Japan – Philippe Waechter's blog

Philippe Waechter's blog

534 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

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

805 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

376 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

342 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

262 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

417 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

328 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

316 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

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

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)

Japan – The coming recession

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

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

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

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

Economic Outlook – September 2016

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

Subscribe to the newsletter

ABOUT PHILIPPE WAECHTER

ABOUT OSTRUM AM

FOLLOW ME ON

EXTERNAL LINKS