Ostrum
  • News & Chronicles
  • France
  • Euro Area
  • United States
  • International
  • Politics & Society
  • Monetary Policy
  • Media
  • Decoding
  • About Philippe Waechter
Philippe Waechter's blog
  • Insights
  • About us
  • Expertise
  • Our people
  • Media

Philippe Waechter's blog
My french blog
  • News & Chronicles
  • France
  • Euro Area
  • United States
  • International
  • Politics & Society
  • Monetary Policy
  • Media
  • Decoding
  • About Philippe Waechter
  • News & Chronicles
  • Climate
  • France
  • Euro Area
  • United States
  • International
  • Politics & Society
  • Monetary Policy
  • Media
  • Decoding
Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 572 views

Economic surveys (Markit, ISM), Capital goods orders in Germany, US employment, Chinese external trade Coming this week (March 2 – March 8) The impact of the coronavirus, US Interest rates – Central banks’ credibility at risk (What to keep in mind from last week)

  • 2 March 2020
  • News & Chronicles

Philippe Waechter

Markit, ISM, US Employment Report, German Industrial Orders, Chinese External Trade but also US 10 year rate at its lowest and central banks’ credibility Highlights Markit Surveys in the manufacturing…

READ
  • China
  • Coronavirus
  • Euro Area Inflation Rate
  • Interest Rates
  • ISM
  • Markit Survey
  • Monetary Policy
  • US employment
  • 1.2K views

Chinese Exports: an extended slowdown

  • 8 December 2019
  • International

Philippe Waechter

The growth of the Chinese economy is constrained by the global economic cycle and can not find a relay through its internal demand.China will have to negotiate with the USA…

READ
  • China
  • Exports
  • External Trade
  • ISM
  • 820 views

What to expect this week ? December 2 to 8, 2019

  • 2 December 2019
  • News & Chronicles

Philippe Waechter

Christine Lagarde at the European Parliament on December the 2nd. Markit and ISM surveys, German industrial orders, the Chinese external trade and US employment. The COP 25 in Spain. Highlights…

READ
  • China
  • COP25
  • Employment
  • External Trade
  • ISM
  • Markit Survey
  • US
  • 336 views

What to expect this week? November 4 to 10, 2019

  • 3 November 2019
  • International

Philippe Waechter

Highlights The ISM global index (5) will be the major data this week. It is consistent with the GDP growth momentum and was particularly weak in September compared to what was…

READ
  • China
  • Euro Area
  • Industrial Orders
  • ISM
  • Markit
  • Trade Balance
  • US
  • 356 views

The global manufacturing sector is strongly constrained

  • 2 October 2019
  • International

Philippe Waechter

Reduction in new export orders is the most important economic phenomenon for the business cycle in recent months. It cannot be ruled out that measures to constrain international trade have…

READ
  • Business Cycle
  • ISM
  • Manufacturing Sector
  • Markit Survey
  • 292 views

What to expect this week: Sept. 30 to October 6, 2019

  • 29 September 2019
  • International

Philippe Waechter

The most important data of the week will be the US ISM survey for the manufacturing sector (October 1). It was at 49.1 in August down below the 50 threshold…

READ
  • Business Cycle
  • Euro Area
  • inflation rate
  • ISM
  • Markit Survey
  • 394 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…

READ
  • Business Cycle
  • Germany
  • ISM
  • Labor Market
  • Markit Survey
  • USA
  • 302 views

Manufacturing ISM down for the 3rd consecutive month

  • 1 July 2019
  • International

Philippe Waechter

The downward adjustment of the manufacturing sector ISM has continued since the high point of August 2018. The flagship indicator of the US economy must be based on a less…

READ
  • Business Cycle
  • ISM
  • USA
Subscribe to the newsletter

All the news from Philippe Waechter’s blog in your mailbox


Loading

Le magazine d’experts d’Ostrum

ABOUT OSTRUM AM
  • About us
  • Media room
  • Our publications
  • Cookie Policy (EU)
FOLLOW ME ON
EXTERNAL LINKS
  • Economists
  • Think tank
  • Central banks
  • Blog roll
©Ostrum AM 2025
An affiliate of : Plan de travail 2

Input your search keywords and press Enter.

Manage Cookie Consent
We use cookies to optimize our website and our service.
Functional Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
Manage options Manage services Manage {vendor_count} vendors Read more about these purposes
View preferences
{title} {title} {title}