Politique & Société – Philippe Waechter's blog

Philippe Waechter's blog

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From Yesterday to Today – October 23 – Saving limits uncertainty but penalizes the recovery

23 October 2020

News & Chronicles

Household savings increased dramatically during the health crisis at the risk, by reducing demand, of slowing the recovery in activity and employment. Everyone is reassured by saving but creates the…

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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…

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151 views

From Yesterday to Today – October 15 – Public debt – A new problem

15 October 2020

Actus & Chroniques

Philippe Waechter

Public debt would be at its highest in 2021, higher than at the end of World War II. Growth will not make it possible to reduce the ratio of public…

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477 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…

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542 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…

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1.7K 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…

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770 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…

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DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

From Yesterday to Today – October 23 – Saving limits uncertainty but penalizes the recovery

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

From Yesterday to Today – October 15 – Public debt – A new problem

Europe must choose its philosophy

Governments Want Recession

Germany 1923 versus World 2021

The perverse equation of an epidemic for growth

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