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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 12 views

Bipolar, multipolar: what equilibrium for the world? (Part 1)

  • 16 October 2023
  • Decoding

Philippe Waechter

How is the world divided?The question has been asked since relations between China and the United States became strained while the Middle Kingdom gained economic and especially political power. Tensions…

READ
  • Bipolar world
  • China
  • Multipolar World
  • USA
  • 31 views

The changing globalization

  • 29 September 2023
  • International

Philippe Waechter

Globalization is the framework that has long agreed to understand the world and its evolution.Since the fall of the Berlin Wall, there is the idea of a world that would gain in…

READ
  • China
  • Globalization
  • International Trade
  • US
  • 24 views

Germany is struggling

  • 27 September 2023
  • Euro Area

Philippe Waechter

The German economy will be in recession this year. The GDP figures go in this direction and the cyclical indicators do not give any signals contrary to it. Yet Germany was on…

READ
  • China
  • Energy
  • Germany
  • World Trade
  • 26 views

The Brics at 11 or the definition of a new global balance

  • 28 August 2023
  • Decoding

Philippe Waechter

The expansion of the Brics from 5 to 11 countries is not anecdotal, it is a radical change in the global balance. Until now the Brics group (Brazil, Russia, India,…

READ
  • Brics
  • China
  • Climate Change
  • Energy
  • 60 views

Keys of the week – 23 January 2023

  • 25 January 2023
  • News & Chronicles

Philippe Waechter

Understand the macroeconomic events of the past week.Risk of recession in Europe, real estate in the US with a downside risk and gold price which follows an irrational trajectory

READ
  • Business Cycle
  • China
  • EuroAera
  • Gold Price
  • Inflation
  • Recession
  • 24 views

Keys of the Week – January 16, 2023

  • 16 January 2023
  • News & Chronicles

Philippe Waechter

Understand the macroeconomic events of the past week.US inflation, wages in Europe, industrial production in Europe and inflation and foreign trade in China

READ
  • China
  • Eurozone
  • Industrial Production
  • Inflation
  • Trade Balances
  • US
  • Wages
  • 156 views

Growth and inflation in China argue for a very accommodative monetary policy

  • 17 January 2022
  • International

Philippe Waechter

The slowdown in growth and the very low inflation in China will lead to the implementation of a very accommodating monetary policy. This has already started and will continue throughout…

READ
  • China
  • GDP Growth
  • Inflation
  • Monetary Policy
  • 336 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…

READ
  • China
  • China USA
  • RCEP
  • Technological Leadership
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