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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 0 views

What narrative for Europe? Interim remarks – Part 2

  • 5 June 2025
  • Euro Area

Philippe Waechter

The third part of the story is cultural and societal. Europe has been a leader on many social issues such as divorce, abortion, gender issues, freedom of expression, and intergenerational…

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  • Europe
  • 1 views

Europe must create its own narrative

  • 2 June 2025
  • Euro Area

Philippe Waechter

Relations between the United States and Europe have changed dramatically since Donald Trump’s arrival in office. His desire to implement 50% tariffs is a testament to this.Historically, the ties between…

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  • Europe
  • 1 views

A new growth model in the Eurozone?

  • 30 May 2025
  • Euro Area

Philippe Waechter

A country’s growth can be broken down into three factors. The first is productivity, calculated as output per job; the second is the employment rate, the share of employment in…

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  • Demographic
  • Growth
  • 3 views

Europe facing itself

  • 23 May 2025
  • Euro Area

Philippe Waechter

The milestone has been reached. Donald Trump has indicated that he wants 50% tariffs on products from the European Union as of June 1st. This tariff, announced on April 2nd…

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  • Europe
  • Tariffs
  • Trumponomics
  • 9 views

The four cardinal points of Europe

  • 17 April 2025
  • Euro Area

Philippe Waechter

“But in their own way, Europeans have created a place where they are guaranteed rights to what others desire: life, liberty and the pursuit of happiness.” This is the conclusion…

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  • Demographic
  • Energy
  • Innovation
  • SIU
  • 12 views

Europe, productivity and aging

  • 16 April 2025
  • Euro Area

Philippe Waechter

Europe must find greater autonomy in the somewhat crazy world that is emerging. China is no longer such a strong market, Russia is no longer a cheap source of energy,…

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  • Productivity
  • 11 views

The world has changed without Europe

  • 2 April 2025
  • Euro Area

Philippe Waechter

“We have no eternal allies, and we have no perpetual enemies. Our interests are eternal and perpetual, and it is our duty to pursue those interests.” These are the words…

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  • Europe
  • Geopolitics
  • 11 views

The German plan that Europe was waiting for

  • 21 March 2025
  • Euro Area

Philippe Waechter

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  • Europe
  • Germany
  • Infrastructure
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