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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 343 views

What to expect this week? November 11 to 17, 2019

  • 8 November 2019
  • International

Philippe Waechter

Highlights GDP growth for the third quarter in Germany (Nov.14) and the ZEW survey for November (Nov.12)The industrial contraction during the third quarter and the fragility seen on the services…

READ
  • EuroArea
  • GDP
  • Germany
  • Japan
  • Retail Sales
  • United Kingdom
  • USA
  • 408 views

What to expect next week ?

  • 7 June 2019
  • International

Philippe Waechter

Highlights Chinese trade figures, industrial production and retail sales for May are key to see how China cushions the negative international trade shock. Weak number would imply new measures to…

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  • China
  • EuroArea
  • Industrial Production
  • Inflation
  • USA
  • 249 views

The Italian standpoint is changing – My Monday column

  • 10 September 2018
  • My Monday Column

Philippe Waechter

This post is available in pdf format  My weekly Column – Italy Standpoint – PW What were last week’s major changes? The main change was in Italy with a strong and…

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  • EuroArea
  • Germany
  • Growth
  • Interest Rates
  • Italy
  • US
  • 261 views

The ECB keeps its hands on monetary policy

  • 26 October 2017
  • Euro Area

Philippe Waechter

As expected the ECB has maintained the level of its three interest rates and reduced the size of its asset purchase programme (APP). The refi rate is still at 0%,…

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  • ECB
  • EuroArea
  • Monetary Policy
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