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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 361 views

What to expect this week: October 7 to 13, 2019

  • 6 October 2019
  • International

Philippe Waechter

Highlights The most important data this week will be the industrial production indices in Europe. Germany and Spain (8) and France, Italy and UK (10).Their momentum will reflect and highlight…
  • Europe
  • Industrial Production
  • Japan
  • JOLTS
  • Retail Sales
  • US Labor market
READ
  • 269 views

Another moment, Mr. Executioner

  • 14 March 2019
  • European Commission

Philippe Waechter

The British parliament is undecided. The vote on the possibility of a no deal is very divided. 321 against a no deal but 278 in favor of a lack of…
  • Brexit
  • Europe
  • United k
READ
  • 239 views

Video – Brexit – 2 years after the referendum

  • 6 July 2018
  • United Kingdom

Philippe Waechter

[youtube https://www.youtube.com/watch?v=L5qnLBuaEhc&w=560&h=315]
  • Brexit
  • Europe
READ
  • 247 views

Italy – Conte resigns but political imbroglio and uncertainty persist

  • 28 May 2018
  • Italy

Philippe Waechter

The Italian situation becomes more complex after the resignation of Prime Minister Guiseppe Conte. The Italian president didn’t validate the government Conte has presented to him. In this possible government,…
  • Europe
  • Political Equilibrium
READ
  • 226 views

Italy again

  • 25 May 2018
  • Italy

Philippe Waechter

The lull in Italy after Conte’s appointment was short-lived. The 10-year rate is up sharply while the German rate retreats. The spread is increasing. The Salvona hypothesis for finance minister…
  • Europe
  • Interest Rates
READ
  • 261 views

Giuseppe Conte: The New Italian Prime Minister – 6 remarks

  • 24 May 2018
  • Italy

Philippe Waechter

Giuseppe Conte has been appointed Prime Minister by Italian President Sergio Mattarella. The next step is the formation of the government that will reflect the balance of strength between the…
  • Europe
  • Giuseppe Conte
  • Political Equilibrium
READ
  • 359 views

Emmanuel Macron’s first anniversary as President – part 2 Europe

  • 17 May 2018
  • France

Philippe Waechter

After just one year it is still too soon to make a full assessment of the Macron presidency, so the question we must answer is whether the measures taken by…
  • 1 Year at the Elysee Palace
  • Emmanuel Macron
  • Europe
READ
  • 180 views

2018 – Strong expectations in a world that has changed

  • 5 January 2018
  • Actus & Chroniques

Philippe Waechter

The year ahead gives us a number of reasons to be optimistic that I would like to share with you. World trade has taken an upturn, oil prices remain reasonable,…
  • Economic Outlook
  • Europe
  • Political Equilibrium
READ
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