ZEW – Philippe Waechter's blog

Philippe Waechter's blog

424 views

Markit surveys, ZEW and UK labor market and retail sales for the coming week – The low growth momentum in Europe, the negative supply shock in China and the disinflation in the US in 2020 (from last week)

17 February 2020

News & Chronicles

Markit surveys in the EA, UK, Japan and US for February, ZEW in Germany, Retail sales in the UK The PMI Markit survey for February (flash estimate for Japan, Euro…

READ

281 views

Coming this week (Jan 20-26) – What to keep in mind from last week ?

20 January 2020

News & Chronicles

Philippe Waechter

ECB meeting, BoJ meeting, ZEW survey, Climat des Affaires in France, Markit surveys, UK labor market, ECB survey on banks’ lending Highlights ECB meeting on monetary policy (Jan.23) BoJ meeting…

READ

218 views

The ZEW remains weak in September

17 September 2019

Euro Area

Philippe Waechter

The ZEW measured as the average of its two components remains in very negative territory in September. Its reversal mentioned here and there is very relative. The expectation component is…

READ

255 views

The German recession is here

13 August 2019

Euro Area

Philippe Waechter

The risk of recession is increasing in #Germany. The figures for industrial production (-7.5% in Q2 at annual rate (see here)) set the context for the GDP figure to be…

READ

201 views

What to expect next week ? (July 15 – July 21, 2019)

12 July 2019

News & Columns

Philippe Waechter

Highlights > The Chinese GDP growth number for the second quarter (July 15). During the first three months of the year growth was at 6.4% It should be lower as…

READ

163 views

Is it just a cold for Germany ?

24 June 2019

Euro Area

Philippe Waechter

And what about #Germany ? Is it a cold or is it more than that ? At least a cold but with the White House thinking that the world is…

READ

212 views

Lower ZEW index implies turmoil in Germany

18 June 2019

International

Philippe Waechter

The drop of the #ZEW survey increases the downside risk for the #German economy. It is linked with the rapid slowdown of the world trade. As no agreement is expected…

READ

167 views

The German Economy is losing steam in July

15 July 2014

Actus & Chroniques

Philippe Waechter

The ZEW index was trending downward in July – Will the World Cup success change the trend? I do not believe in this kind of effects

READ

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

Markit surveys, ZEW and UK labor market and retail sales for the coming week – The low growth momentum in Europe, the negative supply shock in China and the disinflation in the US in 2020 (from last week)

Coming this week (Jan 20-26) – What to keep in mind from last week ?

The ZEW remains weak in September

The German recession is here

What to expect next week ? (July 15 – July 21, 2019)

Is it just a cold for Germany ?

Lower ZEW index implies turmoil in Germany

The German Economy is losing steam in July

Subscribe to the newsletter

ABOUT PHILIPPE WAECHTER

ABOUT OSTRUM AM

FOLLOW ME ON

EXTERNAL LINKS