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DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 376 views

US growth momentum – Coming this week (Dec 23-29)

  • 23 December 2019
  • News & Chronicles

Philippe Waechter

Durable goods orders, Chicago Fed Index on Economic Activity, Retail Sales in Japan Highlights —Durable goods orders in the US for November (Dec. 23)The main source of weakness for the…

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  • CFNAI
  • Durable Goods
  • Japan
  • Retail Sales
  • USA
  • 343 views

What to expect this week? November 11 to 17, 2019

  • 8 November 2019
  • International

Philippe Waechter

Highlights GDP growth for the third quarter in Germany (Nov.14) and the ZEW survey for November (Nov.12)The industrial contraction during the third quarter and the fragility seen on the services…

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  • EuroArea
  • GDP
  • Germany
  • Japan
  • Retail Sales
  • United Kingdom
  • USA
  • 262 views

What to expect this week: October 14 to 20, 2019

  • 14 October 2019
  • International

Philippe Waechter

Highlights Next Tuesday, the IMF will release its new forecasts. Comments are bearish, the global economic outlook will weaker than last spring or last July forecasts. In July, the world…

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  • Brexit
  • Euro Area
  • IMF Forecasts
  • Industrial Production
  • Japan
  • Retail Sales
  • USA
  • 441 views

What to expect this week: October 7 to 13, 2019

  • 6 October 2019
  • International

Philippe Waechter

Highlights The most important data this week will be the industrial production indices in Europe. Germany and Spain (8) and France, Italy and UK (10).Their momentum will reflect and highlight…

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  • Europe
  • Industrial Production
  • Japan
  • JOLTS
  • Retail Sales
  • US Labor market
  • 328 views

What to expect next week ? (July 15 – July 21, 2019)

  • 12 July 2019
  • News & Columns

Philippe Waechter

Highlights > The Chinese GDP growth number for the second quarter (July 15). During the first three months of the year growth was at 6.4% It should be lower as…

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  • China
  • GDP Growth
  • Germany
  • Industrial Production
  • NextWeek
  • Retail Sales
  • USA
  • ZEW
  • 281 views

United Kingdom – Last exit before inflation

  • 23 March 2017
  • United Kingdom

Philippe Waechter

The rapid improvement of retail sales in February (+1.5%) has to be interpreted with care. The retail sales momentum has deeply changed in recent months. After a strong recovery since…

READ
  • Inflation
  • Retail Sales
  • 237 views

3 Graphs on US Retail Sales in September: A Low Momentum

  • 14 October 2016
  • World Economy

Philippe Waechter

Retail sales were up in September. They increase by 0.6% after a retreat of -0.2% in August and a weak rise (0.1%) in July. On average for the quarter, retail…

READ
  • Households' Ecpenditures
  • Retail Sales
  • USA
  • 272 views

Gloomy Summer for Growth in the US

  • 15 September 2016

    Philippe Waechter

    After the deep drop in the ISM surveys for August (see here and here) we have had two new important data. Retail sales were down by -0.3% in August after…

    READ
    • Growth
    • Industrial Production
    • Retail Sales
    • USA
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