Inflation – Philippe Waechter's blog

Philippe Waechter's blog

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Growth and inflation in China argue for a very accommodative monetary policy

17 January 2022

International

The slowdown in growth and the very low inflation in China will lead to the implementation of a very accommodating monetary policy. This has already started and will continue throughout…

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35 views

Inflation continues, the Fed could weigh on growth

13 January 2022

Monetary Policy

Philippe Waechter

US inflation is mainly conditioned by the pace of the price of goods and that of oil. The rush of households on goods, while inventories were reduced, is the source…

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Central banks that adapt but do not create movement

17 December 2021

Monetary Policy

Philippe Waechter

At the central bank meetings this week, the change in tone and the measures announced have essentially reflected the end of macroeconomic catching-up. GDP has converged to a level equivalent…

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17 views

Will the Fed ever be restrictive?

15 December 2021

Monetary Policy

Philippe Waechter

The options taken by the Fed at its meeting on December 15 validate investors’ expectations Anticipations that the Fed itself had forged with these same investors in recent weeks. We…

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Inflation – Have central banks lost control?

13 December 2021

International

Philippe Waechter

Central bankers are meeting this week. The Fed will give its verdict on Wednesday while the ECB and Bank of England speak on Thursday.This series of meetings comes as inflation…

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423 views

Paul Volcker, a victim of his own success

16 December 2019

Decoding

Philippe Waechter

Paul Volcker blazed a trail as he waged the war on inflation, and shaped the financial landscape over the past 40 years. His passing at the age of 92 signals…

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491 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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330 views

What to expect this week: October 28 to November 3, 2019

28 October 2019

International

Philippe Waechter

Highlights The Fed’s meeting with a press conference and a press release on Wednesday. Two questions: are disagreements between FOMC members remain as high as in September ? Will the…

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DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

Growth and inflation in China argue for a very accommodative monetary policy

Inflation continues, the Fed could weigh on growth

Central banks that adapt but do not create movement

Will the Fed ever be restrictive?

Inflation – Have central banks lost control?

Paul Volcker, a victim of his own success

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

What to expect this week: October 28 to November 3, 2019

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