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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 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…

READ
  • Demographic
  • Energy
  • Innovation
  • SIU
  • 25 views

Europe facing the world

  • 18 February 2025
  • Decoding

Philippe Waechter

After the speeches of JD Vance, the American Vice President and Pete Hegseth, the US Secretary of Defense, Europeans can no longer have any illusions about American support. The protective…

READ
  • Energy
  • Europe
  • 6 views

The necessary German revival

  • 29 November 2023
  • Eurozone

Philippe Waechter

Is the German model still the reference towards which Europeans wanted to move in the recent past? Not sure It rested on several pillars1– The Mittelstand at the heart of…

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  • China
  • Energy
  • Germany
  • Public Finance
  • 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…

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  • China
  • Energy
  • Germany
  • World Trade
  • 25 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
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