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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 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
  • 451 views
Photo by Maryna Yazbeck on Unsplash

The ECB and its forecasts

  • 4 June 2020
  • Euro Area

Philippe Waechter

The ECB has increased the size of the specific pandemic plan. The PEPP (Pandemic Emergency Purchase Program) which amount was 750 billion usable until December 2020 is increased to 1350…
  • ECB
  • ECB forecasts
  • Monetary Policy
READ
  • 606 views

The ECB is committed for 750 billion against the epidemic.

  • 19 March 2020
  • Euro Area

Philippe Waechter

The ECB puts itself in front of the States which will sharply increase their public deficit in order to fight the epidemic. The program will thus reduce financial fragmentation and…
  • Coronavirus
  • ECB
  • Monetary Policy
READ
  • 1.2K views

The global coming recession (What to expect this week)

  • 8 March 2020
  • International

Philippe Waechter

The supply value chain is broken as a consequence of the Chinese containment. The recovery is slow and the epidemic is not over. Therefore, the global production will decrease. That’s…
  • ECB
  • Federal Reserve
  • Global Recession
  • Interest Rates
  • Monetary Policy
  • Oil Price
READ
  • 1.2K views

The ECB will not follow the Federal Reserve

  • 4 March 2020
  • Euro Area

Philippe Waechter

Will the ECB follow the Federal Reserve. Will it slash its main interest rates ? The answer is a clear no. The US 10 year interest rate dropped dramatically in…
  • ECB
  • Federal Reserve
  • Monetary Policy
READ
  • 414 views

Coming this week (Jan 20-26) – What to keep in mind from last week ?

  • 20 January 2020
  • News & Chronicles

Philippe Waechter

ECB meeting, BoJ meeting, ZEW survey, Climat des Affaires in France, Markit surveys, UK labor market, ECB survey on banks’ lending Highlights —ECB meeting on monetary policy (Jan.23) BoJ meeting…
  • BoJ
  • ECB
  • INSEE Climat des Affaires
  • Markit
  • MMonetary Policy
  • UK Labor Market
  • ZEW
READ
  • 467 views

What to expect this week ? December 9 to 15, 2019

  • 8 December 2019
  • News & Chronicles

Philippe Waechter

UK general elections, Christine Lagarde first monetary policy meeting, the Fed pauses, ECB and Fed’s forecasts, German external trade, Chinese CPI Highlights —The main point will be the UK general…
  • China
  • ECB
  • Federal Reserve
  • Germany
  • Inflation
  • UK General Elections
READ
  • 781 views

Governments against the euro zone

  • 27 November 2019
  • Euro Area

Philippe Waechter

The ECB monetary policy became frankly accommodating only because Draghi had the perception that governments and the Commission would never let go on fiscal policy.
Will Christine Lagarde fall into the same trap as Draghi?
  • ECB
  • Monetary Policy
  • Policy Mix
READ
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