Portfolio Watch: What if We Add a Rate Cut to This Fire..
The cyclical rotation is slowly but slowly rolling and if central banks add rate cuts to this mix, we are staring directly into the melt...
327 Views
EUR-Flation Watch: Why the ECB Is off by Miles in the Q1 Forecast
After having updated our models, we see March HICP printing at 1.84% versus ECB at 2.9% (Q1-average) and a market pricing of 2.25% (or thereabout)
185 Views
EUR-flation Watch: Consensus is OFF (again)
We interestingly see a pattern where Germany is used to predict MoM consensus elsewhere in December. German consensus numbers look relatively...
392 Views
NEW EU FISCAL RULES – Victory for the Expansionists or the Prudentials?
Amidst the prospect of a soft landing and lower interest rates, the European Council unanimously voted in favor of reinstating fiscal safeguards...
619 Views
IFO Nugget: Recession and Target Inflation?
There is no way around the fact that, no matter how many officials refrain from admitting it, Germany and central economies in Europe are in, at...
272 Views