Articles

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

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

Podcast interview with Steen Jakobsen, CIO, Saxo Bank: How big is the risk of sustained high inflation? [language: Danish]

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

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

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 

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

Podcast: Europe faces a 'demographic hurricane'. What are the implications?

France: No signs that inflation will peak anytime soon

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

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

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