Friday, May 23, 2014

German Ifo sounds first note of caution

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A first note of caution. German business confidence dropped in May, illustrating that the earlier hard-headed optimism is slightly crumbling...
Wednesday, May 21, 2014

High importance but low interest - what to expect from the European elections

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For financial markets, the direct impact from this week’s European elections should be limited. The indirect impact, however, should not be ...
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Wednesday, May 14, 2014

German economy booms on back of mild winter weather

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As good as it can get? The German economy staged the expected impressive performance in the first quarter of 2014. According to the first es...
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Thursday, May 8, 2014

Trade data mark weak end of a strong quarter

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German exports dropped in March, confirming the shot-across-the-bow feeling from other industrial data earlier this week. As just reported b...

Verbal acrobatics and a cliffhanger from Brussels

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As expected the ECB kept its powder dry at today’s meeting. However, what started off as a rather dull meeting developed into a very excitin...
Wednesday, May 7, 2014

Ongevraagd advies

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Druk werkt averechts. Dat heb ik bij de opvoeding van mijn kinderen uit eigen ervaring moeten leren. Op belangrijke momenten werkt het bete...
Thursday, April 24, 2014

German Ifo beats expectations in April

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Happy-go-luckies or down-to-earth pragmatists? In any case, German businesses surprised once again with an almost hard-headed optimism in Ap...