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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 754 views

Long-lasting shock on the world economy My weekly column

  • 11 April 2019
  • Euro Area

Philippe Waechter

Concerns and uncertainties on world economic activity having been gathering pace since the fall. The swift decline in world trade reflects this change in pace, moving into the red with…
  • Eurozone
  • Investment
  • Negative Shock
READ
  • 351 views

Huawei vs America

  • 19 March 2019
  • World Economy

Philippe Waechter

Look at this map. Who then can expect a trade deal between China and the USl The real question is about techno leadership? Huawei has a step ahead of the…
  • China
  • Huawei
  • Industrial Production
  • New Technologies
READ
  • 302 views

The 2 pages Macro

  • 18 March 2019
  • Macroeconomics

Philippe Waechter

This short document (2 pages) is a synthesis of my macroeconomic views. One page of explanation and one page of graphs – The 2 pages Macro – 15 March 2019
  • China
  • ECB
  • Euro Area
  • Fiscal Policy
  • Monetary Policy
  • Policy Mix
  • USA
READ
  • 253 views

American pressure: the issue is the possible use of Chinese 5G by the Germans

  • 11 March 2019
  • Technology

Philippe Waechter

Tensions between China and the US are about technological leadership. The Chinese, whose technological catch-up has been rapid in recent decades, is now rather ahead of 5G and Artificial Intelligence.…
  • China
  • Germany
  • Technological Leadership
  • USA
READ
  • 231 views

September round-up of the summer’s events

  • 7 September 2018
  • Central Banks

Philippe Waechter

The whole document is available in pdf format September round-up of the summer_s events Let’s start with the global outlook – are signs on the world economy still as robust…
  • Business Cycle
  • Emerging Markets
  • Euro Area
  • Growth
  • US
READ
  • 377 views

Trade War Erupts On No. 1 U.S. Farm Export to China

  • 6 July 2018
  • World Economy

Philippe Waechter

The Chinese’s retaliation measures have a strong impact on soybean. The US price of soybean has dropped dramatically while at the same time its price in Brazil is surging. Brazil…
  • China
  • Soybean
  • Trade War
  • US
READ
  • 414 views

Baldwin on Globalization: “A Lot of the Narrative Is Based on the US as If It Were the Whole World” –

  • 6 July 2018
  • World Economy

Philippe Waechter

Today, tariffs on USD 34bn of Chinese imports in the US will increase and China will do the same on US imports in China. That’s a nonsense policy as it…
  • Globalization
  • International Trade
READ
  • 286 views

Microeconomic impact of the White House’s trade measures

  • 23 June 2018
  • World Economy

Philippe Waechter

Nails, lobsters, peanut butter or bourbon all these products are suffering from the trade measures taken by the White House. The disruptions they imply are just anecdotal now but this…
  • Donald Trump
  • Retaliation
  • Trade War
READ
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