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Philippe Waechter's blog
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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 625 views

UK leaves the EU; FOMC and BoE – Coming this week (Jan 27-Feb.2) and ECB and Coronavirus What to keep in mind from last week (Jan 13 – Jan 19)

  • 26 January 2020
  • News & Chronicles

Philippe Waechter

UK leaving the EU, Federal Reserve, US GDP, Euro Area GDP, French GDP, IFO, ECB, Coronavirus Highlights The UK will leave the European Union next Friday. It’s sad news for…
  • Brexit
  • Euro Area GDP
  • Federal Reserve
  • IFO
  • US GDP
READ
  • 380 views

What to expect this week ? December 16 to 22, 2019

  • 16 December 2019
  • News & Chronicles

Philippe Waechter

Markit Surveys (Flash estimates for December), IFO survey, INSEE Climat des Affaires, the Italian Business Survey, the industrial production in China and in the US, Retail sales in China, Meeting…
  • Bank of England
  • China
  • IFO
  • Industrial Production
  • INSEE
  • Markit Survey
  • US
READ
  • 282 views

What to expect this week: October 21 to 27, 2019

  • 20 October 2019
  • International

Philippe Waechter

Highlights The ECB meeting (October 24) will be the most important event of the week.During last meeting, the ECB adopted a very accommodative monetary policy stance. This led to important discussions…
  • ECB
  • IFO
  • INSEE
  • Mario Draghi
  • Markit Survey
READ
  • 279 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…
  • Business Cycle
  • Consumer Confidence
  • France
  • Germany
  • IFO
  • Inflation
  • INSEE
  • Markit
  • USA
READ
  • 268 views

Is it just a cold for Germany ?

  • 24 June 2019
  • Euro Area

Philippe Waechter

And what about #Germany ? Is it a cold or is it more than that ? At least a cold but with the White House thinking that the world is…
  • Business Cycle
  • Germany
  • IFO
  • ZEW
READ
  • 385 views

The shock in the manufacturing sector in Germany: IFO vs Markit

  • 25 March 2019
  • Actus & Chroniques

Philippe Waechter

The modest rebound in the IFO index in March is sometimes interpreted as the counterpoint to the drop of the Markit index released last Friday.There is indeed an opposition in…
  • IFO
  • Manufacturing Sector
  • Markit
READ
  • 311 views

Germany and France on a slower momentum

  • 25 August 2016
  • Actus & Chroniques

Philippe Waechter

According to companies’ survey in Germany and in France the economic activity was marginally down in August. German’s companies were a little more pessimistic for the 6 month period to…
  • France
  • Germany
  • IFO
  • INSEE
READ
  • 250 views

Daily Column – IFO Rebound in November: is it sufficient?

  • 25 November 2014
  • Daily Column

Philippe Waechter

Every morning I record a podcast in French (see here) on a specific topic. The text below is the translation of this morning podcast. After the rebound of the ZEW…
  • Business Cycle
  • Germany
  • IFO
READ
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