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DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 1 views

The Geopolitics and the Stablecoin

  • 2 October 2025
  • Decoding

Philippe Waechter

The other geopolitical dimension of American tech is monetary. The rise and appeal of cryptocurrencies have been reinforced by Trump’s arrival in the White House, as evidenced by a January…

READ
  • Geopolitics
  • Stablecoin
  • 3 views

New Geopolitics – The Role of Tech

  • 1 October 2025
  • Decoding

Philippe Waechter

The second dimension is that of American Tech, a leader in Western countries. The vision of Tech is ambivalent. As individuals, we are all consumers, whether personally or professionally. On…

READ
  • US Tech
  • 7 views

The New Geopolitics – Part 1

  • 29 September 2025
  • Decoding

Philippe Waechter

The political reshaping of the world is taking shape day by day. The bilateral negotiations initiated by Donald Trump, the Shanghai meeting with Xi Jing Ping, and the alliance, over…

READ
  • China USA
  • Geopolitics
  • 4 views

Multilateralism in bad shape

  • 17 September 2025
  • Decoding

Philippe Waechter

The vocal transcription is via an IA International cooperation has been the catalyst for the long period of growth of recent decades. Multilateralism, which is its measure, has been exercised…

READ
  • Bilateralism
  • China
  • Hegemon
  • Multilateralism
  • USA
  • 6 views

Is globalization already a thing of the past?

  • 11 September 2025
  • Decoding

Philippe Waechter

Does globalization still best define the dynamics of the global economy? This term, coined in the 1990s, reflects the proliferation of trade, the powerful role of markets, but also the…

READ
  • Deglobalization
  • Global Economy
  • Globalization
  • 5 views

Europe and China versus the United States

  • 8 September 2025
  • Decoding

Philippe Waechter

Listen to the oral transcription of the text (via an IA) Europe will have to confront the United States head-on, while China can deflect and avoid a frontal approach.  On…

READ
  • China
  • European Union
  • United States
  • 4 views

The coming regulation – The Sino-American standoff

  • 5 September 2025
  • Decoding

Philippe Waechter

The redistribution of the cards between the United States and China raises several questions about the global balance since the economic world is no longer centered on the USA. Of…

READ
  • China USA
  • Global Economy
  • 5 views

Upcoming Regulation – United States-China – Asymmetry

  • 3 September 2025
  • Decoding

Philippe Waechter

The Middle Kingdom has gone from being heavily dependent on the United States to being the master of the game. Technology transfers from the US have long fueled Chinese factories.…

READ
  • China-US
  • Global Economy
  • Tomorrow's economy
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