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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 342 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
  • 303 views

3 points on the cyclical dynamics in Asia and the Euro zone in June

  • 1 July 2019
  • International

Philippe Waechter

The first point is the rapid slowdown in manufacturing activity in Asia. It is contracting in the 4 major countries, from China to Japan, South Korea and Taiwan. The movement…

READ
  • Asia
  • Business Cycle
  • Eurozone
  • Manufacturing Sector
  • Markit Survey
  • 399 views

The Euro zone slows sharply in March

  • 1 April 2019
  • Actus & Chroniques

Philippe Waechter

The publication March’s Markit indices confirms the downward pressure on activity in the manufacturing sector. The leading indices published for the Euro zone, Germany and France, on March 22, have…

READ
  • Manufacturing Sector
  • Markit
  • 442 views

The shock in the manufacturing sector in Germany: IFO vs Markit

  • 25 March 2019
  • Actus & Chroniques

Philippe Waechter

The modest rebound in the IFO index in March is sometimes interpreted as the counterpoint to the drop of the Markit index released last Friday.There is indeed an opposition in…

READ
  • IFO
  • Manufacturing Sector
  • Markit
  • 340 views

ISM index dropped: a healthy adjustment.

  • 3 January 2019
  • Actus & Chroniques

Philippe Waechter

ISM index dropped: a healthy adjustment.In the USA, the fall of the ISM may reflect a return to a more normal situation? For many months, this indicator for the manufacturing…

READ
  • CFNAI
  • ISM
  • Manufacturing Sector
  • US
  • 300 views

France: the growth momentum is lower than expected

  • 24 October 2018
  • Actus & Chroniques

Philippe Waechter

The French government is still expecting a robust recovery for the last three months of 2018 and for 2019. Companies’ surveys for October do not allow such optimism.  The main…

READ
  • INSEE
  • Manufacturing Sector
  • Markit
  • 539 views

The global economic outlook in 3 graphs

  • 3 July 2018
  • World Economy

Philippe Waechter

The economic environment is changing. The world Markit index level in the manufacturing sector is still showing growth (index at 53 above the threshold of 50) but it is trending…

READ
  • Growth momentum
  • Manufacturing Sector
  • 209 views

The virtuous loop between activity in the manufacturing sector and world trade

  • 4 October 2017
  • World Economy

Philippe Waechter

The world trade rebound will continue in the forthcoming months. That’s what the graph between world trade growth and the Markit index suggests. The robust level of the manufacturing index…

READ
  • Manufacturing Sector
  • Markit Survey
  • World Trade
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