Articles

Articles — 06 October 2023 SUBSCRIBERS ONLY

An analysis of the future yield curve and bond yields based on three assumptions

Articles — 05 October 2023 SUBSCRIBERS ONLY

Germany at a dangerous crossroads: The window of opportunity for Berlin could close rapidly. Several headwinds are now hitting the economy

Articles — 04 October 2023 SUBSCRIBERS ONLY

A follow-up chart: US corporate debt, higher interest rates and falling corporate net-interest payments

Articles — 03 October 2023 SUBSCRIBERS ONLY

Yield curve steepening: There is no room for political missteps in the bond markets

Articles — 02 October 2023 SUBSCRIBERS ONLY

A bad weekend for the European Union and Ukraine - but unfortunately, not the last. The 'Danish case' does not give cause for optimism among voters

Articles — 02 October 2023 SUBSCRIBERS ONLY

The Bank of Japan will find it challenging to prevent a steeper sell-off in the long end of the bond market

Articles — 29 September 2023 SUBSCRIBERS ONLY

The public sector debt crisis: Not just America's problem, but the West's looming headache

Articles — 28 September 2023 SUBSCRIBERS ONLY

The ECB's task of reining in long-term inflation expectations has only just begun - and this will be painful. The EU risk of becoming 'too French'

Articles — 26 September 2023 SUBSCRIBERS ONLY

Germany: The probability of a huge fiscal stimulus package increases as the 'IFO message' transforms into facts on the ground

Articles — 25 September 2023 SUBSCRIBERS ONLY

Inflation: Why the focus should shift 'permanently' from inflation to real bond yields

Articles — 22 September 2023 SUBSCRIBERS ONLY

Is the EU acting according to its size? Paris-Berlin aims for a 'multi-speed Europe'

Articles — 21 September 2023 SUBSCRIBERS ONLY

France's leading business survey reflects ECB's dilemma: The 'labour shortage problem' will not go away despite slower growth

Articles — 21 September 2023 SUBSCRIBERS ONLY

US Philadelphia Fed survey underscores a complex environment for the Federal Reserve. Inflation pressure increases, but the headline index declines

Articles — 20 September 2023 SUBSCRIBERS ONLY

The Federal Reserve will likely choose 'unchanged' - and 'higher rates for longer'. The monetary normalisation process has been a success despite the usual grumbles

Articles — 19 September 2023 SUBSCRIBERS ONLY

Germany: Bundesbank warns about too slow de-risking from China, as 'deindustrialisation' prevails

Articles — 18 September 2023 SUBSCRIBERS ONLY

Taiwan-China: European investors and companies should prepare for a Chinese 'blockade of Taiwan' shortly after the US election

Articles — 15 September 2023 SUBSCRIBERS ONLY

China's economic data shows a hint of life. The problems remain the same, but investors might expect a different solution than what Xi Jinping has in mind

Articles — 14 September 2023 SUBSCRIBERS ONLY

ECB hikes policy rates again, navigating a different reality than 2008

Articles — 13 September 2023 SUBSCRIBERS ONLY

The risk of a new inflationary leg in the Eurozone and the United States remains significant

Articles — 13 September 2023 SUBSCRIBERS ONLY

US inflation report: The looming risk of a long-term inflation problem

Articles — 04 September 2023 SUBSCRIBERS ONLY

There will be no updates on September 4-8 and 11-12 due to holiday

Articles — 01 September 2023 SUBSCRIBERS ONLY

US employment report: Monetary policy is working - but the task of the Federal Reserve will be challenged by demographics and geopolitics - and politicians who are not lending a helping hand

Articles — 31 August 2023 SUBSCRIBERS ONLY

China's economic quagmire: Beijing still shows no convincing signs of comprehensive support for the economy because it cannot and does not necessarily want to

Articles — 31 August 2023 SUBSCRIBERS ONLY

Revisiting monetary policy: Why central banks prefer to err on the 'hawkish' side

Articles — 30 August 2023 SUBSCRIBERS ONLY

The geopolitical reality is unfolding at the worst possible time. Therefore, the EU needs to show strength on all fronts now and not tomorrow

Articles — 30 August 2023 SUBSCRIBERS ONLY

The EU Commission survey supports the ECB's current hawkish monetary stance despite slowing economic momentum. Households are upbeat about the labour market

