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DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 231 views

From Yesterday to Today – October 23 – Saving limits uncertainty but penalizes the recovery

  • 23 October 2020
  • News & Chronicles

Philippe Waechter

Household savings increased dramatically during the health crisis at the risk, by reducing demand, of slowing the recovery in activity and employment. Everyone is reassured by saving but creates the…

READ
  • Covid-19 Impact on Growth
  • Economic Policy
  • France
  • Households Saving
  • 485 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…

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  • Eurozone
  • France
  • inflation rate
  • Unemployment Rate
  • US External Trade
  • 377 views

What to expect this week? November 18 to 24, 2019

  • 17 November 2019
  • News & Chronicles

Philippe Waechter

HighlightsMinutes of the last Fed’s meeting (Nov. 20) and of the last ECB’s meeting (Nov.21)The Fed’s minutes will reveal the discussions on the drop of the Fed’s benchmark rate but…

READ
  • Business Cycle
  • ECB
  • Federal Reserve
  • France
  • INSEE
  • Markit
  • Monetary Policy
  • United Kingdom
  • US Existing Home Sales
  • 292 views

What to expect next week? September 23 to 29, 2019

  • 22 September 2019
  • International

Philippe Waechter

Highlights Corporate surveys will highlight the business cycle foreseeable future. The IFO will be released on Tuesday 24 as will be the French Climat des Affaires. The French momentum is…

READ
  • Business Cycle
  • Consumer Confidence
  • France
  • Germany
  • IFO
  • Inflation
  • INSEE
  • Markit
  • USA
  • 437 views

Business investment profile is still worrisome

  • 7 May 2019
  • World Economy

Philippe Waechter

The pace of capital goods orders in Germany in March suggests a further slowdown in investment in OECD countries over the coming months. Orders are down 5.9% year-on-year and this…

READ
  • France
  • Germany
  • Investment
  • OECD
  • 298 views

Growth rebound in the Eurozone

  • 30 April 2019
  • Euro Area

Philippe Waechter

Growth resumes in the Eurozone. For the EA, it is 0.4% and for Spain 0.7%. Even Italy is recovering and returning to positive territory. France disappoints. Despite strong measures taken…

READ
  • France
  • GDP Growth
  • Italy
  • Spain
  • 394 views

Message from French households: no future

  • 9 January 2019
  • World Economy

Philippe Waechter

For French households, the future has darkened during the last two months. The household confidence index plummeted in December and households’ perception of their own situation or that of all…

READ
  • Consumer Confidence
  • France
  • 265 views

US, UK, France and Spain – Heterogeneous growth during the first quarter

  • 27 April 2018
  • Growth

Philippe Waechter

During the first quarter, growth was robust in the US and in Spain, slightly lower than expected in France and weaker than anticipated in the United Kingdom. The first graph…

READ
  • France
  • Spain
  • United Kingdom
  • United States
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