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Philippe Waechter's blog
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  • News & Chronicles
  • France
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  • International
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  • Media
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  • About Philippe Waechter
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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 142 views

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

  • 4 November 2020
  • France

Philippe Waechter

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…
  • Euro Area
  • Public Finance Sustainability
  • Sovereign Debt Crisis
  • Structural Deficit
READ
  • 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…
  • China
  • Euro Area
  • Industrial Orders
  • ISM
  • Markit
  • Trade Balance
  • US
READ
  • 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…
  • Brexit
  • ECB
  • Employment
  • Euro Area
  • Federal Reserve
  • Inflation
  • Monetary Policy
  • US
READ
  • 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…
  • Brexit
  • Euro Area
  • IMF Forecasts
  • Industrial Production
  • Japan
  • Retail Sales
  • USA
READ
  • 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…
  • Business Cycle
  • Euro Area
  • inflation rate
  • ISM
  • Markit Survey
READ
  • 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…
  • Business Cycle
  • Euro Area
  • Markit
  • USA
READ
  • 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…
  • ECB
  • Euro Area
  • Germany
  • JOLTS
READ
  • 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…
  • China
  • Euro Area
  • Germany
  • Industrial Production
  • Inflation
  • USA
  • World Trade
READ
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