Author: Niels Bjorn

Global Manufacturing Cycle: More Weakness Ahead

Euro Area Summary: Narrowly Avoiding a Recession – For Now

Euro Area: The Risk of Persistent Strong Wage Growth

Commodity Cycle Outlook: Continued Price Declines

Euro Area Summary: Service Rebound Gains Traction

Euro Area Financing Conditions Part II: Deposit Flows and Recession

Euro Area: Record Tightening of Financing Conditions Suggest a Recession

AGMR US Domestic Demand Leading Indicator: Still Signaling Recession

Euro Area AGMR LI: Domestic Demand Recession into 2024

Euro Area Summary: Core Inflation Continues to Rise