Articles

A Federal Reserve policy rate cut of 50 basis points instead of 25 basis points cannot be ruled out following a surprisingly weak ISM survey

The Bank of Japan, yen repatriation, US 'recession' and 'growth panic': Does 'what did not happen earlier' unfold now? What are the consequences?

China's economy: Who speaks up if things go in the wrong direction?

Eurozone: The factors driving service inflation will not disappear in the next many years

Berlin 'saving itself to death' has now become the Eurozone's biggest problem

The US Federal Reserve and the ECB will lower policy rates, but the decision could suddenly appear in a different light

US Q2 growth report, a steepening yield curve and geopolitics make the coming quarters a delicate balancing act for the Federal Reserve

The economic undercurrent gains the upper hand in the Eurozone with huge political consequences to come

Is the financial market wearing blinders?

Summary of the 'Decision of the Central Committee of the Communist Party of China on Further Deepening Reform and Advancing Chinese Modernisation'

The Third Plenum meeting reinforces Xi Jinping's direction - more of the same that triggered the trade conflicts

A short note on strong regional Philadelphia Fed surveys in the United States

Weather Forecast: 'Hurricane-like Winds with Shifting Directions and the Formation of New Inflation Clouds in the Western Region. Unstable Fronts with Isolationist Trump-Vance Leadership'

The next Trump administration could push the EU into a dangerous security vacuum

China needs a 'controlled' recession, but Beijing has failed to create the institutionalised framework. Beijing has a different priority list

The political impact of the assassination attempt on Donald Trump before and after the election

Does falling US inflation also mean significantly lower bond yields?

Washington Meeting: Geopolitical tensions are escalating with significant economic consequences

The path of interest rates in the US - and the impact on the Eurozone bond market

Misunderstood fiscal discipline in Berlin: Germany's path to instability

French Election: The operation succeeded - but it caused the pendulum to swing to the left

Due to vacation, there will be no updates on July 1-5

China's window of opportunity: A second and last chance to save the relationship with the European Union?

Germany stands out in the June EU business and consumer survey: One threat from Beijing and Olaf Scholz panics

National Rally is poised for a major electoral victory. ECB will bear part of the credit risk for the election promises. What are the consequences of 'French nukes are for France'?

Germany needs - and will be forced to accept - lenient fiscal rules to make Germany and the EU survive

'Recovery' in the US manufacturing sector does not gain traction - but inflationary pressures accelerate. Trump and the risk of recession

Germany's competitiveness faces significant erosion without action

The 'centre holds,' but the Eurozone faces unprecedented economic problems from weak productivity and soaring labour costs

China is in the midst of a balance sheet 'recession': Existing house prices drop at the fastest rate since 2011

Political chaos in France: Marine Le Pen knows the path to power through the front door at the centre, but what happens when she stands in the corridor of power?

Washington will be forced to address a spiralling federal debt - otherwise, the bond market will react accordingly

The game is over for the coalition in Berlin. Germany could soon be forced to call an early election - tomorrow might be too late

USA: The NFIB sentiment survey shows no signs of a weakening labour market. Labour shortages will prevail throughout 2024

A weaker EU at the worst possible time means a higher risk premium. Will Meloni save the EU? What is the outcome of Macron's Russian Roulette?

Chinese trade figures still show signs of a weak domestic economy. The cost of 'de-risking' will be high for China and the EU

ECB decides hawkish monetary easing because it has no other option

What happens if the gap between the ISM and the real economy closes?

The ECB's communication problem: Policy rate cut, service inflation, soaring budget deficits and labour shortages

A Beijing that continues to kick the can down the road and a West that no longer follows Beijing's playbook will not create a self-propelled recovery in China

Western secular challenges: Implications for bond markets, the yield curve and monetary policy

The European Central Bank's main challenge is to increase unemployment

IFO survey: The road to recovery will be a long and arduous process, requiring massive investments in new technology

EU's secular problem - labour shortage - is highly evident in French business surveys

Has the ECB promised too much? Yes, according to German wage statistics and due to a hostile geopolitical environment

Why are commodity prices rising?

Beijing reacts when the CPC is threatened. The real estate sector crisis requires action, but new measures are mostly kicking the can down the road

Due to Whit Monday, there will be no update on May 20

Washington's focus on inflation and the federal budget deficit will soon become the EU's biggest problem as generosity fades

British labour market report underscores European central banks' lack of room for manoeuvre

← Previous Page 9 of 17 (836) Next β†’