Carsten Brzeski | TalkMarkets | Page 9
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 Industry Stagnates At Too Low Level
Industrial activity in November provided more evidence that the economy did not fall off a cliff in the fourth quarter but was not strong enough to avoid a contraction either.
German Exports Weaken Further In November
Exports continue to weaken, suggesting that recession fears are real. German exports, seasonally and calendar-adjusted, decreased by 0.3% month-on-month in November, from -0.6% MoM in October.
German Inflation Drops To 8.6% In December
Lower oil and gasoline prices and the first phase of the government's gas price cap have pushed down headline inflation in December. Still, at current levels, inflation remains a major concern in 2023.
German Ifo Index Brings Year-End Optimism
Germany’s most prominent leading indicator, the Ifo index, staged a strong rebound, increasing to 88.6 in December, from 86.4 in November.
Hawkish Pivot By The ECB
While other major central banks made a slight dovish shift this week, the European Central Bank staged a hawkish pivot.
ECB Monetary Transmission: One Size Currently Fits All
The European Central Bank's (ECB's) rate hikes so far have led to a tightening of financing conditions for households and businesses.
ECB Preview: Breaking The Wave
In recent days, the risk that the European Central Bank could hike by another 75bp has clearly increased.
German Industrial Production Weakens Further In October
Industrial production adds to evidence that the gradual slide into recession continued at the start of the final quarter of the year.
Slight Uptick In German Industrial Orders In October
Industrial orders rebounded slightly in October, on the back of strong bulk orders. However, Germany's descent into an industrial recession continues.
Some Relief In German Inflation
A very small breather for German inflation. Headline inflation came in at 10% year-on-year in November, from 10.4% in October.
November Ifo Signals That Hope Is Back
Germany’s most prominent leading indicator, the Ifo index, staged a strong rebound, increasing to 86.3 in November, from 84.5 in October.
ECB Minutes Show Tentatively Growing Recession Concerns
At first glance, the minutes of the European Central Bank's October meeting do not point to a pivot any time soon. However, reading between the lines, there seem to be growing recession concerns.
Towards Another Reform Of Europe’s Fiscal Rules
On Wednesday, the European Commission started a new round of intense discussions on yet another reform of the EU’s fiscal rules, aka the Stability and Growth Pact (SGP).
Germany’s Long Slide Into Recession Continues
Industrial production held up well in September, illustrating how the economy stumbled but didn't fall in the third quarter. Macro data and events of the last week, however, confirm our view that the economy's long slide into recession continues.
Inflation Shock Gets Worse In Germany
German inflation increased once again in October. We are still a few months away from the peak
German Economy Sees Surprise Growth In The Third Quarter
The German economy recorded surprise GDP growth in the third quarter. However, this does not mean that the country will avoid a recession.
129 to 144 of 485 Posts
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