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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 21 views

Keys of the Week – January 16, 2023

  • 16 January 2023
  • News & Chronicles

Philippe Waechter

Understand the macroeconomic events of the past week.US inflation, wages in Europe, industrial production in Europe and inflation and foreign trade in China

READ
  • China
  • Eurozone
  • Industrial Production
  • Inflation
  • Trade Balances
  • US
  • Wages
  • 382 views

What to expect this week ? December 16 to 22, 2019

  • 16 December 2019
  • News & Chronicles

Philippe Waechter

Markit Surveys (Flash estimates for December), IFO survey, INSEE Climat des Affaires, the Italian Business Survey, the industrial production in China and in the US, Retail sales in China, Meeting…

READ
  • Bank of England
  • China
  • IFO
  • Industrial Production
  • INSEE
  • Markit Survey
  • US
  • 810 views

What to expect this week ? December 2 to 8, 2019

  • 2 December 2019
  • News & Chronicles

Philippe Waechter

Christine Lagarde at the European Parliament on December the 2nd. Markit and ISM surveys, German industrial orders, the Chinese external trade and US employment. The COP 25 in Spain. Highlights…

READ
  • China
  • COP25
  • Employment
  • External Trade
  • ISM
  • Markit Survey
  • US
  • 326 views

What to expect this week? November 4 to 10, 2019

  • 3 November 2019
  • International

Philippe Waechter

Highlights The ISM global index (5) will be the major data this week. It is consistent with the GDP growth momentum and was particularly weak in September compared to what was…

READ
  • China
  • Euro Area
  • Industrial Orders
  • ISM
  • Markit
  • Trade Balance
  • US
  • 330 views

What to expect this week: October 28 to November 3, 2019

  • 28 October 2019
  • International

Philippe Waechter

Highlights The Fed’s meeting with a press conference and a press release on Wednesday. Two questions: are disagreements between FOMC members remain as high as in September ? Will the…

READ
  • Brexit
  • ECB
  • Employment
  • Euro Area
  • Federal Reserve
  • Inflation
  • Monetary Policy
  • US
  • 368 views

What to expect next week ? August 26 to September 1, 2019.

  • 26 August 2019
  • International

Philippe Waechter

Highlights > GDP figures for the second quarter in the US (29), Germany (27), Italy (30) and France (29) will give details on the composition of growth in all these…

READ
  • Business Cycle
  • GDP Growth
  • Germany
  • Italy
  • Labor Market
  • US
  • 464 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
  • China
  • Trade War
  • US
  • 422 views

The US labor market momentum

  • 11 April 2019

    Philippe Waechter

    I follow this graphic step by step. The change in trend on the Jolts’ survey reflects that found in the Conference Board survey. The job market may be changing in…

    READ
    • Conference Board
    • JOLTS
    • Labor Market
    • US
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