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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 4 views

Draghi lights up Europe once again

  • 25 August 2025
  • Euro Area

Philippe Waechter

“These events – Ukraine, customs duties, etc. – have put an end to any illusion that the economic dimension alone would be able to guarantee any form of geopolitical power.”…

READ
  • Europe
  • Mario Draghi
  • 2 views

Three Questions for Back to Work – Europe – Part II

  • 19 August 2025
  • Euro Area

Philippe Waechter

Europe’s strategy changed rapidly during the summer. The Draghi report had generated enthusiasm about Europe’s ability to become more self-sufficient in generating new revenues. Insufficient innovation was the key to…

READ
  • Europe
  • 6 views

Europe at the time of political choices

  • 11 August 2025
  • Euro Area

Philippe Waechter

During globalization, the world was economic. With the pandemic, it has become political.Political preferences now condition economic choices. The opposite was true during the rise of globalization until the pandemic.Europe…

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  • Europe
  • 13 views

The European Union in the American trap 

  • 27 July 2025
  • Decoding

Philippe Waechter

The European Union and Japan are fighting the same battle.  The tariff is the same (15%), the exception on steel and aluminum is identical at 50%, the market is opening…

READ
  • Europe
  • Tariffs
  • Trumponomics
  • 19 views

The European dream is fading away

  • 3 July 2025
  • Euro Area

Philippe Waechter

We have all dreamed of a Europe taking advantage of the current geopolitical turbulence to gain autonomy.We have read the Letta report, deciphered the Draghi report, and validated the choice…

READ
  • Europe
  • Industrialization
  • 11 views

Europe in search of autonomy

  • 25 June 2025
  • Euro Area

Philippe Waechter

Could we imagine, in Europe, that it would be easier to send an employee to work in another EU country than to send them to the United States or Taiwan?…

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  • Europe
  • 17 views

How to construct the European narrative?

  • 10 June 2025
  • Euro Area

Philippe Waechter

Europe must find new momentum. The world has changed, is no longer as complementary or cooperative, and Europe must adopt a common dynamic to address this. The constituent countries of…

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  • Europe
  • 16 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…

READ
  • Europe
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