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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 267 views

My Weekly Column – September the 28th

  • 29 September 2015
  • Macroeconomy

Philippe Waechter

It was initially published in French here Different elements must be noticed this week to understand the macroeconomic outlook The first element is Janet Yellen’s speech. She talked one week…

READ
  • Abenomics
  • Business Cycle
  • China
  • Federal Reserve
  • France
  • Monetary Policy
  • PMI Surveys
  • United States
  • 581 views

3 graphs on the Japanese recession

  • 17 November 2014
  • Japan

Philippe Waechter

The Japanese economy is back into recession. After the deep drop of the second quarter due to the VAT rate hike on April the first, the negative momentum has not…

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  • Abenomics
  • GDP
  • Growth
  • 620 views

An Unprecedented Negative Shock on the Japanese Economy in the second quarter

  • 13 August 2014
  • Growth

Philippe Waechter

I have already spoken a lot on VAT rate hike in Japan and the negative impact that this fiscal measure has had on the economic outlook (see here, here and…

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  • Abenomics
  • GDP
  • 311 views

Japan – The negative impact of the higher VAT rate on sales can still be seen in May

  • 20 June 2014
  • Japan

Philippe Waechter

The increase of the VAT rate on April the 1st was an important event in Japan but also for the world economy. The success or failure of the Abenomics was…

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  • Abenomics
  • Retail Sales
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