Philippe Waechter’s Economic Posts
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The terrible turning point of 2026 for biodiversity in France
Philippe Waechter is Ostrum AM chief economist in Paris
Aug 10
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Philippe Waechter
1
Money is once again becoming a weapon.
The United States is no longer hiding anything.
Aug 7
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Philippe Waechter
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Artificial Intelligence at the heart of the economy
Artificial Intelligence is no longer a promise: it is already an everyday tool and, at the same time, the driving force behind a new industrial…
Jul 7
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Philippe Waechter
1
Electricity is becoming decarbonized, but the planet is not.
The figures for 2025 seem quite promising: renewables and nuclear power accounted for 42.6% of global electricity production, a historic record.
Jul 6
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Philippe Waechter
1
The global conflict is only just beginning
Since the signing of the framework agreement on the conflict in Iran, a political realignment of the world has been taking shape.
Jun 23
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Philippe Waechter
1
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Monetary policy - Lessons from Powell's era ?
What about the ECB?
Jun 10
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Philippe Waechter
1
Monetary Policies - Lessons from the Powell Era
Part 1
Jun 9
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Philippe Waechter
1
Demographic aging and migration flows
Europe’s population is aging.
Jun 4
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Philippe Waechter
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France - The risk of recession is no longer zero
The composite index I calculate from the S&P Global survey fell sharply in May.
May 21
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Philippe Waechter
1
The oil market faces a new structural framework
The oil market is undergoing a profound restructuring, centered around three major developments that challenge the balances inherited from the 20th…
May 12
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Philippe Waechter
Ceasefire
The price of oil has fallen below $100.
Apr 8
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Philippe Waechter
3
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Overlapping crises
La crise actuelle se distingue fondamentalement des précédentes par sa nature même.
Apr 7
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Philippe Waechter
1
Europe must write its own narrative to continue to exist
What is the relative importance of economics and politics in European integration?
Mar 27
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Philippe Waechter
1
The conflict ends, what are the consequences? - Part 1
Statements from the White House suggest the situation could evolve rapidly.
Mar 24
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Philippe Waechter
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Philippe Waechter’s Economic Posts
My Personal Substack Long term macro views with focus on climate, geopolitics and long term growth
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