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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 37 views

The keys to the week of May 13, 2024

  • 14 May 2024
  • News & Chronicles

Philippe Waechter

My point of attention: Europe is on the road to decarbonizing its electricity productionMy expectations this week: the US inflation rate for the month of April 7 themes this week=>…

READ
  • China
  • Decarbonation
  • Electric Vehicles
  • Employment
  • Inflation
  • United Kingdom
  • 91 views

Activity is running out of steam in Europe, the 5th wave is the explanation

  • 16 December 2021
  • Euro Area

Philippe Waechter

The uncertainty linked to the new variant of the Covid weighs on economic activity in December.All the survey indicators for the month are deteriorating. This is particularly the case for…

READ
  • Business Climate
  • INSEE
  • Markit Surveys
  • United Kingdom
  • 461 views

The Brexit is done and could lead to a rapid change

  • 3 February 2020
  • International

Philippe Waechter

The main question after the launch of the Brexit, last Friday, is to know how things will change and at which speed. In a recent post on my blog I…

READ
  • Brexit
  • European Union
  • United Kingdom
  • 433 views

On Brexit day…uncertainty still remains

  • 31 January 2020
  • International

Philippe Waechter

The United Kingdom will officially leave the European Union tonight. The country made a political choice – rather than an economic decision – when its people decided to exit the…

READ
  • Brexit
  • European Union
  • United Kingdom
  • 1K views

Brexit will take place on January 31

  • 13 December 2019
  • International

Philippe Waechter

The British vote validates the choice of Brexit and the exit from the European Union on January 31, 2020. Boris Johnson is free to define his strategy. Boris Johnson’s huge…

READ
  • Boris Johnson
  • Brexit
  • UK General Elections
  • United Kingdom
  • 402 views

What to expect this week? November 18 to 24, 2019

  • 17 November 2019
  • News & Chronicles

Philippe Waechter

HighlightsMinutes of the last Fed’s meeting (Nov. 20) and of the last ECB’s meeting (Nov.21)The Fed’s minutes will reveal the discussions on the drop of the Fed’s benchmark rate but…

READ
  • Business Cycle
  • ECB
  • Federal Reserve
  • France
  • INSEE
  • Markit
  • Monetary Policy
  • United Kingdom
  • US Existing Home Sales
  • 367 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…

READ
  • EuroArea
  • GDP
  • Germany
  • Japan
  • Retail Sales
  • United Kingdom
  • USA
  • 338 views

Brexit after the deal

  • 18 October 2019
  • International

Philippe Waechter

The Brexit deal takes all its flavor by looking at the situation in Northern Ireland. It will be in the United Kingdom and the single market. The UK will therefore…

READ
  • Brexit
  • United Kingdom
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