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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 781 views

Governments against the euro zone

  • 27 November 2019
  • Euro Area

Philippe Waechter

The ECB monetary policy became frankly accommodating only because Draghi had the perception that governments and the Commission would never let go on fiscal policy.
Will Christine Lagarde fall into the same trap as Draghi?
  • ECB
  • Monetary Policy
  • Policy Mix
READ
  • 302 views

The 2 pages Macro

  • 18 March 2019
  • Macroeconomics

Philippe Waechter

This short document (2 pages) is a synthesis of my macroeconomic views. One page of explanation and one page of graphs – The 2 pages Macro – 15 March 2019
  • China
  • ECB
  • Euro Area
  • Fiscal Policy
  • Monetary Policy
  • Policy Mix
  • USA
READ
  • 1.1K views

Soaring US deficit is a source of concern

  • 13 April 2018
  • Economic Policy

Philippe Waechter

When our grandchildren study economics one day, will they systematically have to add a dummy variable* to their econometric equations for the period covering the Trump administration? Will the US…
  • Budget Deficit
  • Donald Trump
  • Fiscal Policy
  • Policy Mix
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