Carsten Brzeski Blog | 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 ... more


Latest Posts
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German Industrial Orders Confirm The Ongoing Divergence
The rebound in industrial orders confirms that the divergence between manufacturing and services will continue in 2021.
Germany: Blame It On The Weather
The first February increase in German unemployment since 2014 is more the result of the harsh winter weather than the ongoing lockdown
Germany: Inflation Accelerates In February
The national inflation measure accelerated further in February and did little to quieten the discussions around potential ECB reaction to higher yields.
Germany: Growth In 4Q Revised Upwards
The fact that the German economy avoided contraction in 4Q is not new.
Eurozone: The ECB And The Return Of Inflation
As eurozone inflation is on the rise, staying on the sidelines has become less comfortable for the European Central Bank. Instead, expect a further shift towards (real) yield curve control.
Germany: The Return Of Optimism
The latest Ifo index show that optimism has returned to the German economy. Businesses seem to have joined financial markets in looking through any adverse short-term effects from ongoing lockdowns and the slow start of the vaccination rollout.
Germany: More Money
Last night, the German government decided on another fiscal stimulus package. At 9bn euro (some 0.2% of GDP), this package is rather an extension of the existing stimulus measures than anything new, and seems to be not much more than a band-aid.
Germany Avoids A Double-Dip Recession, But Only Just
The German economy got away with a black eye, avoiding a double-dip in the final quarter of 2020.
Germany: Inflation Shock
The surge in German headline inflation could pose a new communication challenge for the ECB.
Germany: Fear Is Back
The January Ifo index shows a worsening of both the current assessment and the expectations component and signals a very weak start to the new year for the German economy.
ECB: Holistically Determined
As expected, the European Central Bank, left all policy instruments unchanged and its official communication was almost a verbatim copy of the December communication.
ECB: Minutes From December Meeting Show Strong Support For Latest Package
The strengthening of the euro is getting more and more attention.
Germany: Economy Shrank By 5% In 2020
The German economy shrank by 5% in 2020, the worst performance since the financial crisis. While this headline number masks a better-than-expected performance in Q4, ongoing lockdowns and fading positive one-off factors don't bode well for Q1.
Germany: Your Quick Guide To This Week’s CDU Leadership Vote
With national elections looming at the end of September and Angela Merkel not running for office, her party, the CDU, will choose a new leader this week.
Germany: Ifo Stuck Between Vaccine And New Lockdown
Don't get carried away by the stronger Ifo index. Due to the new lockdown measures, the German economy has entered a period of hibernation at the turn of the year and it will take until the second quarter before a significant rebound materializes.
ECB: Recalibration, No Stepping Up Of Stimulus
The European Central Bank just announced the expected recalibration of its well-known instruments to ensure that the current level of monetary accommodation will continue into the first half of 2022.
1 to 16 of 220 Posts
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