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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 366 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
  • 371 views

US growth momentum – Coming this week (Dec 23-29)

  • 23 December 2019
  • News & Chronicles

Philippe Waechter

Durable goods orders, Chicago Fed Index on Economic Activity, Retail Sales in Japan Highlights —Durable goods orders in the US for November (Dec. 23)The main source of weakness for the…
  • CFNAI
  • Durable Goods
  • Japan
  • Retail Sales
  • USA
READ
  • 256 views

The US monetary policy and the economic’s momentum

  • 29 October 2019
  • Monetary Policy

Philippe Waechter

The CFNAI index (Fed Chicago) indicates in September that the Fed’s decision to ease monetary policy is not linked to a risk of recession. An index close to -0.7 generally…
  • Business Cycle
  • CFNAI
  • Federal Reserve
  • Monetary Policy
READ
  • 603 views

Can we expect lower Fed's rate in July ?

  • 24 June 2019
  • International

Philippe Waechter

The possibility of a 50 basis point interest rate cut by the US Federal Reserve is on everyone’s lips. The dots chart published at the end of the June 19…
  • CFNAI
  • Federal Reserve
  • Monetary Policy
READ
  • 326 views

ISM index dropped: a healthy adjustment.

  • 3 January 2019
  • Actus & Chroniques

Philippe Waechter

ISM index dropped: a healthy adjustment.In the USA, the fall of the ISM may reflect a return to a more normal situation? For many months, this indicator for the manufacturing…
  • CFNAI
  • ISM
  • Manufacturing Sector
  • US
READ
  • 382 views

Is the ISM index a bubble?

  • 5 September 2018
  • Actus & Chroniques

Philippe Waechter

The ISM index for the manufacturing sector is, in August, at its highest since May 2004. It was then at 61.3 versus 61.4 in May 2004. The reading of this…
  • CFNAI
  • ISM
  • USA
READ
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