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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 174 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…

READ
  • Donald Trump
  • Joe Biden
  • Presidential Elections
  • 731 views

Voodoo Economics

  • 6 February 2020
  • United States

Philippe Waechter

I am thrilled to report to you that our economy is the best it has ever been (Trump’s 2020 State of the Union Address) This sentence starts one the first…

READ
  • Donald Trump
  • Growth momentum
  • State of the Union for 2020
  • 444 views

Uncertainty on trade dynamics takes over from risk

  • 31 December 2019
  • Politics & Society

Philippe Waechter

The United States’ unilateral economic policy is generating major uncertainties on world growth and casting severe doubt over institutions and trade.  Hefty risk perception was a key feature of 2019, as the White House’s trade war and systematic reprisals from China fueled the prospect of a watershed…

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  • Donald Trump
  • International Trade
  • USA
  • 549 views

A very relevant column on the new stages of the trade war

  • 19 November 2019
  • International

Philippe Waechter

This column, “The Case Is Only Growing for an Economic Forever War”, by Shawn Donnan, was posted on the Bloomberg website. President Donald Trump’s trade war with China has become…

READ
  • China
  • Donald Trump
  • Trade War
  • USA
  • 314 views

Impeachment – The future is not written

  • 30 September 2019
  • United States

Philippe Waechter

According to Rolling Stones, 55% of Americans support the possibility of an impeachment of Donald Trump. If this situation is confirmed by other polls, the choices of Republicans in Congress will…

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  • Donald Trump
  • Impeachment
  • 267 views

Trump and the Federal Reserve

  • 29 October 2018
  • Monetary Policy

Philippe Waechter

Donald Trump hit out again recently at the Federal Reserve for its monetary policy management, taking it to task for hiking interest rates, which he claims would hamper US growth.…

READ
  • Donald Trump
  • Federal Reserve
  • Fiscal Policy
  • USA
  • 298 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…

READ
  • Donald Trump
  • Retaliation
  • Trade War
  • 224 views

Democracy in disarray

  • 23 June 2018
  • World Economy

Philippe Waechter

www.ft.com/content/75319cee-761d-11e8-b326-75a27d27ea5f

READ
  • Democracy
  • Donald Trump
  • Populism
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