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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 327 views

18 points for the post-vacation period

  • 11 August 2020
  • Actus & Chroniques

Philippe Waechter

The world economy has staged a rebound since April’s lockdown, yet the recovery is not complete, and spending in the services industry is lagging very far behind with uncertainties on…
  • Covid-19
  • Gold
  • Growth and Covid-19
  • Interest Rates
  • Monetary Policy
READ
  • 441 views

The health risk reappears in the USA – A new lockdown is looming.

  • 26 June 2020
  • Actus & Chroniques

Philippe Waechter

The acceleration in the number of Covid-19 patients in the USA is worrying. It diverges from the observation made in Europe and should cause a further upward adjustment of American…
  • Covid-19
  • Employment and Covid-19
  • Lockdown
READ
  • 1.7K views

Historical decline in French GDP

  • 8 April 2020
  • France

Philippe Waechter

French GDP would have declined by 6% in the first quarter according to the Banque de France. It is the first estimate of the 1st quarter of 2020 in developed…
  • Banque de France
  • Covid-19
  • Covid-19 Impact on Growth
  • GDP Growth
READ
  • 811 views

Covid-19 in the US

  • 29 March 2020
  • News & Chronicles

Philippe Waechter

In the United States, the number of Covid-19 infected is increasing at an exponential rate. It almost doubled in 4 days, going from 65,778 on March 25 to 121,478 the…
  • Coronavirus
  • Covid-19
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
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