Author: Niels Bjorn

Rising Euro Area Wages – Will Core Inflation Hit ECB’s Target Soon?

AGMR Euro Area Leading Indicator: Sluggish Growth in 2019

Euro Area Wages: The Phillips Curve is Alive in Germany (September 2018)

Euro Area Summary: Consumer Spending Growth Remains Sluggish

Macro-Cycle Investing: The Bloomberg Commodity Index

Can the US Manufacturing ISM Continue to Defy Gravity? (August 2018)

DM Manufacturing Cycle: Slowdown Signal Turns More Mixed (August 2018)

Euro Area Down But Not Out: Euro Area and US Likely to Recouple When US Fiscal Stimulus Fades (July 2018)

Euro Area Summary: Maintaining Below Consensus 2019 Outlook (July 2018)

G9 Currency Briefing: More Focus on Monetary Policy (July 2018)