Articles

Articles — 03 August 2023 SUBSCRIBERS ONLY

France: A looming fiscal crisis in the West finally gets the attention of the financial market, but there will be no 'cutting corners' this time

Articles — 02 August 2023 SUBSCRIBERS ONLY

A short note on why the downgrading of the US credit rating is not an isolated phenomenon but could be a foreboding reality for several EU member states

Articles — 02 August 2023 SUBSCRIBERS ONLY

Beijing sees spies everywhere: Another warning for foreign companies in China?

Articles — 01 August 2023 SUBSCRIBERS ONLY

USA: ISM manufacturing index shows no signs yet of a rebound, but a 'recovery' is just around the corner, supported by the Chips Act and the Inflation Reduction Act

Articles — 01 August 2023 SUBSCRIBERS ONLY

Eurozone labour market: This time is markedly different although the difference is still ignored by the bond market

Articles — 31 July 2023 SUBSCRIBERS ONLY

Germany's economic overhaul: The monetary consequences of a German 'recovery plan'. Without stimulus, the political centre will disappear

Articles — 31 July 2023 SUBSCRIBERS ONLY

China: Weak PMI signals persist. A reluctant Beijing to unveil a huge economic stimulus plan today - but not the same as in 2008

Articles — 28 July 2023 SUBSCRIBERS ONLY

Eurozone survey: Households' inflation expectations decline. Optimism for the job market persists despite zero economic growth

Articles — 28 July 2023 SUBSCRIBERS ONLY

The Bank of Japan lets the genie out of the bottle by allowing more ten-year bond yield flexibility - adding upward pressure on global bond yields

Articles — 27 July 2023 SUBSCRIBERS ONLY

ECB lifts key interest rates despite clear signs of slower growth. Does this make sense?

Articles — 27 July 2023 SUBSCRIBERS ONLY

The US Federal Reserve lifts policy rates to the highest since 2001. The new minimum policy rate will be significantly higher than in the past

Articles — 26 July 2023 SUBSCRIBERS ONLY

Eurozone: The real test of the ECB has just started. Will policymakers maintain the long-term focus?

Articles — 25 July 2023 SUBSCRIBERS ONLY

USA: More evidence of another growth leg, according to the Conference Board consumer survey

Articles — 25 July 2023 SUBSCRIBERS ONLY

China: New measures to stimulate the economy: A desperate turn or a calculated manoeuvre? Are private entrepreneurs and foreigners willing to bite the hook?

Articles — 25 July 2023 SUBSCRIBERS ONLY

Germany: The IFO survey casts a shadow on the economy. Soon a new party could pull even more votes from the centre - but this time from the far left

Articles — 21 July 2023 SUBSCRIBERS ONLY

USA: Philadelphia Fed survey underscores the probability of another 'growth' leg. How does this align with an inverted yield curve?

Articles — 20 July 2023 SUBSCRIBERS ONLY

A steep decline in Taiwan's export orders and South Korea's trade figures show a gloomy economy. China's economy needs more than words

Articles — 20 July 2023 SUBSCRIBERS ONLY

France: Insee survey shows no signs of an upcoming recession. The labour market is tight, and the fiscal deficit is on the rise

Articles — 19 July 2023 SUBSCRIBERS ONLY

Britain: Inflation is easing, but Prime Minister Sunak has let the genie out of the bottle

Articles — 18 July 2023 SUBSCRIBERS ONLY

China's looming economic challenges: Will Xi Jinping continue to disregard a significant risk of asset price deflation?

Articles — 14 July 2023 SUBSCRIBERS ONLY

USA: A strong University of Michigan Consumer Sentiment Survey is more evidence of another 'growth leg' coming - in an economy without idle workers

Articles — 14 July 2023 SUBSCRIBERS ONLY

The unusual monetary policy of the Bank of Japan amid global tightening, private consumption and 1989-1990

Articles — 13 July 2023 SUBSCRIBERS ONLY

Germany's complicated relationship with China and Russia in an environment with AfD now at 22% and with 'moral backing' in Beijing

Articles — 13 July 2023 SUBSCRIBERS ONLY

China's declining trade figures are a reflection of mounting challenges. Mexico is now the largest supplier of the United States

Articles — 12 July 2023 SUBSCRIBERS ONLY

USA: Falling inflation will not change the monetary stance of the Federal Reserve, considering a historically tight labour market

