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

  • 543 views

Markit surveys, ZEW and UK labor market and retail sales for the coming week – The low growth momentum in Europe, the negative supply shock in China and the disinflation in the US in 2020 (from last week)

  • 17 February 2020
  • News & Chronicles

Philippe Waechter

Markit surveys in the EA, UK, Japan and US for February, ZEW in Germany, Retail sales in the UK The PMI Markit survey for February (flash estimate for Japan, Euro…

READ
  • Disinflation in the US
  • Japan
  • Markit Survey
  • UK Labor Market
  • UK Retail Sales
  • ZEW
  • 961 views

Japan – The coming recession

  • 17 February 2020
  • International

Philippe Waechter

Consumption expenditures dropped after the VAT rate hike last October. The GDP was down by -6.3% at annual rate in the last quarter of 2019. No recovery is expected in…

READ
  • GDP Growth
  • Japan
  • VAT impact
  • 383 views

US growth momentum – Coming this week (Dec 23-29)

  • 23 December 2019
  • News & Chronicles

Philippe Waechter

Durable goods orders, Chicago Fed Index on Economic Activity, Retail Sales in Japan Highlights —Durable goods orders in the US for November (Dec. 23)The main source of weakness for the…

READ
  • CFNAI
  • Durable Goods
  • Japan
  • Retail Sales
  • USA
  • 367 views

What to expect this week? November 11 to 17, 2019

  • 8 November 2019
  • International

Philippe Waechter

Highlights GDP growth for the third quarter in Germany (Nov.14) and the ZEW survey for November (Nov.12)The industrial contraction during the third quarter and the fragility seen on the services…

READ
  • EuroArea
  • GDP
  • Germany
  • Japan
  • Retail Sales
  • United Kingdom
  • USA
  • 265 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…

READ
  • Brexit
  • Euro Area
  • IMF Forecasts
  • Industrial Production
  • Japan
  • Retail Sales
  • USA
  • 451 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…

READ
  • Europe
  • Industrial Production
  • Japan
  • JOLTS
  • Retail Sales
  • US Labor market
  • 363 views

Economic Outlook – September 2016

  • 29 September 2016
  • World Economy

Philippe Waechter

The Economic Outlook issue for September 2016 is now available Economic-Outlook-September-2016

READ
  • Brexit
  • Business Cycle
  • China
  • ECB
  • Economic Outlook
  • Euro Area
  • Federal Reserve
  • Inflation
  • Interest Rate
  • Internal Demand
  • Japan
  • Monetary Policy
  • United Kingdom
  • United States
  • 337 views

United Kingdom (confidence), Japan (production) France (consumption)

  • 31 August 2016
  • World Economy

Philippe Waechter

Rebound of the UK consumer confidence index in August After the referendum on Brexit, June the 23rd, households were worried by the consequences of the “Leave” option. They thought that…

READ
  • Consumer Confidence
  • France
  • Households' Ecpenditures
  • Industrial Production
  • Japan
  • United Kingdom
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}