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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 1.5K 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…

READ
  • Business Cycle
  • Covid-19
  • Employment
  • Growth
  • Jobless Claims
  • 820 views

What to expect this week ? December 2 to 8, 2019

  • 2 December 2019
  • News & Chronicles

Philippe Waechter

Christine Lagarde at the European Parliament on December the 2nd. Markit and ISM surveys, German industrial orders, the Chinese external trade and US employment. The COP 25 in Spain. Highlights…

READ
  • China
  • COP25
  • Employment
  • External Trade
  • ISM
  • Markit Survey
  • US
  • 334 views

What to expect this week: October 28 to November 3, 2019

  • 28 October 2019
  • International

Philippe Waechter

Highlights The Fed’s meeting with a press conference and a press release on Wednesday. Two questions: are disagreements between FOMC members remain as high as in September ? Will the…

READ
  • Brexit
  • ECB
  • Employment
  • Euro Area
  • Federal Reserve
  • Inflation
  • Monetary Policy
  • US
  • 430 views

The pace of the US labor market is changing

  • 6 August 2019
  • United States

Philippe Waechter

T he US job market has really changed pace in the past six months. It stabilizes but the trend is not on the downside yet. It will be for the…

READ
  • Employment
  • JOLTS
  • Labor Market
  • 324 views

Strong Labor Market in France

  • 12 June 2019
  • France

Philippe Waechter

French employment is growing rapidly. 92 800 jobs have been added during the 1st quarter 2019. It’s more than the most optimistic forecasts and this figure is close to those…

READ
  • Employment
  • Labor Market
  • 419 views

GDP, Employment and Productivity in the Euro Area

  • 15 May 2019
  • Euro Area

Philippe Waechter

Employment increased in the euro area during the first quarter (+ 1.4% annualized). The pace of job creations is solid. However, since the beginning of 2018, productivity has lost momentum…

READ
  • Employment
  • Growth
  • Productivity
  • 452 views

No more samba in Brazil – My Tuesday column

  • 9 October 2018
  • Brazil

Philippe Waechter

This post is available in pdf format My Tuesday Column – 9 October 2018 Jair Bolsonaro has come out in the lead in the Brazilian presidential elections with 46%. Looking…

READ
  • Employment
  • Growth
  • Interest Rates
  • 368 views

French growth and employment: A comparison with the Euro Area

  • 11 September 2018
  • France

Philippe Waechter

The French government is currently scaling down its growth forecast for 2018. In the initial budget the expected growth rate was 1.7% but was upgraded at 2% in April before…

READ
  • Business Cycle
  • Employment
  • Euro Area
  • Growth momentum
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