There is more fundamental merit to the sell-off we are currently experiencing than the one we faced in July. China has come to a sudden halt, and we are facing a USD liquidity withdrawal. Dash for USD cash! To read the full article, sign up for a 14-day FREE trial of...
While we are waiting for Godot and his assessment of Payrolls, we take a look at Chinese momentum in the context of declining demand in the West. Are the wheels coming off in China? To read the full article, sign up for a 14-day FREE trial of the Basic, Premium or...
Today’s dismal industrial production figures in Germany are nothing new following the energy crisis. When examining various indicators, it’s clear that Germany has never fully recovered. Energy-intensive industries have seen a structural decline in production, with...
Direct exports to China from Germany have been falling over the last few years, while exports to the US have increased on a nominal level. The US has always been an important source of end demand for German products, but the dependence has now reached a new pinnacle....
What is the path to peace in Ukraine and what might Zelenskyy’s “plan to end the war” entail? To read the full article, sign up for a 14-day FREE trial of the Basic, Premium or Crypto plan. Already a member? Login...
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