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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 453 views

Coming this week (Jan 6-12) – What to keep in mind from last week ?

  • 6 January 2020
  • News & Chronicles

Philippe Waechter

Eurozone inflation rate and unemployment rate, US report on the labor market, German Industrial Orders, US external trade, French consumer confidence Highlights for next week —Inflation rate in the Euro…
  • Eurozone
  • France
  • inflation rate
  • Unemployment Rate
  • US External Trade
READ
  • 325 views

Macro 5 Pager – Macroeconomic Momentum – 8 July 2019

  • 11 July 2019
  • International

Philippe Waechter

> The world economy’s slightly chaotic showings reflect the likely end to a world balance dominated by the US, as well as the hunt for a new world order. This…
  • Business Cycle
  • Eurozone
  • Monetary Policy
  • USA
READ
  • 295 views

3 points on the cyclical dynamics in Asia and the Euro zone in June

  • 1 July 2019
  • International

Philippe Waechter

The first point is the rapid slowdown in manufacturing activity in Asia. It is contracting in the 4 major countries, from China to Japan, South Korea and Taiwan. The movement…
  • Asia
  • Business Cycle
  • Eurozone
  • Manufacturing Sector
  • Markit Survey
READ
  • 754 views

Long-lasting shock on the world economy My weekly column

  • 11 April 2019
  • Euro Area

Philippe Waechter

Concerns and uncertainties on world economic activity having been gathering pace since the fall. The swift decline in world trade reflects this change in pace, moving into the red with…
  • Eurozone
  • Investment
  • Negative Shock
READ
  • 265 views

US jobs and manufacturing activity My Wednesday column

  • 7 November 2018
  • My Monday Column

Philippe Waechter

This post is available in pdf format My Wedenesday Column – November 7 US job growth is buoyant, but is it all down to the Trump effect? The US economy created…
  • Employment Report
  • Eurozone
  • Growth
  • US
  • World Trade
READ
  • 184 views

Euro Area – Growth Momentum is still on the up side

  • 23 November 2017
  • Actus & Chroniques

Philippe Waechter

Corporate surveys in November show that the pace of growth is still accelerating in the Euro Area. This can be seen at the global level but also in every sector,…
  • Eurozone
  • Growth
  • Monetary Policy
READ
  • 285 views

Euro Area: +6.6 million jobs since 2013

  • 13 September 2017
  • Euro Area

Philippe Waechter

During the first half of 2017, the employment level came back at its pre-crisis peak level. This was already the case for the first quarter but it has been confirmed…
  • Employment
  • Eurozone
  • Growth
READ
  • 252 views

Euro Area – Robust Dynamics in August according to Markit

  • 23 August 2017
  • Actus & Chroniques

Philippe Waechter

Synthetic indices on economic activity stabilized in August according to the Markit Survey that was out this morning. These figures are consistent with a 0.5/0.6% GDP growth for the third…
  • Eurozone
  • Growth momentum
  • Markit Survey
READ
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