Trade War – Philippe Waechter's blog

Philippe Waechter's blog

366 views

Baltic Dry Index, Trade war and Coronavirus Coming this week (Feb.3 – Feb.9) and Brexit and weak business cycle What to keep in mind from last week (Jan. 27 – Feb.2)

3 February 2020

News & Chronicles

Baltic Dry Index and Trade War, Coronavirus, US Employment, Business Surveys and German Orders – Coming this week (Feb3-Feb9) – Brexit, US GDP and US Euro Area – What to…

READ

449 views

A very relevant column on the new stages of the trade war

19 November 2019

International

Philippe Waechter

This column, “The Case Is Only Growing for an Economic Forever War”, by Shawn Donnan, was posted on the Bloomberg website. President Donald Trump’s trade war with China has become…

READ

230 views

What to expect next week ? August 19 to August 25, 2019.

19 August 2019

International

Philippe Waechter

Highlights > Discussions on trade war between China and the US have been the main trigger for financial markets last week. It will continue as China is ready for retaliation.…

READ

239 views

Macro 2 pager – Short term dynamics

5 June 2019

Economic Outlook

Philippe Waechter

The document contains in two pages the main articulations of global macro dynamics as I see them.The document is available here Macro-2Pagers-Scenario-June 4 2019

READ

413 views

US-Chinese tension makes for a fascinating time in history

20 May 2019

International

Philippe Waechter

Donald Trump’s tweets on May 5 fueled tension between China and the US, dramatically triggering renewed speculation on the conditions of any fresh trade deal. China retaliated to fresh US…

READ

514 views

The Fed will stay on the path to higher rates in 2019 – My Monday column

24 September 2018

My Monday Column

Philippe Waechter

This post is available in pdf format Federal Reserve – My monday Column The Federal Reserve meets on September 25 and 26, and a 25bps hike to the fed funds…

READ

242 views

Is a currency war a credible Chinese retaliation measure?

20 July 2018

China

Philippe Waechter

What could happen if China transforms the trade war into a currency war? An excellent article you have to read on Quartz qz.com/1329777/the-us-china-trade-war-could-turn-into-a-currency-war-next/amp/

READ

330 views

Trade War Erupts On No. 1 U.S. Farm Export to China

6 July 2018

World Economy

Philippe Waechter

The Chinese’s retaliation measures have a strong impact on soybean. The US price of soybean has dropped dramatically while at the same time its price in Brazil is surging. Brazil…

READ

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

Baltic Dry Index, Trade war and Coronavirus Coming this week (Feb.3 – Feb.9) and Brexit and weak business cycle What to keep in mind from last week (Jan. 27 – Feb.2)

A very relevant column on the new stages of the trade war

What to expect next week ? August 19 to August 25, 2019.

Macro 2 pager – Short term dynamics

US-Chinese tension makes for a fascinating time in history

The Fed will stay on the path to higher rates in 2019 – My Monday column

Is a currency war a credible Chinese retaliation measure?

Trade War Erupts On No. 1 U.S. Farm Export to China

Subscribe to the newsletter

ABOUT PHILIPPE WAECHTER

ABOUT OSTRUM AM

FOLLOW ME ON

EXTERNAL LINKS