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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 442 views

Coming this week (Jan 13-19) – What to keep in mind from last week ?

  • 12 January 2020
  • News & Chronicles

Philippe Waechter

German growth, US Industrial Production, UK retail sales, Chinese external trade and industrial production, US Jolts, Retail sales and inflation rate in the US Highlights —German GDP annual growth for…
  • Chinese External Trade
  • Germany
  • inflation rate
  • UK Retail Sales
  • USA
READ
  • 711 views

Risk of global recession increases after Baghdad

  • 3 January 2020
  • Politics & Society

Philippe Waechter

Political tensions in the Middle East could translate into a permanently higher oil price, penalizing households’ purchasing power and weakening consumption, a major support for the global economy The year…
  • Iran
  • Middle East
  • Oil Price
  • USA
READ
  • 433 views

Uncertainty on trade dynamics takes over from risk

  • 31 December 2019
  • Politics & Society

Philippe Waechter

The United States’ unilateral economic policy is generating major uncertainties on world growth and casting severe doubt over institutions and trade.  Hefty risk perception was a key feature of 2019, as the White House’s trade war and systematic reprisals from China fueled the prospect of a watershed…
  • Donald Trump
  • International Trade
  • USA
READ
  • 370 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…
  • CFNAI
  • Durable Goods
  • Japan
  • Retail Sales
  • USA
READ
  • 435 views

The Fed is staying the course

  • 11 December 2019
  • Monetary Policy

Philippe Waechter

The absence of inflation gives additional margins in the event of a negative shock. The Fed is in a comfortable position The Fed is optimistic about the profile of the…
  • Federal Reserve
  • Interest Rates
  • USA
READ
  • 533 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…
  • China
  • Donald Trump
  • Trade War
  • USA
READ
  • 341 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…
  • EuroArea
  • GDP
  • Germany
  • Japan
  • Retail Sales
  • United Kingdom
  • USA
READ
  • 259 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…
  • Brexit
  • Euro Area
  • IMF Forecasts
  • Industrial Production
  • Japan
  • Retail Sales
  • USA
READ
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