Articles

Articles — 28 February 2023 SUBSCRIBERS ONLY

USA: The Conference Board consumer survey shows falling inflation expectations. The share of households 'seeing plentiful of jobs' jumped in February

Articles — 27 February 2023 SUBSCRIBERS ONLY

Eurozone: A tight labour market makes households 'upbeat' - or 'less downbeat'. Stronger wage increases?

Articles — 24 February 2023 SUBSCRIBERS ONLY

Japan: Inflation increases to the highest since 1981. Toyota raises wages at the fastest pace in 26 years

Articles — 24 February 2023 SUBSCRIBERS ONLY

Sweden: The economy showed only a weak rebound in sentiment in February. Service sector inflation expectations hit a new all-time high, according to NIER

Articles — 24 February 2023 SUBSCRIBERS ONLY

Germany: Falling energy prices fail to boost spending plans as households see Berlin's foreign policy strategy in the last two decades collapse

Articles — 24 February 2023 SUBSCRIBERS ONLY

USA: New home sales, tight labour market and sticky inflation will force policy rates higher for longer - and trigger a recession

Articles — 22 February 2023 SUBSCRIBERS ONLY

France: Insee business sentiment survey shows steady growth - but is Europe prepared for what comes after 'Xi Jinping's visit to Moscow'?

Articles — 22 February 2023 SUBSCRIBERS ONLY

Germany: IFO survey shows an improving 'outlook' - or 'less downbeat' future. But 'China' could turn into Berlin's next nightmare

Articles — 21 February 2023 SUBSCRIBERS ONLY

Eurozone consumer confidence recovers at a painfully slow pace as geopolitical tensions increase. The Munich Security Conference was the last straw

Articles — 21 February 2023 SUBSCRIBERS ONLY

Germany: ZEW survey continues to see improvement in investor sentiment - but the 'China arm' is now at risk

Articles — 20 February 2023 SUBSCRIBERS ONLY

Sweden: Core inflation continues to increase. Geopolitics will create a new leg in commodity price inflation. The Munich Security Conference underscores how bad the situation is 

Articles — 17 February 2023 SUBSCRIBERS ONLY

Germany: Factory gates inflation will decline more slowly than market expectations. The next inflation leg will come from the 'demographic hurricane'

Articles — 17 February 2023 SUBSCRIBERS ONLY

France: No signs that inflation will peak anytime soon

Articles — 16 February 2023 SUBSCRIBERS ONLY

China: House prices stabilised in January, but the underlying economic trend shows an 'economic mess' without reforms to unwind imbalances

Articles — 16 February 2023 SUBSCRIBERS ONLY

USA: Higher-than-expected factory gates inflation and a steep decline in manufacturing sentiment are a bad cocktail

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