Though there is reason to believe that Germany may overcome the current economic downturn better than many of its European peers, in this blog, Julius questions this possibility after having a closer look at their economy’s reliance on an export-driven growth model.
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According to Roger, ECB is in quite the predicament. Activity indicators are easing. Inflation, especially the core kind, is very low. And yet, there is something else going on. Up-stream cost pressures are on the rise. How should the ECB interpret this? – To get Roger’s answer, read on!
After reading a rather ominous column by the economist William White, and hearing that Paul Romer was awarded the Nobel Prize in Economics, our very own market pundit, Roger Josefsson, was inspired to build a few charts and write a few comments. It wouldn’t be Roger if there weren’t clouds on the horizon, but timing is – as Roger puts it – everything…