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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 437 views

The Brexit is done and could lead to a rapid change

  • 3 February 2020
  • International

Philippe Waechter

The main question after the launch of the Brexit, last Friday, is to know how things will change and at which speed. In a recent post on my blog I…
  • Brexit
  • European Union
  • United Kingdom
READ
  • 406 views

Baltic Dry Index, Trade war and Coronavirus Coming this week (Feb.3 – Feb.9) and Brexit and weak business cycle What to keep in mind from last week (Jan. 27 – Feb.2)

  • 3 February 2020
  • News & Chronicles

Philippe Waechter

Baltic Dry Index and Trade War, Coronavirus, US Employment, Business Surveys and German Orders – Coming this week (Feb3-Feb9) – Brexit, US GDP and US Euro Area – What to…
  • Baltic Dry Index
  • Brexit
  • Coronavirus
  • Euro Area GDP
  • German Orders
  • Trade War
  • US employment
  • US GDP
READ
  • 412 views

On Brexit day…uncertainty still remains

  • 31 January 2020
  • International

Philippe Waechter

The United Kingdom will officially leave the European Union tonight. The country made a political choice – rather than an economic decision – when its people decided to exit the…
  • Brexit
  • European Union
  • United Kingdom
READ
  • 607 views

UK leaves the EU; FOMC and BoE – Coming this week (Jan 27-Feb.2) and ECB and Coronavirus What to keep in mind from last week (Jan 13 – Jan 19)

  • 26 January 2020
  • News & Chronicles

Philippe Waechter

UK leaving the EU, Federal Reserve, US GDP, Euro Area GDP, French GDP, IFO, ECB, Coronavirus Highlights The UK will leave the European Union next Friday. It’s sad news for…
  • Brexit
  • Euro Area GDP
  • Federal Reserve
  • IFO
  • US GDP
READ
  • 1K views

Brexit will take place on January 31

  • 13 December 2019
  • International

Philippe Waechter

The British vote validates the choice of Brexit and the exit from the European Union on January 31, 2020. Boris Johnson is free to define his strategy. Boris Johnson’s huge…
  • Boris Johnson
  • Brexit
  • UK General Elections
  • United Kingdom
READ
  • 306 views

What to expect this week: October 28 to November 3, 2019

  • 28 October 2019
  • International

Philippe Waechter

Highlights The Fed’s meeting with a press conference and a press release on Wednesday. Two questions: are disagreements between FOMC members remain as high as in September ? Will the…
  • Brexit
  • ECB
  • Employment
  • Euro Area
  • Federal Reserve
  • Inflation
  • Monetary Policy
  • US
READ
  • 300 views

Brexit after the deal

  • 18 October 2019
  • International

Philippe Waechter

The Brexit deal takes all its flavor by looking at the situation in Northern Ireland. It will be in the United Kingdom and the single market. The UK will therefore…
  • Brexit
  • United Kingdom
READ
  • 250 views

What to expect this week: October 14 to 20, 2019

  • 14 October 2019
  • International

Philippe Waechter

Highlights Next Tuesday, the IMF will release its new forecasts. Comments are bearish, the global economic outlook will weaker than last spring or last July forecasts. In July, the world…
  • Brexit
  • Euro Area
  • IMF Forecasts
  • Industrial Production
  • Japan
  • Retail Sales
  • USA
READ
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