Scandi-flation Watch: Finally a bit of respite?
Welcome to our Scandi inflation watch. Based on public demand, we will release our SEK and NOK inflation views on a running basis as...
371 Views
EUR-flation Watch: Consensus is OFF (again)
We interestingly see a pattern where Germany is used to predict MoM consensus elsewhere in December. German consensus numbers look relatively...
446 Views
NEW EU FISCAL RULES – Victory for the Expansionists or the Prudentials?
Amidst the prospect of a soft landing and lower interest rates, the European Council unanimously voted in favor of reinstating fiscal safeguards...
695 Views
IFO Nugget: Recession and Target Inflation?
There is no way around the fact that, no matter how many officials refrain from admitting it, Germany and central economies in Europe are in, at...
363 Views
Out of the Box #25: Europe. From Technical Recession to an Real One?
EUR duration still has further to go and we remain long- soft landing cuts or emergency cuts should leave the long end lower.
366 Views