Carsten Brzeski | TalkMarkets | Page 3
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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The Market’s Bet Against Central Banks Might Be Misguided
Central banks are trying to push out expectations over the timing of interest rate cuts, but the markets don't seem to be listening.
German Industrial Production Disappoints In November
New year, same old problems. The downward trend of industrial production continued in November and increased the likelihood of the economy having entered a technical recession.
German Trade Rebounds In November
German trade finally rebounds, but a very weak increase in industrial orders shows that the economy is still far from a substantial recovery.
German Inflation Rebounds In December
Inflation rebounded in December, strengthening the case for the European Central Bank to wait a little longer before discussing rate cuts.
German Labor Market Ends 2023 On A Negative Note
The gradual worsening of the German labor market continued in December.
German Ifo Index Drops In December On Fiscal Woes
The latest Ifo index reading suggests that recent fiscal woes are weighing on German business sentiment.
Lagarde Pushes Back On Aggressive Rate Cut Expectations
Today’s ECB meeting confirmed our base case scenario of a gradual shift towards full dovishness, with rate cuts starting in June.
Germany Finally Has A Budget Plan For 2024
The government announced its plan for filling the funding gap in the 2024 budget. It's a combination of expenditure cuts and new revenues, probably keeping the economy in a minor recession next year.
Weak German Industrial Production Marks End Of Another Disappointing Week
Another disappointing macro week suggests that the German economy is on track for another quarter of contraction.
ECB Preview: The Long Dovish Shift
Next week’s challenge for the European Central Bank is how to keep all options open without sounding too dovish but also not too detached from reality.
What To Expect In 2024
A short discussion about what to expect from the global economy next year.
German Inflation Drops Further In November
The disinflation trend in Germany has gained more momentum in November and brings the European Central Bank's target closer in sight.
German Ifo Points To A Bottoming Out, Not A Rebound In November
It's better than another drop but the latest improvement in the Ifo index is too insignificant to really celebrate. It points to a bottoming out of the German economy, rather than an imminent rebound.
Contraction Of German Economy In The Third Quarter Confirmed
The German economy remains stagnant, the recent fiscal turmoil will do little to change this any time soon.
ECB Minutes Confirm More Cautious Take On Growth
The released minutes of the ECB’s October meeting show a more concerned central bank regarding the growth and a clear attempt to stick to ‘high for longer’.
Eurozone Wage Growth Is Set To Peak Soon
Slowing inflation, a cooling labor market, and lower expected corporate revenues make a peak in wage growth before the middle of next year.
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