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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 1 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…

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  • Deglobalization
  • Global Economy
  • Globalization
  • 1 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…

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  • China
  • European Union
  • United States
  • 0 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…

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  • China USA
  • Global Economy
  • 1 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.…

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  • China-US
  • Global Economy
  • Tomorrow's economy
  • 2 views

The coming regulation – Part 2 – The breakup 

  • 2 September 2025
  • Decoding

Philippe Waechter

The balance of the world is changing in both its economic and political dimensions. In the past, these ruptures were either economic or political, but rarely did they have this…

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  • International Trade
  • 0 views

Regulation must adapt to the world that is emerging 

  • 1 September 2025
  • Decoding

Philippe Waechter

The transformations of the world and the management of global issues in the form of a balance of power will profoundly modify the collective response to an imbalance.  Shocks will…

READ
  • Central Banks
  • Economic Policy
  • US Dollar
  • 9 views

Does the debt wall exist ?

  • 27 August 2025
  • Decoding

Philippe Waechter

The public debt wall is the feeling of excessive constraint limiting the government’s ability to carry out its policies. Too much debt would limit its capacity for action. Public debt…

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  • Debt
  • Public Debt
  • 8 views

Three Questions for Back to Work – Part 1

  • 18 August 2025
  • Decoding

Philippe Waechter

The new school year is upon us, and with it a whole series of questions about the evolution of the global economy and each of its components. As a European,…

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  • Trumponomics
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