Articles — 29 August 2023 SUBSCRIBERS ONLY

German households are slowly starting to fear the risk of unemployment despite significant wage increases, but the fear is still far from the levels seen in 2008

Articles — 29 August 2023 SUBSCRIBERS ONLY

Macroeconomic and Political Update Web Presentation

Articles — 28 August 2023 SUBSCRIBERS ONLY

Eurozone contraction: The ECB needs to clean up after two crises because there was a lack of timely action following the Great Recession

Articles — 25 August 2023 SUBSCRIBERS ONLY

A brief summary of opinions expressed by Jens Eskelund, President of the EU Chamber in China, in today's podcast interview

Articles — 25 August 2023 SUBSCRIBERS ONLY

Germany: The IFO survey shows signs of the 'Perfect Storm', but the ECB needs to see higher unemployment to end the tightening process

Articles — 24 August 2023 SUBSCRIBERS ONLY

France: Insee's business survey indicates declining employment expectations - but households do not see a high risk of becoming unemployed

Articles — 23 August 2023 SUBSCRIBERS ONLY

USA: Existing Home Sales report underscores the big difference to 2008. The Federal Reserve has a tough task, as fiscal policymakers need to focus on geopolitical risks 

Articles — 22 August 2023 SUBSCRIBERS ONLY

As expected, Beijing disappoints the financial market due to 'well-meaning' but ill-timed policy intentions. Stubbornness can hit the economy hard

Articles — 21 August 2023 SUBSCRIBERS ONLY

Germany: Factory gate deflation will not change the ECB's monetary stance - even as Beijing's stimulus measures undershoot expectations

Articles — 18 August 2023 SUBSCRIBERS ONLY

How will China's economic crisis impact inflation in the West?

Articles — 17 August 2023 SUBSCRIBERS ONLY

USA: The Philadelphia Fed survey shows the challenges facing the Federal Reserve - and its task is far from over

Articles — 16 August 2023 SUBSCRIBERS ONLY

Britain: In the midst of a demographic hurricane, inflation will be a recurring issue all over Europe

Articles — 16 August 2023 SUBSCRIBERS ONLY

China's housing market shows no signs of relief. The 'core leader' can forget all about military ambitions without a dynamic and strong economy

Articles — 15 August 2023 SUBSCRIBERS ONLY

A paralysed Beijing reacts reluctantly to economic headwinds because there is a growing fear of more than just a cyclical problem. The answer is more 'Xinomics'

Articles — 15 August 2023 SUBSCRIBERS ONLY

The point of no return: Russia and China intensify military cooperation. European politicians, companies, and investors are in the midst of a dangerous geopolitical paradigm shift

Articles — 11 August 2023 SUBSCRIBERS ONLY

China's bank lending statistics are yet another blow to Xi Jinping's leadership. There is not much room for many more policy mistakes

Articles — 10 August 2023 SUBSCRIBERS ONLY

Britain: The RICS housing survey shows the complex challenges facing central banks. House prices plunge, and rents increase

Articles — 10 August 2023 SUBSCRIBERS ONLY

USA: The easy part of 'controlling inflation' will soon be over. The ingredients to create a new inflation leg are present and gaining momentum

Articles — 09 August 2023 SUBSCRIBERS ONLY

Central Banks on a tightrope: Why lowering their guard is not an option in an environment of aggressive fiscal spending and demographic headwinds

Articles — 09 August 2023 SUBSCRIBERS ONLY

China: 'De-risking' is just another word for 'decoupling' invented in Europe to avoid even more anger in Beijing'. Xi Jinping's next U-turn around the corner?

Articles — 08 August 2023 SUBSCRIBERS ONLY

China's foreign trade plunges. 'It is the economy, stupid'

Articles — 08 August 2023 SUBSCRIBERS ONLY

USA: The NFIB small business sentiment survey shows tentative signs of bouncing back - but from a low level

Articles — 04 August 2023 SUBSCRIBERS ONLY

Germany: Rising industrial orders in June do not change a grim outlook for the economy. The political centre needs to get its act together, but political disarray prevails

Articles — 04 August 2023 SUBSCRIBERS ONLY

US Employment Report in July: The labour shortage problem will persist in 2024. The bond market needs to adjust the yield curve

← Previous Page 13 of 17 (836) Next →