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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 152 views

From Yesterday to Today – October 30 – Spectacular rebound in growth while awaiting containment

  • 30 October 2020
  • Euro Area

Philippe Waechter

The GDP in France and in the Eurozone countries has clearly improved over the three Summer months. Nevertheless, the level of activity remains a little below 4% of the 2019…
  • GDP Growth
READ
  • 806 views

Strongest decline in US activity since the 4th quarter 2008.

  • 29 April 2020
  • United States

Philippe Waechter

March was devastating for the US economy with a 6.7% drop in consumer spending. The measure of the decline in activity will increase in the second quarter. The breaks noted…
  • Consumption and Covid-19
  • GDP Growth
READ
  • 1.6K views

Historical decline in French GDP

  • 8 April 2020
  • France

Philippe Waechter

French GDP would have declined by 6% in the first quarter according to the Banque de France. It is the first estimate of the 1st quarter of 2020 in developed…
  • Banque de France
  • Covid-19
  • Covid-19 Impact on Growth
  • GDP Growth
READ
  • 659 views

Growth in the US, Germany and France, recession in Japan Coming this week (Feb.24 – March 1) With the coronavirus, the non V-shape scenario for the global economy- (What to keep in mind from last week)

  • 24 February 2020
  • News & Chronicles

Philippe Waechter

GDP growth momentum in the US, Germany and France. Japanese industrial activity, IFO in Germany and Climat des Affaires in France.Coronavirus and Markit Surveys Highlights —GDP estimates for the fourth…
  • Coronavirus
  • French GDP
  • GDP Growth
  • German GDP
  • Japanese Production
  • Markit Surveys
  • US GDP
READ
  • 736 views

Japan – The coming recession

  • 17 February 2020
  • International

Philippe Waechter

Consumption expenditures dropped after the VAT rate hike last October. The GDP was down by -6.3% at annual rate in the last quarter of 2019. No recovery is expected in…
  • GDP Growth
  • Japan
  • VAT impact
READ
  • 378 views

French GDP shrinking in the last quarter

  • 31 January 2020
  • France

Philippe Waechter

Activity contracted during the last 3 months of 2019. Growth for 2020 promises to be more difficult.It will be less than 1% after 1.2% in 2019. French growth was negative…
  • Business Cycle
  • GDP Growth
  • Internal Demand
  • Investment
READ
  • 284 views

France – Robust but unenthusiastic growth

  • 30 October 2019
  • France

Philippe Waechter

GDP growth in France was 1% in Q3 versus 1.1% in the first quarter and 1.4% in the second (annual rate). The carry over for 2019 at then end of…
  • Domestic Demand
  • Economy Policy
  • GDP Growth
  • Growth
READ
  • 335 views

What to expect next week ? August 26 to September 1, 2019.

  • 26 August 2019
  • International

Philippe Waechter

Highlights > GDP figures for the second quarter in the US (29), Germany (27), Italy (30) and France (29) will give details on the composition of growth in all these…
  • Business Cycle
  • GDP Growth
  • Germany
  • Italy
  • Labor Market
  • US
READ
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