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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 270 views

My Macroeconomic column in 13 points (November the 2nd)

  • 3 November 2015
  • Economic Outlook

Philippe Waechter

13 points this week to follow the macroeconomic momentum. 1 – The Fed is back in the game after its last week meeting (27/28 October). It hasn’t changed the stance…

READ
  • Business Cycle
  • China
  • Euro Area
  • Federal Reserve
  • France
  • GDP
  • Growth
  • Inflation
  • Monetary Policy
  • Spain
  • United Kingdom
  • United States
  • 490 views

Landmarks on Euro area growth in the first quarter

  • 15 May 2015
  • Euro Area

Philippe Waechter

Growth figures in the Euro Area have been pretty good during the first quarter. The trend has dramatically accelerated in Spain, France is out of a long period of very…

READ
  • Belgium
  • Economic Outlook
  • France
  • Germany
  • Greece
  • Italy
  • Netherlands
  • Portugal
  • Spain
  • 372 views

Four Graphs on the Euro Area Growth Momentum

  • 17 August 2014
  • Euro Area

Philippe Waechter

Euro Area GDP was almost stable during the second quarter (+0.2% at annual rate) after a slight increase of 0.8% during the first three months of this year. Compared to…

READ
  • Belgium
  • France
  • GDP
  • Germany
  • Greece
  • Italy
  • Netherlands
  • Portugal
  • Spain
  • 369 views

France, Europe…industrial activity dropped in May. No inflation in France

  • 10 July 2014
  • Economic Outlook

Philippe Waechter

The economic momentum is still weak in the Euro Area. Industrial production data for May dropped in Euro Area largest countries, Germany, France, Italy and Spain, but also in the…

READ
  • Business Cycle
  • France
  • Germany
  • Growth
  • Industrial Production
  • Inflation
  • Italy
  • Spain
  • United Kingdom
  • 329 views

Euro Area – PMI Survey – The momentum is weaker and the horizon more foggy

  • 1 July 2014
  • Actus & Chroniques

Philippe Waechter

The manufacturing index of the PMI/Markit survey is losing steam. Its peak was seen at the beginning of this year. This lack of momentum can also be perceived in the…

READ
  • Austria
  • France
  • Germany
  • Greece
  • Ireland
  • Italy
  • Netherlands
  • PMI Surveys
  • Spain
  • 334 views

What kind of dynamics for Europe and for Euro Area countries?

  • 2 January 2014
  • Euro Area

Philippe Waechter

Growth prospects for 2014 are more positive for the Euro zone. GDP should increase by about 1%. After 2 years of low or negative growth, this is a welcome change.…

READ
  • France
  • Germany
  • Ireland
  • Italy
  • Portugal
  • Spain
  • United Kingdom
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