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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 2 min

Germany is struggling

  • 27 September 2023
  • Euro Area

Philippe Waechter

The German economy will be in recession this year. The GDP figures go in this direction and the cyclical indicators do not give any signals contrary to it. Yet Germany was on…

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  • China
  • Energy
  • Germany
  • World Trade
  • 2 min

Ecological Planning Waiting for Disruption

  • 27 September 2023
  • Climate

Philippe Waechter

President Macron announced the steps of ecological planning. These announcements were eagerly awaited to allow France to converge on the targets it has set for itself in terms of CO2 emissions. This is…

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  • Ecological Planning
  • Energetic Transition

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  • 2 min

Energy Transition

  • 25 September 2023
  • Climate

Philippe Waechter

Can the energy transition be limited to the construction of renewable energies, mainly solar panels, at low prices? This is something that is often heard or read.This optimistic view would signal that…

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  • Energy Transition
  • Fossilfuels
  • Renewable Energy
  • 1 min

The limits to our freedom

  • 15 September 2023
  • Climate

Philippe Waechter

In 2009, the Stockholm Resilience Centre defined the nine boundaries of the planet that formed the framework of its functioning before the industrial revolution.Exceeding one of the frontiers does not cause an immediate rupture…

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  • 9 boundaries
  • Biodiversity
  • Climate Change
  • 1 min

The $100 oil price?

  • 13 September 2023
  • Climate

Philippe Waechter

The price of oil, at 92 dollars yesterday, is increasing and could quickly approach 100 dollars per barrel which is the average price observed over the whole of 2022. What is the dynamic behind…

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  • Energy Transition
  • Inflation
  • Monetary Policy
  • Oil Price
  • 6 min

The Brics at 11 or the definition of a new global balance

  • 28 August 2023
  • Decoding

Philippe Waechter

The expansion of the Brics from 5 to 11 countries is not anecdotal, it is a radical change in the global balance. Until now the Brics group (Brazil, Russia, India,…

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  • Brics
  • China
  • Climate Change
  • Energy
  • 8 min

What is your attitude towards climate change?

  • 22 August 2023
  • Climate

Philippe Waechter

What is our, your, attitude towards climate change? Are you more conservative, cornucopian or rebellious? Each attitude corresponds to an aspect of the energy transition. We each tend to favor part of…

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  • Carbonneutrality
  • ClimateChange
  • Fossilfuels
  • 2 min

Macroeconomic Turbulence #1 June 2023

  • 6 July 2023
  • Decoding

Philippe Waechter

Energy Transition and Industrial PolicyIndustrial policy is once again at the center of economic policy debates. This reflects both the consequences of the pandemic and the lack of room for…

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  • Energy Transition
  • Industrial Policy
  • Inflation
  • Interest Rates
  • Monetary Policy
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