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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 52 views

Inflation risk wins over investors

  • 16 March 2022
  • Monetary Policy

Philippe Waechter

Twenty days after the invasion of Ukraine by Russia, the risk of inflation takes precedence over the risk of slowing activity in the perception of investors.At her press conference, Christine…

READ
  • Central Banks
  • Inflation
  • Inflation expectations
  • Yield Curve
  • 413 views

Inversion of the US yield curve

  • 28 May 2019
  • International

Philippe Waechter

READ
  • Federal Reserve
  • Monetary Policy
  • Récession
  • Yield Curve
  • 241 views

The flattening of the yield curve and the possibility of a recession in the US.

  • 5 December 2018

    Philippe Waechter

    First step the 5yr-2yr spread is now null before being negative with the Fed tightening. Then the 10yr-2yr will flatten before being negative for the same reason. This has always…

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    • Monetary Policy
    • Récession
    • US
    • Yield Curve
    • 552 views

    What the Fed Is Missing

    • 23 July 2018
    • Financial Markets

    Philippe Waechter

    A complement to my recent post on the signal brought by an inverted yield curve on the economic activity. The Federal Reserve isn’t worried about the yield curve, and it…

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    • Economic Activity
    • Federal Reserve
    • Yield Curve
    • 924 views

    The flattening of the US yield curve is a source of concern – This time is not different

    • 19 July 2018
    • Monetary Policy

    Philippe Waechter

    Jerome Powell said that the yield curve flattening was not a source of concern and that it wasn’t showing a risk of recession as the economy is following a strong…

    READ
    • Récession
    • Yield Curve
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