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Philippe Waechter's blog

DIRECTOR OF ECONOMIC RESEARCH, OSTRUM AM

A dynamic and cyclical approach to the global economy

  • 156 views

From Today to Tomorrow – January 11 – Best wishes for a happy and healthy new year in 2021 – Forthcoming trends

  • 11 January 2021
  • News & Chronicles

Philippe Waechter

I wish you all a very happy and healthy new year. May you and your loved ones start the year ahead in the best possible circumstances. This year is set…
  • Income Inequalities
  • Polarization of the World
  • Public Debt
  • Sustainable growth
  • Technological Leadership
READ
  • 322 views

From Today to Tomorrow – November 18 – A New Global Equilibrium

  • 18 November 2020
  • News & Chronicles

Philippe Waechter

The new free trade treaty is between Asia and China, the precedent should have been between Asia, excluding China, and the USA. Donald Trump decided otherwise upon his arrival at…
  • China
  • China USA
  • RCEP
  • Technological Leadership
READ
  • 256 views

From Yesterday to Today – November 5 – USA and China – Favorite Enemies

  • 5 November 2020
  • News & Chronicles

Philippe Waechter

Donald Trump’s mandate was marked by his battle with China. The Middle Empire is shaking up America economically, technologically and politically. These tensions are not recent but have increased with…
  • China
  • Presidential Election
  • Technological Leadership
READ
  • 253 views

American pressure: the issue is the possible use of Chinese 5G by the Germans

  • 11 March 2019
  • Technology

Philippe Waechter

Tensions between China and the US are about technological leadership. The Chinese, whose technological catch-up has been rapid in recent decades, is now rather ahead of 5G and Artificial Intelligence.…
  • China
  • Germany
  • Technological Leadership
  • USA
READ
  • 546 views

Can a China / USA Agreement be credible?

  • 21 February 2019
  • China

Philippe Waechter

Financial markets strongly value the possibility of a trade agreement between the United States and China. Such a situation would make it possible to reduce the constraints on global trade…
  • Business Cycle
  • Technological Leadership
  • World Trade
READ
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