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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 302 views

Business Cycle in France and in Germany

  • 27 August 2020
  • News & Chronicles

Philippe Waechter

The form of the recovery is identical in France and Germany if we follow the activity indices published by Insee in France and Cesifo in GermanyThe magnitude of the break was similar and the…
  • Business Cycle
  • IFO in Germany
  • INSEE Climat des Affaires
READ
  • 371 views

How, for the USA, to find a balanced momentum after such a shock?

  • 27 May 2020
  • United States

Philippe Waechter

The drop in activity in the United States is out of all proportion compared to the recessions of the past. A return to normal, to the dynamics before the health…
  • Business Cycle
  • CFNAI
  • US Growth
READ
  • 1.6K views

Limited rebound in the Chinese activity

  • 31 March 2020
  • International

Philippe Waechter

The activity does not contract any more in March but the rebound appears limited and without ripple effect. Chinese activity indices rebounded in March. The manufacturing sector index went from…
  • Business Cycle
  • China
  • PMI Official Surveys
READ
  • 1.4K views

The biggest break in the American economy?

  • 27 March 2020
  • United States

Philippe Waechter

Are the United States facing the biggest break in activity in their history?This may be the story told by the number of weekly jobless claims.It is linked to the number…
  • Business Cycle
  • Covid-19
  • Employment
  • Growth
  • Jobless Claims
READ
  • 643 views

The French economy hit hard by the epidemic

  • 26 March 2020
  • France

Philippe Waechter

The French economy is operating at 65% of its capacities at the end of March. INSEE shows the importance of a containment of limited duration INSEE published the note we…
  • Business Cycle
  • Coronavirus
  • Growth during the epidemic
  • INSEE
READ
  • 421 views

French GDP shrinking in the last quarter

  • 31 January 2020
  • France

Philippe Waechter

Activity contracted during the last 3 months of 2019. Growth for 2020 promises to be more difficult.It will be less than 1% after 1.2% in 2019. French growth was negative…
  • Business Cycle
  • GDP Growth
  • Internal Demand
  • Investment
READ
  • 2.9K views

A robust French Economy despite the strike

  • 17 December 2019
  • France

Philippe Waechter

The Markit survey for France does not suggest in December an inflection that can be linked to the social movement. The economy’s capacity to adapt is stronger than we imagine…
  • Business Cycle
  • Labor Market
  • Markit Survey
READ
  • 377 views

What to expect this week? November 18 to 24, 2019

  • 17 November 2019
  • News & Chronicles

Philippe Waechter

HighlightsMinutes of the last Fed’s meeting (Nov. 20) and of the last ECB’s meeting (Nov.21)The Fed’s minutes will reveal the discussions on the drop of the Fed’s benchmark rate but…
  • Business Cycle
  • ECB
  • Federal Reserve
  • France
  • INSEE
  • Markit
  • Monetary Policy
  • United Kingdom
  • US Existing Home Sales
READ
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