Carsten Brzeski | TalkMarkets | Page 1
Chief Economist at ING Germany
Contributor's Links: ING
I am the Chief Economist at ING Germany. I have a broad international background in economics and finance, combining public and private sector experience in economic analysis and policy-making. Main focus: Europe, Eurozone, Germany and ECB. My career started in the public sector at the ...more

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German Consumers Take An Optimistic Turn
A better-than-expected improvement in consumer confidence not only adds to recent positive macro news out of Germany but also gives hope that private consumption could pick up over the coming months.
A Falling Euro Is Not The ECB’s Biggest Headache
Along with rising speculation of EUR/USD approaching parity, the old question of how the European Central Bank should react to exchange rate movements is returning.
ECB’s Press Conference Signals Its First Cut Will Be Hawkish
ECB President Christine Lagarde’s comments at today’s press conference suggest that the timing of the first rate cut is not a done deal yet.
ECB Officially Opens The Door To A June Rate Cut
No policy action, but the ECB officially opens the door to a June rate cut.
Minutes Of The ECB’s March Meeting Strengthen Case For June Cut
The released minutes of the European Central Bank’s last meeting in March strike a fine balance between sounding hawkishly concerned and at the same time, preparing for a first rate cut.
ECB: Final Stop Before The Cut
Even without actual rate action, next week’s meeting could provide some interesting insights in what will be next for the ECB.
Easter Bunny Cannot Stop German Disinflation
Disinflationary trends broaden as headline inflation drops for the fourth month in a row.
German Consumers Still In Hibernation
Disappointing retail sales and still weak consumer confidence suggest that the consumption-driven recovery remains more of a dream than a reality for Germany.
German Labor Market Remains Resilient On The Outside But Shows Weakening From The Inside
Unemployment this month dropped less than it generally has done in March since the financial crisis, suggesting that the very gradual cooling or turning of the labor market continues.
Germany’s Housing Slump Finally Looks To Be Ending
The German housing market seems to be bottoming out following a particularly sharp correction in real estate prices in 2022 and 2023. The recovery, however, looks set to be gradual.
German Ifo Index Improves In March
The March Ifo index suggests that the bottoming out of the German economy is getting broader.
First Hard Data For 2024 Signals German Economy Is Bottoming Out
This week brought the first hard data for Germany this year. There are signs of a bottoming out but the numbers still point to another economic contraction in the first quarter of the year.
Lagarde Opens The Door Slightly To June Rate Cuts
ECB President Christine Lagarde slightly opened the door to rate cuts at the June meeting.
ECB Keeps Rates And Communication Unchanged
The European Central Bank keeps its policy rates on hold and doesn’t blink on possible upcoming rate cuts.
Three Things To Watch At Next Week’s ECB Meeting
We expect further subtle changes to the European Central Bank's communication next week, paving the way for a June rate cut.
German Disinflation Continues In February, Sending Mixed Signals To The ECB
Today's German macro data will fuel speculations about an early ECB rate cut as disinflation continues and economic activity remains weak.
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