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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 11 views

On the GAFA tax and the hostile reaction of the Americans

  • 11 July 2019
  • World Economy

Philippe Waechter

The reaction of other European countries in this new context of US reaction will be interesting. The new global and multi-polar equilibrium, that is emerging, forces Europeans to be more…
  • European Union
  • GAFA
  • USA
READ
  • 15 views

Inequality

  • 27 June 2019
  • International

Philippe Waechter

Issues on inequality are more and more discussed. These questions were not mentioned when I was a student in the 80’s. They à re now part of the economic discussion…
  • Angus Deaton
  • Inequality
  • Institute for Fiscal Studies
READ
  • 18 views

Business investment profile is still worrisome

  • 7 May 2019
  • World Economy

Philippe Waechter

The pace of capital goods orders in Germany in March suggests a further slowdown in investment in OECD countries over the coming months. Orders are down 5.9% year-on-year and this…
  • France
  • Germany
  • Investment
  • OECD
READ
  • 14 views

Very sad

  • 15 April 2019
  • World Economy

Philippe Waechter

READ
  • 17 views

The Macro 2 pagers – Low interest rates for a long time

  • 26 March 2019
  • Macro 2 pager

Philippe Waechter

The Macro 2 pager explains how the interest rates profile will remain low for an extended time. The central banks’ stimulus after the 2008 crisis has been caught up by an…
  • Interest Rate
  • Long Term Inflation Expectations
  • Monetary Policy
  • Productivity
READ
  • 23 views

Huawei vs America

  • 19 March 2019
  • World Economy

Philippe Waechter

Look at this map. Who then can expect a trade deal between China and the USl The real question is about techno leadership? Huawei has a step ahead of the…
  • China
  • Huawei
  • Industrial Production
  • New Technologies
READ
  • 10 views

Day at the beach

  • 8 March 2019
  • World Economy

Philippe Waechter

READ
  • 8 views

No post this week

  • 6 March 2019
  • World Economy

Philippe Waechter

READ
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