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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 552 views

What the Fed Is Missing

  • 23 July 2018
  • Financial Markets

Philippe Waechter

A complement to my recent post on the signal brought by an inverted yield curve on the economic activity. The Federal Reserve isn’t worried about the yield curve, and it…

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  • Economic Activity
  • Federal Reserve
  • Yield Curve
  • 609 views

Wishful thinking at the Bank of England

  • 21 June 2018
  • United Kingdom

Philippe Waechter

The BoE comment on its monetary policy suggests that a rate hike is a possibility at the August meeting as activity is expected to rise. BUT, the momentum is low…

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  • Bank of England
  • Economic Activity
  • Monetary Policy
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