Euro Area – Philippe Waechter's blog

Philippe Waechter's blog

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From Yesterday to Today – November 3 – France, its Public Deficit and the fragility of the Euro Area

4 November 2020

France

The IMF suggests that France should revive its economy but also should plan a strategy to rebalance its public finances as soon as activity picks up. Its fear is a…

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302 views

What to expect this week? November 4 to 10, 2019

3 November 2019

International

Philippe Waechter

Highlights The ISM global index (5) will be the major data this week. It is consistent with the GDP growth momentum and was particularly weak in September compared to what was…

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304 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…

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248 views

What to expect this week: October 14 to 20, 2019

14 October 2019

International

Philippe Waechter

Highlights Next Tuesday, the IMF will release its new forecasts. Comments are bearish, the global economic outlook will weaker than last spring or last July forecasts. In July, the world…

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267 views

What to expect this week: Sept. 30 to October 6, 2019

29 September 2019

International

Philippe Waechter

The most important data of the week will be the US ISM survey for the manufacturing sector (October 1). It was at 49.1 in August down below the 50 threshold…

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343 views

Recession risks in the Euro Area, not yet in the US

23 September 2019

International

Philippe Waechter

Markit surveys for September show a slow momentum in the Euro area and in the US.The synthetic index for the Euro Area (weighted average of the manufacturing and non manufacturing…

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321 views

What to expect next week: September 9 to 15, 2019.

9 September 2019

International

Philippe Waechter

Highlights The ECB meeting will be the most important event of the week. Bazooka measures are expected with lower deposit rate (associated with a tiering depending on the size of…

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366 views

What to expect next week ? (July 8 – July 14, 2019)

5 July 2019

International

Philippe Waechter

Highlights External trade for Germany is the statistics I will focus on this week (July 8). Since the beginning of the year, real exports are slowing down as a consequence…

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DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

From Yesterday to Today – November 3 – France, its Public Deficit and the fragility of the Euro Area

What to expect this week? November 4 to 10, 2019

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

What to expect this week: October 14 to 20, 2019

What to expect this week: Sept. 30 to October 6, 2019

Recession risks in the Euro Area, not yet in the US

What to expect next week: September 9 to 15, 2019.

What to expect next week ? (July 8 – July 14, 2019)

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