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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 11 views

The world has changed without Europe

  • 2 April 2025
  • Euro Area

Philippe Waechter

“We have no eternal allies, and we have no perpetual enemies. Our interests are eternal and perpetual, and it is our duty to pursue those interests.” These are the words…

READ
  • Europe
  • Geopolitics
  • 11 views

The German plan that Europe was waiting for

  • 21 March 2025
  • Euro Area

Philippe Waechter

READ
  • Europe
  • Germany
  • Infrastructure
  • 16 views

Should we expect the worst? – Part 2

  • 28 February 2025
  • Decoding

Philippe Waechter

Geopolitical change will be a key factor in determining the policy hierarchy. For a long time, the combination of an omnipresent monetary policy and an accompanying budgetary policy allowed the…

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  • Europe
  • Milirary Expenditures
  • 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…

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  • Energy
  • Europe
  • 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…

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  • Climate Change
  • Europe
  • 451 views

What to expect this week: October 7 to 13, 2019

  • 6 October 2019
  • International

Philippe Waechter

Highlights The most important data this week will be the industrial production indices in Europe. Germany and Spain (8) and France, Italy and UK (10).Their momentum will reflect and highlight…

READ
  • Europe
  • Industrial Production
  • Japan
  • JOLTS
  • Retail Sales
  • US Labor market
  • 336 views

Another moment, Mr. Executioner

  • 14 March 2019
  • European Commission

Philippe Waechter

The British parliament is undecided. The vote on the possibility of a no deal is very divided. 321 against a no deal but 278 in favor of a lack of…

READ
  • Brexit
  • Europe
  • United k
  • 259 views

Video – Brexit – 2 years after the referendum

  • 6 July 2018
  • United Kingdom

Philippe Waechter

[youtube https://www.youtube.com/watch?v=L5qnLBuaEhc&w=560&h=315]

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  • Brexit
  • Europe
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