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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 23 views

Climate Change: Joe Biden’s opportunities

  • 12 February 2021
  • Media

Philippe Waechter

  • Carbon neutrality
  • Climate Change
  • Joe Biden
  • SustainableGrowth
READ
  • 319 views

From Today to Tomorrow – November 18 – A New Global Equilibrium

  • 18 November 2020
  • News & Chronicles

Philippe Waechter

The new free trade treaty is between Asia and China, the precedent should have been between Asia, excluding China, and the USA. Donald Trump decided otherwise upon his arrival at…
  • China
  • China USA
  • RCEP
  • Technological Leadership
READ
  • 294 views

From Yesterday to Today – November 9 – Joe Biden – The World Does Not Organize By Itself

  • 9 November 2020
  • United States

Philippe Waechter

The economic dimension of the new president is important because he wants to strengthen the middle class, the one which has been weakened by globalization but which is, according to…
  • Economic Outlook
  • Joe Biden
  • Presidential Elections
READ
  • 253 views

From Yesterday to Today – November 5 – USA and China – Favorite Enemies

  • 5 November 2020
  • News & Chronicles

Philippe Waechter

Donald Trump’s mandate was marked by his battle with China. The Middle Empire is shaking up America economically, technologically and politically. These tensions are not recent but have increased with…
  • China
  • Presidential Election
  • Technological Leadership
READ
  • 155 views

From Yesterday to Today – November 2 – The American election at the heart of the global equilibrium

  • 2 November 2020
  • News & Chronicles

Philippe Waechter

The American elections are in the midst of a recession. In the past, this economic dimension of the election has always changed the color of the tenant of the White…
  • Donald Trump
  • Joe Biden
  • Presidential Elections
READ
  • 388 views

The Fed’s new monetary policy

  • 27 August 2020
  • Monetary Policy

Philippe Waechter

At Jackson Hole, Jay Powell, the Federal Reserve Bank president, spoke of the new Federal Reserve monetary policy. The Fed will target long run inflation at 2%. On the long…
  • Federal Reserve
  • Jackson Hole
  • Jay Powell
  • Monetary Policy
READ
  • 441 views

The health risk reappears in the USA – A new lockdown is looming.

  • 26 June 2020
  • Actus & Chroniques

Philippe Waechter

The acceleration in the number of Covid-19 patients in the USA is worrying. It diverges from the observation made in Europe and should cause a further upward adjustment of American…
  • Covid-19
  • Employment and Covid-19
  • Lockdown
READ
  • 363 views

How, for the USA, to find a balanced momentum after such a shock?

  • 27 May 2020
  • United States

Philippe Waechter

The drop in activity in the United States is out of all proportion compared to the recessions of the past. A return to normal, to the dynamics before the health…
  • Business Cycle
  • CFNAI
  • US Growth
READ
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