The German recession is here
The risk of recession is increasing in #Germany. The figures for industrial production (-7.5% in Q2 at annual rate (see here)) set the context for the GDP figure to be…
Philippe Waechter's blog
Recession in Germany
German production fell -1.8% in June over one month (excluding construction). It has fallen in 5 of the last 6 quarters and in Q2 the decline is -7.5% annualized rate.…
The recession is at the corner
Investors do not see how to exit from uncertainties. They rush on non-risky assets. The recession at the corner #monetarypolicy #recession In the past, when all market rates on the…
US yield curve – an update
Inversion of the US yield curve. The signal for a forthcoming recession. No one wants to take bets on the future.
Inversion of the US yield curve now points to lackluster projections
Investors have been keeping an eye on the US yield curve since the fall of 2018, as they wonder about a potential inversion and the effects this would have. This…
Why is the euro area slowing? My Weekly column
This post is available in pdf format My weekly column – January 15th The euro area economy is slowing and could even see a contraction around the end of 2018…