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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 226 views

From Today to Tomorrow – November 16 – Risks on the recovery in the euro zone

  • 16 November 2020
  • Euro Area

Philippe Waechter

The resumption of growth in the euro zone, beyond the second lockdown, will be more dependent than in the past on the dynamics of its internal demand. The world is…
  • Covid-19 Impact on Growth
  • Deflation Risk
  • Growth Recovery
READ
  • 184 views

From Yesterday to Today – October 26 – In the short term, the biggest threat is deflation

  • 26 October 2020
  • Euro Area

Philippe Waechter

The low inflation observed in the euro zone will translate into very weak wage dynamics. Demand will be weak while health constraints will weigh on activity. A situation that will…
  • Covid-19 Impact on Growth
  • Curfew
  • Deflation Risk
READ
  • 214 views

From Yesterday to Today – October 19 – The second wave and the risk of deflation in Europe

  • 19 October 2020
  • Monetary Policy

Philippe Waechter

The new measures on containment / curfew will influence the momentum of the activity. The uncertainty will create a wait-and-see attitude. Nothing to do with the general containment of the…
  • Covid-19 Impact on Growth
  • Deflation Risk
  • ECB
READ
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