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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 1.1K views

Chinese growth has disappeared

  • 16 March 2020
  • International

Philippe Waechter

The collapse of industrial production foreshadows what the future figures could be in the Euro zone. The collapse of Chinese industrial production is spectacular. The figures were expected to decline…
  • China
  • Coronavirus
  • Industrial Production
  • Récession
READ
  • 663 views

The drop in the official Chinese PMI – Is the Global Recession coming ?

  • 29 February 2020
  • International

Philippe Waechter

The PMI survey for the manufacturing sector dropped to 35.7 in February, way below the weakest recorded number during the 2008 financial crisis. The index was at 38.8 in November…
  • China
  • PMI Survey
  • Récession
READ
  • 370 views

The German recession is here

  • 13 August 2019
  • Euro Area

Philippe Waechter

The risk of recession is increasing in #Germany. The figures for industrial production (-7.5% in Q2 at annual rate (see here)) set the context for the GDP figure to be…
  • Germany
  • Récession
  • ZEW
READ
  • 402 views

Recession in Germany

  • 7 August 2019
  • Euro Area

Philippe Waechter

German production fell -1.8% in June over one month (excluding construction). It has fallen in 5 of the last 6 quarters and in Q2 the decline is -7.5% annualized rate.…
  • Germany
  • Growth
  • Industrial Production
  • Récession
READ
  • 335 views

The recession is at the corner

  • 7 August 2019
  • United States

Philippe Waechter

Investors do not see how to exit from uncertainties. They rush on non-risky assets. The recession at the corner #monetarypolicy #recession In the past, when all market rates on the…
  • Interest Rates
  • Monetary Policy
  • Récession
READ
  • 269 views

US yield curve – an update

  • 3 June 2019
  • International

Philippe Waechter

Inversion of the US yield curve. The signal for a forthcoming recession. No one wants to take bets on the future.
  • Federal Reserve
  • Monetary Policy
  • Récession
  • United States
READ
  • 290 views

US interest rates (update)

  • 29 May 2019
  • International

Philippe Waechter

  • Federal Reserve
  • Interest Rate
  • Monetary Policy
  • Récession
  • United States
READ
  • 353 views

Inversion of the US yield curve

  • 28 May 2019
  • International

Philippe Waechter

  • Federal Reserve
  • Monetary Policy
  • Récession
  • Yield Curve
READ
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