation of an epidemic for growth

  • 9 March 2020
  • Politics & Society

Philippe Waechter

Growth is doomed until uncertainty about the magnitude, duration and contagion of the epidemic is reduced. The responses, although rational, accentuate the risk of recession. Economic growth will frankly slow…

READ
  • Coronavirus
  • Epidemic
  • Growth momentum
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