Index – legonomics

Morning Briefing – 27. Juni 2019 – Konjunktur // Angstbarometer // Transportindizes

Guten Morgen,

Gestern stoppte das Thermometer bei 38,6° C (hier). Das ist echt nicht mehr witzig. Derweil hofft „der Markt“ zumindest auf eine kleine Abkühlung im Handelsstreit zwischen den USA und China beim bevorstehenden G20-Gipfel in Japan (hier). In Deutschland hätten wir derzeit volkswirtschaftlich aber wohl eher eine Erwärmung nötig, wie ein Blick auf die aktuelle Lage, aber auch die Zukunftsaussichten zeigt: Nicht nur der IFO-Geschäftsklimaindex ist auf seinen Tiefststand seit November 2014 gefallen (hier):

The German economy in February 2018 – a dent only?

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Well, well, at least, we will soon have a new government. That is the good news for the month. The economy, though, did not do so well in the last month, especially in comparison with January 2018: „The German economy in February 2018 – a dent only?“ weiterlesen

The German Economy in January 2018 – no breathtaking…

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Due to my annual skiing-holidays, I am a little late with my January monthly and thus had to watch in awe the stock exchanges crashing all over the world. Currently, the search is ongoing for the reasons of this crash. I will dwell deeper into this in the next month. Before, let’s look back into January – where the GroKo was still under construction and the German economy seemed to happily hum along: „The German Economy in January 2018 – no breathtaking…“ weiterlesen

Morning Briefing – 25. Januar 2018 – Konjunktur // Transport-Indizes // Utopie

Morning

Guten Morgen,

Während Frau Merkel in Davos über globale Themen redet, ist man in Cottbus „verunsichert„. Derweil scheint Donald Trump auf dem Trip nach Davos erst einmal eine Auszeit von seinen heimatlichen Themen zu nehmen.

Zumindest um die Wirtschaft müssen beide sich aber zumindest heute nicht sorgen: „Morning Briefing – 25. Januar 2018 – Konjunktur // Transport-Indizes // Utopie“ weiterlesen

The German Economy in December 2017 – record ending to a record year!

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As an awesome year drew where record chased record, Germans finally seemed to enjoyed themselves rather than going out on a shopping-spree. At least that is what the incoming figures about retail around Christmas tell us: Despite growing by a healthy three per cent, especially smaller retails seem to be not too happy about their sales figures (cf. here). „The German Economy in December 2017 – record ending to a record year!“ weiterlesen

The German Economy in March 2017 – silver lining ahead

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After all these questionmarks, doubts and armageddon-foresights (cf. for February here) now that: Hope! First, we all survived the 15th of March 2017 – despite the doomsday-sayers, neither the debt-ceiling nor the rate-hike in the US nor the Dutch elections could derail the „economic train“ which seems to get momentum even beyond Germany now. But, as always, I am getting ahead of myself. So, let’s see what’s behind the (German) curtain for this month: „The German Economy in March 2017 – silver lining ahead“ weiterlesen

The German economy in September 2016 – on the edge

The question raised at the end of August („seasonal slowdown or new trend?„) might indeed be answered in the very near future – at least, if Deutsche Bank‘ shares contiue to plunge. But I am getting ahead of myself… „The German economy in September 2016 – on the edge“ weiterlesen

German economy August 2016: Seasonal slowdown or new trend?

August remained a relatively quiet month – especially in comparison to June and July. The developments of the previous months (and the season) only took a small toll on the current German economy. However, the outlook has deteriorated. „German economy August 2016: Seasonal slowdown or new trend?“ weiterlesen

German economy July 2016: The saga continues, but not so glossy after all

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Amid Brexit, the Turkish Coup and now also terrorist attacks on its soil, the German economy overall remains strong in July 2016: „German economy July 2016: The saga continues, but not so glossy after all“ weiterlesen

Uhrenverkäufe als Konjunkturindikator?

Ich versuche mich ja seit einiger Zeit an der Deutung aller möglichen Wirtschaftsindikatoren als Barometer für die wirtschaftliche Entwicklung. Ein Schwerpunkt dabei sind die Frachtraten-Indizes, wie etwa der schon mehrfach besprochene Baltic Dry Index. Nach neuesten Meldungen könnte man aber auch über einen weitern Indikator nachdenken: den der Uhrenverkäufe. „Uhrenverkäufe als Konjunkturindikator?“ weiterlesen