Articles — 12 July 2023 SUBSCRIBERS ONLY

A short note on the NATO summit in Vilnius: Geopolitics leave little room for ECB manoeuvring despite falling inflation

Articles — 11 July 2023 SUBSCRIBERS ONLY

Spain: Households feel good, but the voters could move the country significantly to the far right on July 23, as 'Spanish values are at risk'

Articles — 11 July 2023 SUBSCRIBERS ONLY

Britain needs more than just luck to escape the long-term consequences of an irresponsible fiscal and monetary policy since 2008

Articles — 10 July 2023 SUBSCRIBERS ONLY

China's deflationary problem: A consequence of policy choices. 'Young people need not be sent to the countryside to understand the world'

Articles — 07 July 2023 SUBSCRIBERS ONLY

USA: Higher wage inflation and weaker-than-expected employment growth in June - or maybe companies cannot find qualified workers

Articles — 07 July 2023 SUBSCRIBERS ONLY

Central banks and 'robust' house prices: The difference compared to 2008 makes monetary policy far more challenging

Articles — 06 July 2023 SUBSCRIBERS ONLY

US ISM service survey: The Federal Reserve is forced to err on the hawkish side due to a different environment compared to 2008 and the 1970s

Articles — 06 July 2023 SUBSCRIBERS ONLY

Germany: Military equipment demand helps boost industrial orders, but the outlook remains grim. AfD [21%] could soon become the largest party. Is a CDU-CSU-AfD coalition possible in the future?

Articles — 05 July 2023 SUBSCRIBERS ONLY

Eurozone: Disinflation continues, but the ECB focuses on the labour market. Germany needs 1.5 million immigrants per year to maintain the size of the workforce, according to 'wise men'

Articles — 05 July 2023 SUBSCRIBERS ONLY

China's 'solution' to the economic challenges is more ideology and nationalism - in sharp contrast to the financial crisis in 2008

Articles — 03 July 2023 SUBSCRIBERS ONLY

USA: ISM survey shows no signs of a rebound in the manufacturing sector. Disinflation intensifies

Articles — 03 July 2023 SUBSCRIBERS ONLY

France: Paris is running out of fiscal ammo as the budget deficit moves closer to the pandemic level

Articles — 03 July 2023 SUBSCRIBERS ONLY

The stock market: Artificial Intelligence expectations and falling headline inflation versus inverted yield curves

Articles — 28 June 2023 SUBSCRIBERS ONLY

France: Insee consumer survey shows a tighter labour market in the coming months despite slower growth. Wages are rising

Articles — 28 June 2023 SUBSCRIBERS ONLY

There will be no updates on June 29-30

Articles — 28 June 2023 SUBSCRIBERS ONLY

Eurozone: ECB's Monetary Development Report shows further monetary weakness and slowing loan demand

Articles — 28 June 2023 SUBSCRIBERS ONLY

Germany: An unpredictable future and political chaos in Berlin cause consumer sentiment to drop despite short-term tailwinds

Articles — 27 June 2023 SUBSCRIBERS ONLY

USA: The yield curve says recession, but the economy has not 'surrendered' yet. New home sales skyrocket in May - and consumer confidence bounces back

Articles — 27 June 2023 SUBSCRIBERS ONLY

A historically right-wing shift in Germany and the rest of the EU will have consequences in all areas

Articles — 26 June 2023 SUBSCRIBERS ONLY

IFO survey: Germany faces a double-dip recession as geopolitics pulls the carpet under the economy. AfD sees more gain in the latest opinion poll. Also, a short note on Russia

Articles — 23 June 2023 SUBSCRIBERS ONLY

Britain: The renewed surge in consumer confidence indicates, to no small extent, that fiscal and monetary policymakers are not in control of the inflation situation

Articles — 23 June 2023 SUBSCRIBERS ONLY

Japan: Core inflation hits the highest since the early 1980s - but BOJ does not believe inflation has gained a firm foothold

Articles — 22 June 2023 SUBSCRIBERS ONLY

France: Insee survey shows weak growth. The labour shortage problem remains the same as one year ago. Higher ECB policy rates for longer

Articles — 21 June 2023 SUBSCRIBERS ONLY

The Bank of England is slowly learning the lesson: More tightening is the only option in an economy running out of workers

Articles — 20 June 2023 SUBSCRIBERS ONLY

China's changing social landscape requires younger leadership better in touch with the people

← Previous Page 14 of 17 (836) Next →