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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 18 views

Consumers at the heart of the risk of recession in the United States

  • 17 March 2025
  • United States

Philippe Waechter

Recession fears are growing in the United States as the economy trended robustly toward the end of Joe Biden’s term. This shift in outlook is becoming increasingly significant. About ten…

READ
  • Consumer Confidence
  • Recession
  • 25 views

Keys of the Week, March 11 2024

  • 12 March 2024
  • Actus & Chroniques

Philippe Waechter

My point of attention: Countries in the South are driving growth in the EurozoneNext week’s update: US inflation rate Six themes this week =>What if inflation did not fall in…

READ
  • China
  • Employment
  • Inflation
  • Monetary Policy
  • Recession
  • 58 views

Keys of the week – 23 January 2023

  • 25 January 2023
  • News & Chronicles

Philippe Waechter

Understand the macroeconomic events of the past week.Risk of recession in Europe, real estate in the US with a downside risk and gold price which follows an irrational trajectory

READ
  • Business Cycle
  • China
  • EuroAera
  • Gold Price
  • Inflation
  • Recession
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