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DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 11 views

The United States, China, tech and the climate

  • 15 April 2025
  • Decoding

Philippe Waechter

The United States’ incomprehension of China is expressed in JD Vance’s remarks on globalization: “The idea of ​​globalization was that rich countries would move higher up the value chain, while…

READ
  • China USA
  • Climate Change
  • Technological Leadership
  • 20 views

What has changed for Europe?

  • 7 March 2025
  • Decoding

Philippe Waechter

Things have moved very quickly since Trump arrived in the White House just 6 weeks ago.But for Europe, what is changing? Three levels to consider.1- That of economic policy. The…

READ
  • Climate Change
  • Political Risks
  • Trade barriers
  • 21 views

Keys for the week of February 3, 2025

  • 6 February 2025
  • News & Chronicles

Philippe Waechter

Published on Wednesday To be noticed this week The appearance of GDP in the EurozoneExpected this weak US Employment in January The situation of the week=>What dynamics are seen in the French…

READ
  • AI
  • Climate Change
  • GDP
  • Growth
  • Inflation
  • 28 views

Trump and the climate

  • 22 January 2025
  • Climate

Philippe Waechter

The year 2024 was the warmest on record. The average global temperature was 1.6C above the pre-industrial average.This is the moment Donald Trump has chosen to pull the United States…

READ
  • Climate Change
  • Donald Trump
  • 32 views

A somewhat empty framework for the ECB’s monetary policy

  • 25 September 2024
  • Eurozone

Philippe Waechter

During the Michel Camdessus Conference held at the IMF on September 20, Christine Lagarde returned to the mechanisms of transmission of monetary policy in a troubled period.The message is that…

READ
  • Climate Change
  • ECB
  • Inflation
  • 45 views

Climate at the heart of summer issues

  • 21 August 2024
  • Climate

Philippe Waechter

The climate is probably the most important issue but the one that is least talked about. However, this summer, after the Olympics, and due to the increase in climatic events,…

READ
  • Climate Change
  • Energetic Transition
  • Fossil fuels
  • The Greens
  • 42 views

The keys of the week – March 18, 2024

  • 19 March 2024
  • Actus & Chroniques

Philippe Waechter

My point of attention: the price of bitcoin beyond 70,000 USDExpected this week: the Fed meeting The pdf document is here Body 7 themes this week => What does the…

READ
  • Bitcoin
  • Climate Change
  • Demography
  • Euro Area
  • Inflation
  • USA
  • Wages
  • 28 views

Europe and the risks of climate bifurcation

  • 13 March 2024
  • Climate

Philippe Waechter

Europe has not yet taken stock of climate change. This is the message conveyed by the European Environment Agency in a report published at the start of the week.At comparable…

READ
  • Climate Change
  • Europe
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