Germany – Philippe Waechter's blog

Philippe Waechter's blog

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

12 January 2020

News & Chronicles

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…

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428 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…

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307 views

What to expect this week? November 11 to 17, 2019

8 November 2019

International

Philippe Waechter

Highlights GDP growth for the third quarter in Germany (Nov.14) and the ZEW survey for November (Nov.12)The industrial contraction during the third quarter and the fragility seen on the services…

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656 views

The German saving rate doesn’t depend on the ECB interest rates

18 October 2019

Euro Area

Philippe Waechter

There is a lot of talks about the German savings rate, which is supposed to have increased recently in response to the drop in interest rates, notably the ECB rates.…

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240 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…

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287 views

The ZEW remains weak in September

17 September 2019

Euro Area

Philippe Waechter

The ZEW measured as the average of its two components remains in very negative territory in September. Its reversal mentioned here and there is very relative. The expectation component is…

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293 views

What to expect next week: September 9 to 15, 2019.

9 September 2019

International

Philippe Waechter

Highlights The ECB meeting will be the most important event of the week. Bazooka measures are expected with lower deposit rate (associated with a tiering depending on the size of…

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343 views

What to expect next week ? Sep. 2 to Sep. 8, 2019.

2 September 2019

International

Philippe Waechter

Highlights The global economy is slowing very rapidly and the world trade was contracting in June. To anticipate the immediate future on the economic activity, companies’ surveys are key. Next…

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DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

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

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

What to expect this week? November 11 to 17, 2019

The German saving rate doesn’t depend on the ECB interest rates

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

The ZEW remains weak in September

What to expect next week: September 9 to 15, 2019.

What to expect next week ? Sep. 2 to Sep. 8, 2019.

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