A quick note on household savings in the 4 major EZ countries where we apply the excess savings method of the Fed using Eurostat data
EU watch: At the end of the day it is all about domestic politics…
With weak economic data coming out of Germany expect internal pressures on the government to be hawkish on a European level to please its own disgruntled citizens and avoid losing voters.
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5 Things We Watch: Inflation, Real Estate, Banking Crisis, Credit and Euro Weakness
Wednesday is back, and so is the weekly post where we highlight what we are currently spending our time looking at. Don’t miss out on the crucial tendencies in global macro presented in this shorter piece!
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