Ostrum
  • News & Chronicles
  • France
  • Euro Area
  • United States
  • International
  • Politics & Society
  • Monetary Policy
  • Media
  • Decoding
  • About Philippe Waechter
Philippe Waechter's blog
  • Insights
  • About us
  • Expertise
  • Our people
  • Media

Philippe Waechter's blog
My french blog
  • News & Chronicles
  • France
  • Euro Area
  • United States
  • International
  • Politics & Society
  • Monetary Policy
  • Media
  • Decoding
  • About Philippe Waechter
  • News & Chronicles
  • Climate
  • France
  • Euro Area
  • United States
  • International
  • Politics & Society
  • Monetary Policy
  • Media
  • Decoding
Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 2 min

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…
  • Central Banks
  • Inflation
  • Inflation expectations
  • Yield Curve
READ
  • 2 min

Inflation is accelerating in the Eurozone, it’s not over

  • 2 March 2022
  • Euro Area

Philippe Waechter

The inflation rate in the Euro zone stood at 5.8% in February 2022 against 5.1% in January.The underlying inflation rate stood at 2.7% against 2.3% the previous month.The inflation overhang…
  • Commodity Prices
  • Inflation
  • Ukraine
READ

Ostrum's expert magazine

Find all the news about Ostrum AM in Insight magazine on Ostrum.com

  • 5 min

Russian aggression on Ukraine – Stagflation in Europe and the impact of sanctions

  • 28 February 2022
  • Politics & Society

Philippe Waechter

The stagflation risk in Europe In Western countries, there is renewed risk of stagflation. Uncertainty related to the conflict could lead to delayed investment or consumption expenditures weighing on the…
  • Central Banks
  • Inflation
  • Ruble
  • Russia
  • Sanctions
  • Ukraine
READ
  • 1 min

Employment is on the rise in the Eurozone but productivity is a drag

  • 15 February 2022
  • Euro Area

Philippe Waechter

Employment in the Eurozone increased by 0.5% in the last quarter of 2021. Over one year, it increased by 2.1%. The level of employment is now higher than that seen…
  • Employment
  • Productivity
  • Wages
READ
  • 4 min

Should the ECB become aggressive?

  • 9 February 2022
  • Euro Area

Philippe Waechter

The ECB, after Christine Lagarde’s remarks at the February 3 press conference, is following in the footsteps of the Fed. Like the US central bank, the ECB has changed its…
  • ECB
  • Energy price
  • Federal Reserve
  • Inflation
READ
  • 3 min

2 remarks on Monetary Policy

  • 4 February 2022
  • Monetary Policy

Philippe Waechter

The Bank of England raised its benchmark interest rate by 25 basis points to 0.5%. The trend is still bullish for the next meeting since 4 members of the monetary…
  • Central Banks
  • Energy price
  • Inflation
READ
  • 2 min

January 2022 inflation invalidates a restrictive ECB monetary policy bias

  • 2 February 2022
  • Euro Area

Philippe Waechter

The day before the ECB meeting, the January 2022 inflation figure sheds light on the question of monetary policy. Should it be a little restrictive or should it maintain the…
  • ECB
  • Inflation
READ
  • 1 min

The US economy erases the crisis

  • 27 January 2022
  • United States

Philippe Waechter

US GDP is up 1.7% in Q4 (6.9% annualized). GDP growth is 5.5% YoY in Q4 and 5.7% on average for 2021. The carryover growth for 2022 is 1.9%. GDP…
  • GDP
  • Growth
READ

Philippe Waechter

2 days ago

RT @OstrumAM: 💬 "La #BCE va relever son taux d’intérêt de référence dès le mois de juillet. Cela traduit son changement de perception de l’…

Philippe Waechter

4 days ago

RT @phil_waechter: La BCE a-t-elle enfin pris la mesure de l’inflation ? t.co/eBe9NxXjPy #BCE #inflation #salaires #politiquemoneta…

Philippe Waechter

5 days ago

La BCE a-t-elle enfin pris la mesure de l’inflation ? t.co/eBe9NxXjPy #BCE #inflation #salaires #politiquemonetaire #tauxdinteret

Philippe Waechter

5 days ago

“La BCE a-t-elle enfin pris la mesure de l’inflation ? “ La BCE va relever son taux d’intérêt de référence dès juillet. Cela traduit son changement de perception de l’inflation qui désormais s’inscrit dans la durée #inflation #bce #politiquemonetaire #tauxdinteret #zoneeuro

Philippe Waechter

5 days ago

RT @phil_waechter: État des lieux par @ErwanGautier17 sur les négociations et les anticipations salariales en #France selon la @banquedefra…

Philippe Waechter

6 days ago

État des lieux par @ErwanGautier17 sur les négociations et les anticipations salariales en #France selon la @banquedefrance Au cours du premier trimestre 2022, les chiffres seraient proches de 3% contre 1% l’an dernier à la même période. #salaire t.co/5g1UgT9Kfz
Subscribe to the newsletter

All the news from Philippe Waechter’s blog in your mailbox


Loading
ABOUT PHILIPPE WAECHTER

Ostrum's expert magazine

ABOUT OSTRUM AM
  • About us
  • Media room
  • Our publications
  • Cookie Policy (EU)
FOLLOW ME ON
EXTERNAL LINKS
  • Economists
  • Think tank
  • Central banks
  • Blog roll
©Ostrum AM 2022
An affiliate of : Plan de travail 2

Input your search keywords and press Enter.

Manage Cookie Consent
We use cookies to optimize our website and our service.
Functional Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
Manage options Manage services Manage vendors Read more about these purposes
View preferences
{title} {title} {title}