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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 70 views

Keys of the week – 30 January 2023

  • 30 January 2023
  • News & Chronicles

Philippe Waechter

Understand the macroeconomic events of the past week.The revival of the European cycle in spite of German fragility. The robustness of the French economy but a concern about real estate.…

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  • Business Cycle
  • ECB
  • Euro Area
  • Federal Reserve
  • Inflation
  • Monetary Policy
  • SP Global
  • Spain
  • USA
  • 153 views

The return of the missing link in Spanish growth

  • 24 May 2022
  • Euro Area

Philippe Waechter

Activity in Spain has been severely penalized by the pandemic. Tourists stayed home and the economy suffered. In April, the dynamics are changing giving Spain back the ability to recover…

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  • Growth
  • Spain
  • Tourism
  • 301 views

Growth rebound in the Eurozone

  • 30 April 2019
  • Euro Area

Philippe Waechter

Growth resumes in the Eurozone. For the EA, it is 0.4% and for Spain 0.7%. Even Italy is recovering and returning to positive territory. France disappoints. Despite strong measures taken…

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  • France
  • GDP Growth
  • Italy
  • Spain
  • 292 views

US, UK, France and Spain – Heterogeneous growth during the first quarter

  • 27 April 2018
  • Growth

Philippe Waechter

During the first quarter, growth was robust in the US and in Spain, slightly lower than expected in France and weaker than anticipated in the United Kingdom. The first graph…

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  • France
  • Spain
  • United Kingdom
  • United States
  • 367 views

A lower momentum for the Euro Area during the second quarter

  • 12 August 2016
  • Euro Area

Philippe Waechter

GDP growth for the Euro Area was confirmed at 0.3% (flat) for the second quarter of this year (2.2% at annual rate). The table below shows growth figures for different…

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  • Belgium
  • Finland
  • France
  • GDP
  • Germany
  • Greece
  • Italy
  • Netherlands
  • Portugal
  • Spain
  • 234 views

Benchmarks after a vacation period

  • 10 August 2016
  • Weekly Column

Philippe Waechter

After a vacation period we all need to look at economic indicators to refresh our perception of the economic outlook. I propose a series of graphs with rapid comments. Point…

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  • Brexit
  • Business Cycle
  • Euro Area
  • Federal Reserve
  • France
  • Growth
  • Japan
  • Monetary Policy
  • Spain
  • United Kingdom
  • United States
  • 164 views

Growth momentum falters in the Euro Area during the second quarter

  • 29 July 2016
  • Euro Area

Philippe Waechter

The GDP growth number for the Euro Area was halved in the second quarter when compared to the first. During the first three months of the year, GDP was up…

READ
  • France
  • GDP
  • Spain
  • 236 views

Strong start for the Euro Area in 2016

  • 29 April 2016
  • Euro Area

Philippe Waechter

The first quarter of 2016 shows a strong acceleration in the economic activity of the Euro Area. Its growth was 2.2% at annual rate after 1.4% during the last three…

READ
  • France
  • GDP
  • Spain
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