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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

  • 380 views

French GDP shrinking in the last quarter

  • 31 January 2020
  • France

Philippe Waechter

Activity contracted during the last 3 months of 2019. Growth for 2020 promises to be more difficult.It will be less than 1% after 1.2% in 2019. French growth was negative…
  • Business Cycle
  • GDP Growth
  • Internal Demand
  • Investment
READ
  • 351 views

Business investment profile is still worrisome

  • 7 May 2019
  • World Economy

Philippe Waechter

The pace of capital goods orders in Germany in March suggests a further slowdown in investment in OECD countries over the coming months. Orders are down 5.9% year-on-year and this…
  • France
  • Germany
  • Investment
  • OECD
READ
  • 725 views

Long-lasting shock on the world economy My weekly column

  • 11 April 2019
  • Euro Area

Philippe Waechter

Concerns and uncertainties on world economic activity having been gathering pace since the fall. The swift decline in world trade reflects this change in pace, moving into the red with…
  • Eurozone
  • Investment
  • Negative Shock
READ
  • 474 views

The inevitable Chinese slowdown – My weekly column

  • 29 January 2019
  • China

Philippe Waechter

This post is available in pdf format My Weekly Column – January 28th Growth in China slowed again in 2018, with an average of 6.6% across the year vs. 6.9%…
  • Investment
  • Structural Adjustments
READ
  • 240 views

France ready and set for growth

  • 6 June 2017
  • Actus & Chroniques

Philippe Waechter

French economic growth is set to step up a pace in 2017 and 2018. It will benefit from a more buoyant world context, which has been visible in the surge…
  • Investment
  • Real Estate
READ
  • 288 views

Economic Outlook – November 2015

  • 19 November 2015
  • Economic Outlook

Philippe Waechter

You will find enclosed my Economic Outlook – November 2015
  • Business Cycle
  • China
  • Euro Area
  • Federal Reserve
  • Growth
  • Interest Rate
  • Investment
  • Labor Market
  • Monetary Policy
  • United States
  • World Trade
READ
  • 347 views

My Macroeconomic column in 8 points (October the 26th)

  • 27 October 2015
  • Macroeconomy

Philippe Waechter

Published in French on October the 26th – Data expected this week but already published are briefly discussed. 8 points to keep in mind this week to highlight the macroeconomic…
  • Business Cycle
  • China
  • Euro Area
  • Federal Reserve
  • France
  • Investment
  • Monetary Policy
  • PMI Surveys
  • United States
  • World Trade
READ
  • 233 views

My Macroeconomic Column in 10 points (October the 12th)

  • 12 October 2015
  • Macroeconomy

Philippe Waechter

Ten macroeconomic points to keep in mind this week 1 – The IMF has revised on the downside its forecast. In 2015 the world GDP will grow by 3.1% after…
  • Business Cycle
  • Euro Area
  • Investment
  • Japan
  • United States
  • World Industrial Production
READ
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