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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 527 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

Philippe Waechter

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…
  • Disinflation in the US
  • Japan
  • Markit Survey
  • UK Labor Market
  • UK Retail Sales
  • ZEW
READ
  • 400 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…
  • BoJ
  • ECB
  • INSEE Climat des Affaires
  • Markit
  • MMonetary Policy
  • UK Labor Market
  • ZEW
READ
  • 312 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…
  • Business Cycle
  • Germany
  • ZEW
READ
  • 356 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…
  • Germany
  • Récession
  • ZEW
READ
  • 278 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…
  • China
  • GDP Growth
  • Germany
  • Industrial Production
  • NextWeek
  • Retail Sales
  • USA
  • ZEW
READ
  • 261 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…
  • Business Cycle
  • Germany
  • IFO
  • ZEW
READ
  • 290 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…
  • Business Cycle
  • Germany
  • ZEW
READ
  • 245 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
  • ZEW
READ
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