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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 291 views

From Today to Tomorrow – November 18 – A New Global Equilibrium

  • 18 November 2020
  • News & Chronicles

Philippe Waechter

The new free trade treaty is between Asia and China, the precedent should have been between Asia, excluding China, and the USA. Donald Trump decided otherwise upon his arrival at…
  • China
  • China USA
  • RCEP
  • Technological Leadership
READ
  • 233 views

From Yesterday to Today – November 5 – USA and China – Favorite Enemies

  • 5 November 2020
  • News & Chronicles

Philippe Waechter

Donald Trump’s mandate was marked by his battle with China. The Middle Empire is shaking up America economically, technologically and politically. These tensions are not recent but have increased with…
  • China
  • Presidential Election
  • Technological Leadership
READ
  • 201 views

From Yesterday to Today – October 20 – China and the rest of the world

  • 20 October 2020
  • International

Philippe Waechter

The Chinese economy is normalizing. The health alert phase has passed and growth is resuming. It is rather self-centered and is no longer a source of strong impetus for the…
  • China
  • Chinese Growth
  • Growth Normalization
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
  • 1K views

Chinese growth has disappeared

  • 16 March 2020
  • International

Philippe Waechter

The collapse of industrial production foreshadows what the future figures could be in the Euro zone. The collapse of Chinese industrial production is spectacular. The figures were expected to decline…
  • China
  • Coronavirus
  • Industrial Production
  • Récession
READ
  • 510 views

Economic surveys (Markit, ISM), Capital goods orders in Germany, US employment, Chinese external trade Coming this week (March 2 – March 8) The impact of the coronavirus, US Interest rates – Central banks’ credibility at risk (What to keep in mind from last week)

  • 2 March 2020
  • News & Chronicles

Philippe Waechter

Markit, ISM, US Employment Report, German Industrial Orders, Chinese External Trade but also US 10 year rate at its lowest and central banks’ credibility Highlights Markit Surveys in the manufacturing…
  • China
  • Coronavirus
  • Euro Area Inflation Rate
  • Interest Rates
  • ISM
  • Markit Survey
  • Monetary Policy
  • US employment
READ
  • 1.2K views

China and the world – the story of a revolution

  • 1 March 2020
  • International

Philippe Waechter

China’s emergence over the past twenty years has upended the world balance.  During the SARS epidemic, the world did not need to rely on China.  But in today’s era and…
  • China
  • Chinese Growth
  • Coronavirus
READ
  • 636 views

The drop in the official Chinese PMI – Is the Global Recession coming ?

  • 29 February 2020
  • International

Philippe Waechter

The PMI survey for the manufacturing sector dropped to 35.7 in February, way below the weakest recorded number during the 2008 financial crisis. The index was at 38.8 in November…
  • China
  • PMI Survey
  • Récession
READ
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