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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 207 views

From Today to Tomorrow – November 16 – Risks on the recovery in the euro zone

  • 16 November 2020
  • Euro Area

Philippe Waechter

The resumption of growth in the euro zone, beyond the second lockdown, will be more dependent than in the past on the dynamics of its internal demand. The world is…
  • Covid-19 Impact on Growth
  • Deflation Risk
  • Growth Recovery
READ
  • 154 views

From Yesterday to Today – October 30 – Spectacular rebound in growth while awaiting containment

  • 30 October 2020
  • Euro Area

Philippe Waechter

The GDP in France and in the Eurozone countries has clearly improved over the three Summer months. Nevertheless, the level of activity remains a little below 4% of the 2019…
  • GDP Growth
READ
  • 171 views

From Yesterday to Today – October 26 – In the short term, the biggest threat is deflation

  • 26 October 2020
  • Euro Area

Philippe Waechter

The low inflation observed in the euro zone will translate into very weak wage dynamics. Demand will be weak while health constraints will weigh on activity. A situation that will…
  • Covid-19 Impact on Growth
  • Curfew
  • Deflation Risk
READ
  • 440 views
Photo by Maryna Yazbeck on Unsplash

The ECB and its forecasts

  • 4 June 2020
  • Euro Area

Philippe Waechter

The ECB has increased the size of the specific pandemic plan. The PEPP (Pandemic Emergency Purchase Program) which amount was 750 billion usable until December 2020 is increased to 1350…
  • ECB
  • ECB forecasts
  • Monetary Policy
READ
  • 596 views

The ECB is committed for 750 billion against the epidemic.

  • 19 March 2020
  • Euro Area

Philippe Waechter

The ECB puts itself in front of the States which will sharply increase their public deficit in order to fight the epidemic. The program will thus reduce financial fragmentation and…
  • Coronavirus
  • ECB
  • Monetary Policy
READ
  • 1.2K views

The ECB will not follow the Federal Reserve

  • 4 March 2020
  • Euro Area

Philippe Waechter

Will the ECB follow the Federal Reserve. Will it slash its main interest rates ? The answer is a clear no. The US 10 year interest rate dropped dramatically in…
  • ECB
  • Federal Reserve
  • Monetary Policy
READ
  • 382 views

Investment funding falters in the eurozone

  • 21 January 2020
  • Euro Area

Philippe Waechter

The ECB survey on the supply and demand of credit from banks suggests that credit conditions change little vis-à-vis businesses and appear marginally less accommodating towards households; especially on real…
  • Corporate investment
  • ECB Banking Lending Survey
READ
  • 767 views

Governments against the euro zone

  • 27 November 2019
  • Euro Area

Philippe Waechter

The ECB monetary policy became frankly accommodating only because Draghi had the perception that governments and the Commission would never let go on fiscal policy.
Will Christine Lagarde fall into the same trap as Draghi?
  • ECB
  • Monetary Policy
  • Policy Mix
READ
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