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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 503 views

French households concerned but not worried

  • 8 January 2020
  • France

Philippe Waechter

Households do not like the uncertainty caused by the social movement since December. Until then their outlook was very optimistic. They are less so, but do not show any break.…

READ
  • Consumer Confidence
  • INSEE
  • 292 views

What to expect next week? September 23 to 29, 2019

  • 22 September 2019
  • International

Philippe Waechter

Highlights Corporate surveys will highlight the business cycle foreseeable future. The IFO will be released on Tuesday 24 as will be the French Climat des Affaires. The French momentum is…

READ
  • Business Cycle
  • Consumer Confidence
  • France
  • Germany
  • IFO
  • Inflation
  • INSEE
  • Markit
  • USA
  • 368 views

French Households are optimistic

  • 27 August 2019
  • France

Philippe Waechter

French households are optimistic. INSEE the French statistical institute has just released its consumer confidence survey for August. The synthetic index is 2% above its historical average. Last November, at…

READ
  • Consumer Confidence
  • INSEE
  • 394 views

Message from French households: no future

  • 9 January 2019
  • World Economy

Philippe Waechter

For French households, the future has darkened during the last two months. The household confidence index plummeted in December and households’ perception of their own situation or that of all…

READ
  • Consumer Confidence
  • France
  • 316 views

United Kingdom (confidence), Japan (production) France (consumption)

  • 31 August 2016
  • World Economy

Philippe Waechter

Rebound of the UK consumer confidence index in August After the referendum on Brexit, June the 23rd, households were worried by the consequences of the “Leave” option. They thought that…

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  • Consumer Confidence
  • France
  • Households' Ecpenditures
  • Industrial Production
  • Japan
  • United Kingdom
  • 288 views

British households are not happy

  • 8 July 2016
  • United Kingdom

Philippe Waechter

After a vote, people are generally happy with the result. That’s what we see in France after a presidential election. With a new president there is a new situation and…

READ
  • Brexit
  • Consumer Confidence
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