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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 1.1K views

Chinese growth has disappeared

  • 16 March 2020
  • International

Philippe Waechter

The collapse of industrial production foreshadows what the future figures could be in the Euro zone. The collapse of Chinese industrial production is spectacular. The figures were expected to decline…
  • China
  • Coronavirus
  • Industrial Production
  • Récession
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
  • 259 views

What to expect this week: October 14 to 20, 2019

  • 14 October 2019
  • International

Philippe Waechter

Highlights Next Tuesday, the IMF will release its new forecasts. Comments are bearish, the global economic outlook will weaker than last spring or last July forecasts. In July, the world…
  • Brexit
  • Euro Area
  • IMF Forecasts
  • Industrial Production
  • Japan
  • Retail Sales
  • USA
READ
  • 375 views

What to expect this week: October 7 to 13, 2019

  • 6 October 2019
  • International

Philippe Waechter

Highlights The most important data this week will be the industrial production indices in Europe. Germany and Spain (8) and France, Italy and UK (10).Their momentum will reflect and highlight…
  • Europe
  • Industrial Production
  • Japan
  • JOLTS
  • Retail Sales
  • US Labor market
READ
  • 401 views

Recession in Germany

  • 7 August 2019
  • Euro Area

Philippe Waechter

German production fell -1.8% in June over one month (excluding construction). It has fallen in 5 of the last 6 quarters and in Q2 the decline is -7.5% annualized rate.…
  • Germany
  • Growth
  • Industrial Production
  • Récession
READ
  • 287 views

What to expect next week ? (July 15 – July 21, 2019)

  • 12 July 2019
  • News & Columns

Philippe Waechter

Highlights > The Chinese GDP growth number for the second quarter (July 15). During the first three months of the year growth was at 6.4% It should be lower as…
  • China
  • GDP Growth
  • Germany
  • Industrial Production
  • NextWeek
  • Retail Sales
  • USA
  • ZEW
READ
  • 382 views

What to expect next week ? (July 8 – July 14, 2019)

  • 5 July 2019
  • International

Philippe Waechter

Highlights External trade for Germany is the statistics I will focus on this week (July 8). Since the beginning of the year, real exports are slowing down as a consequence…
  • China
  • Euro Area
  • Germany
  • Industrial Production
  • Inflation
  • USA
  • World Trade
READ
  • 396 views

What to expect next week ?

  • 7 June 2019
  • International

Philippe Waechter

Highlights Chinese trade figures, industrial production and retail sales for May are key to see how China cushions the negative international trade shock. Weak number would imply new measures to…
  • China
  • EuroArea
  • Industrial Production
  • Inflation
  • USA
READ
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