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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 428 views

Coming this week (Jan 20-26) – What to keep in mind from last week ?

  • 20 January 2020
  • News & Chronicles

Philippe Waechter

ECB meeting, BoJ meeting, ZEW survey, Climat des Affaires in France, Markit surveys, UK labor market, ECB survey on banks’ lending Highlights —ECB meeting on monetary policy (Jan.23) BoJ meeting…

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  • BoJ
  • ECB
  • INSEE Climat des Affaires
  • Markit
  • MMonetary Policy
  • UK Labor Market
  • ZEW
  • 401 views

What to expect this week? November 18 to 24, 2019

  • 17 November 2019
  • News & Chronicles

Philippe Waechter

HighlightsMinutes of the last Fed’s meeting (Nov. 20) and of the last ECB’s meeting (Nov.21)The Fed’s minutes will reveal the discussions on the drop of the Fed’s benchmark rate but…

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  • Business Cycle
  • ECB
  • Federal Reserve
  • France
  • INSEE
  • Markit
  • Monetary Policy
  • United Kingdom
  • US Existing Home Sales
  • 335 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
  • 382 views

Recession risks in the Euro Area, not yet in the US

  • 23 September 2019
  • International

Philippe Waechter

Markit surveys for September show a slow momentum in the Euro area and in the US.The synthetic index for the Euro Area (weighted average of the manufacturing and non manufacturing…

READ
  • Business Cycle
  • Euro Area
  • Markit
  • USA
  • 302 views

What to expect next week? September 23 to 29, 2019

  • 22 September 2019
  • International

Philippe Waechter

Highlights Corporate surveys will highlight the business cycle foreseeable future. The IFO will be released on Tuesday 24 as will be the French Climat des Affaires. The French momentum is…

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  • Business Cycle
  • Consumer Confidence
  • France
  • Germany
  • IFO
  • Inflation
  • INSEE
  • Markit
  • USA
  • 405 views

What to expect next week ? (July 1 – July 7, 2019)

  • 28 June 2019
  • International

Philippe Waechter

Highlights The ISM index for the manufacturing sector (July 1) will be the main indicator in the coming week. The slowdown in the US business cycle may be confirmed in…

READ
  • ISM
  • Labor Market
  • Markit
  • USA
  • 326 views

What to expect next week ?

  • 31 May 2019
  • International

Philippe Waechter

What do I expect as being important next week: 7 points at leastMarkit and ISM indices in the manufacturing sector (June 3)German Industrial Orders for April (June 6)US employment for…

READ
  • ECB
  • ISM
  • Markit
  • What to expect
  • 416 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
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