5 Things We Watch: CBs, Eurflation, OPEC, Ifo, Dutch Politics
We talk about EURflation and the upcoming OPEC meeting and we then move on to talking about the Ifo numbers released last week while lastly...
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EUR Inflation Watch: Another Dovish Surprise Due to Black Week/Month?
We see clear downside risks to the consensus forecasts for November inflation in Europe due to small seasonal expectations for price cuts in...
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Ifo Nugget: Should We Believe the Numbers?
Before we get going we have to stretch that this month’s number comes with a yuuuge caveat, namely that of the German Constitutional Court’s...
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Electricity Watch: Why Ze Germans Are OK for Now
Energy-sensitive sectors such as Chemicals, Metals and Autos will probably see improving orders to inventory ratios in a light cyclical upturn.
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EUROPOLITICS WATCH: Opposition Victory in Poland Opens Door for Ukraine in the EU?
The support of Poland will be key for Ukraine heading into negotiations with the EU. The Polish election on Oct 15th enjoyed significant...
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