Monday, October 26, 2015

Rethinking the overachiever

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Mario Draghi’s bold comments have raised the bar for the December meeting to a very high level. What could the ECB actually do? Even after ...

German Ifo drops in October

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Surprised but not frightened? German businesses showed an interesting reaction to the recent series of uncertainties and turmoil. In fact, t...
Thursday, October 22, 2015

Draghi increases bets for December action

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Back to back with one of Malta’s biggest casinos, the ECB today clearly increased its bets, sending strong hints on new monetary stimulus at...
Wednesday, October 21, 2015

European Commission presents proposals for further reforms of EMU

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At least they are trying. Today, the European Commission presented its plans on how to get the monetary union on a more sustainable footing....
Tuesday, October 6, 2015

German IP disappoints in August

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“I know what you did last summer…”. German industrial production disappointed in August, dropping by 1.2% MoM, from +1.2% MoM in July. On th...
Wednesday, September 30, 2015

German labour market remains strong

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Good news with a bit of blush. German unemployment dropped by a non-seasonally adjusted 87,600 in September, bringing the total number of un...
Wednesday, September 23, 2015

Germany - Chased by cars?

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Tomorrow’s Ifo index should get less attention than normal. The latest events in the automotive industry overshadow ordinary confidence indi...