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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 130 views

US stimulus, rising rates, the dollar and the euro area

  • 5 March 2021
  • Euro Area

Philippe Waechter

With US yields rising, the rest of the world follows in their wake.This surge is driven by two factors: 1 – the swift upturn in oil prices, which translate expectations of…

READ
  • Biden's stimulus package
  • Interest Rates
  • Oil Price
  • 1.2K views

The downturn trend in oil price will not reverse

  • 13 April 2020
  • International

Philippe Waechter

The question on oil is simple: demand has dropped by 30 million barrels / day & inventories are overflowing. If production is cut by 10 million it will not reverse…

READ
  • Oil Price
  • Oil Production
  • OPEC
  • 1.2K views

The global coming recession (What to expect this week)

  • 8 March 2020
  • International

Philippe Waechter

The supply value chain is broken as a consequence of the Chinese containment. The recovery is slow and the epidemic is not over. Therefore, the global production will decrease. That’s…

READ
  • ECB
  • Federal Reserve
  • Global Recession
  • Interest Rates
  • Monetary Policy
  • Oil Price
  • 717 views

Risk of global recession increases after Baghdad

  • 3 January 2020
  • Politics & Society

Philippe Waechter

Political tensions in the Middle East could translate into a permanently higher oil price, penalizing households’ purchasing power and weakening consumption, a major support for the global economy The year…

READ
  • Iran
  • Middle East
  • Oil Price
  • USA
  • 281 views

The oil price jumped after the attack

  • 16 September 2019
  • Politics & Society

Philippe Waechter

After the attacks on oil installations in Saudi Arabia, the price, on Monday, climbed 13% over last Friday. This is an important jump, witnessing the Saudi’s decline in production by…

READ
  • International
  • Oil market
  • Oil Price
  • Saudi Arabia
  • 299 views

The oil price huge drop

  • 4 June 2019
  • International

Philippe Waechter

The oil price dropped dramatically in recent days. The reversal on expectations is the same than on interest rates. #oilprice #interestrates #recession

READ
  • Inflation
  • Monetary Policy
  • Oil Price
  • 292 views

Low inflation rate expected in 2019, lower than core inflation

  • 20 December 2018
  • Oil

Philippe Waechter

The price of oil is, on December 19, 20% below its 2018 average. The contribution of energy to the inflation rate will quickly be negative. Inflation will fall below 1%…

READ
  • Inflation
  • Monetary Policy
  • Oil Price
  • 570 views

The ECB will be unable to normalize its monetary policy soon

  • 26 November 2018
  • Euro Area

Philippe Waechter

The ECB will not start the normalization of its monetary policy in 2019. The interest rate level will remain stable, my bet is that the refi rate and the deposit…

READ
  • ECB
  • inflation rate
  • Markit Survey
  • Oil Price
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