Author: Niels Bjorn

Euro Area Summary: Rising Defense Spending Pushes EU Towards Fiscal Union

Commodity Cycle Update: A Pause in the Rally

DM Manufacturing Cycle: Stronger Consumer Spending Improves the Outlook

Euro Area Malaise: Export Competitiveness Under Pressure?

Euro Area Summary: Substantial Tariffs Looming?

European Malaise – Is It Really That Bad?

Euro Area Summary: Still Growing Close to the Potential Rate

2025 DM Economy: Moderate Growth and Inflation Above Target

US and Euro Area AGMR LI: Signaling Moderate Growth

Currency Briefing: Global Trade Tensions and Rates in the Spotlight