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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 11 views

The German plan that Europe was waiting for

  • 21 March 2025
  • Euro Area

Philippe Waechter

READ
  • Europe
  • Germany
  • Infrastructure
  • 9 views

What if the German recovery plan was the long-awaited boost for Europe?

  • 18 March 2025
  • Euro Area

Philippe Waechter

Since 2019, the German economy has stagnated, and the negative impact of Covid has been caught up with but not overcome. German GDP increased from 100 to 100.2 between 2019…

READ
  • economic recovery
  • Germany
  • 6 views

The necessary German revival

  • 29 November 2023
  • Eurozone

Philippe Waechter

Is the German model still the reference towards which Europeans wanted to move in the recent past? Not sure It rested on several pillars1– The Mittelstand at the heart of…

READ
  • China
  • Energy
  • Germany
  • Public Finance
  • 27 views

100 Years ago, German Hyperinflation

  • 6 November 2023
  • Decoding

Philippe Waechter

This morning while looking at an app on my phone, it says that in 1923, a century ago, a loaf of bread in Germany sold for 140 billion marks. This episode of hyperinflation is the…

READ
  • Germany
  • Hyperinflation
  • Inflation
  • 24 views

Germany is struggling

  • 27 September 2023
  • Euro Area

Philippe Waechter

The German economy will be in recession this year. The GDP figures go in this direction and the cyclical indicators do not give any signals contrary to it. Yet Germany was on…

READ
  • China
  • Energy
  • Germany
  • World Trade
  • 59 views

In January, the business situation is robust in the Eurozone

  • 24 January 2022
  • Euro Area

Philippe Waechter

The Markit index for the entire economy of the Euro zone dipped in January 2022. It stood at 52.4, losing almost one point compared to December. Economic activity continues to…

READ
  • Germany
  • Inflation
  • Markit Surveys
  • 521 views

Coming this week (Jan 13-19) – What to keep in mind from last week ?

  • 12 January 2020
  • News & Chronicles

Philippe Waechter

German growth, US Industrial Production, UK retail sales, Chinese external trade and industrial production, US Jolts, Retail sales and inflation rate in the US Highlights —German GDP annual growth for…

READ
  • Chinese External Trade
  • Germany
  • inflation rate
  • UK Retail Sales
  • USA
  • 506 views

What to expect this week ? December 9 to 15, 2019

  • 8 December 2019
  • News & Chronicles

Philippe Waechter

UK general elections, Christine Lagarde first monetary policy meeting, the Fed pauses, ECB and Fed’s forecasts, German external trade, Chinese CPI Highlights —The main point will be the UK general…

READ
  • China
  • ECB
  • Federal Reserve
  • Germany
  • Inflation
  • UK General Elections
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