Morning Briefing 2. September 2020 – USA-Special

Guten Tag (ich war heute Morgen verhindert…), 

Herr „ich fall dann mal die Treppe runter“ Altmaier lehnt sich gleich mal wieder weit aus dem Fenster, wenn er behauptet, dass der Abschwung in Deutschland nicht mehr als 5,8% betragen werde, also nur wenig mehr als bei der letzten großen Finanzkrise (hier). Er geht dabei nicht nur von einer V-förmigen Erholung aus, sondern kann auch in dieser völlig unübersichtlichen Reaktion schon wieder Nach-Komma-Stellen berechnen.

„Morning Briefing 2. September 2020 – USA-Special“ weiterlesen

The German economy in July 2020 – the sky is the limit! Sure?

After the German economy bottomed out in May (cf. here) and started its rebound in June (cf. here), most parameters indicate that the German economy is recuperating rather swiftly. But, hey, let’s look into the German economy in some more detail:

„The German economy in July 2020 – the sky is the limit! Sure?“ weiterlesen

The German economy in June 2020 – rebound?

While in May it seemd that the corona-related crash of the German economy had already bottomed out (cf. here), the data for June 2020 even shows the first signs of a possible rebound. But, hey, let’s look into the German economy in some more detail:

„The German economy in June 2020 – rebound?“ weiterlesen

Morning Briefing – 16. Juli 2020 – China-Spezial

Guten Morgen,

Nachdem China nunmehr Hongkong defacto „eingemeindet“ hat (hier) scheint es nur eine Frage der Zeit zu sein, bis sich das Land der Mitte ernsthaft Taiwan „zuwendet“ (hier). Aber auch im Nahen und Mittleren Osten mischt die Volksrepublik mit, wie der Libanon (hier) und Iran (hier) zeigen. China legt – auch unter dem Druck der US-Politik (hier und hier) seine Maske ab (hier).

„Morning Briefing – 16. Juli 2020 – China-Spezial“ weiterlesen

The German economy in May 2020 – bottomed out yet?

Throughout the last month, the bad news kept indeed (cf. here) constantly flowing in like waves on a beach. Given the easing of the lockdown and the first tentative steps to reopen the economy at the end of May the question is whether the German economy already bottomed out. To get a grip on that, let’s look into the German economy in some more detail:

„The German economy in May 2020 – bottomed out yet?“ weiterlesen

The German economy in April 2020 – and the waves roll in…

As foreseen last, month, the Corona-Pandemic has inded cut into the German economy like a hot knife through an ice-cake – and it does not look good. But hey, let’s look into the German economy in some more detail:

„The German economy in April 2020 – and the waves roll in…“ weiterlesen

The German economy in March 2020 – in anticipation….

The Corona-Pandemic is cutting through the global economy like a hot knife through an ice-cake – and the German economy is awaiting its „cut“ from the overall cake, so to say (or to stick last months parlour (here): awaiting its piece of sh*** coming back from the fan). But hey, let’s look into the German economy in some more detail:

„The German economy in March 2020 – in anticipation….“ weiterlesen

The German economy in February 2020 – when TSHTF!

So, although with a view to the ongoing meltdown in the global economy it might seem a little odd to look at last months figures, this makes sense – if only to ascertain the status before TSHTF. Since, even before the virus really hit, the German economy remained in a rather fragile state, as the January monthly showed (here). But, hey, let’s look into the German economy in some more detail:

„The German economy in February 2020 – when TSHTF!“ weiterlesen

The German economy in January 2020 – before the virus hits

While the last „Monthlies“ pointed to a plateauing of the German economy (cf. here and here), the beginning of January marked the point where everybody began to take the threats emanating from the Corona-virus seriously. However, since the economic impact was only starting to gain traction, it is quite interesting to see how the German economy evolved prior to this crucial chain of events. But, hey, let’s look into the German economy in some more detail:

„The German economy in January 2020 – before the virus hits“ weiterlesen

The German Economy in December 2019 – step by step…

The small ray of light, posted in my Monthly of last month (here) seem to get stronger (by the month). But, hey, let’s look into the German economy in some more detail:

„The German Economy in December 2019 – step by step…“ weiterlesen