The German economy in March 2018 – Weakness ahead?

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Also in comparison with February, March 2018 does not seem to be the month of recovery but rather a mixed bag if not the first signal of another bumby road ahead: „The German economy in March 2018 – Weakness ahead?“ weiterlesen

Morning Briefing – 11. April 2018 – Verschuldung // Carmageddon // Chapter 11

Morgen Schweiz

Guten Morgen,

Nachdem zunächst die Deutsche Bank mit einem eher brachialen Vorstandswechsel sozusagen in Vorlage ging, konnte Volkswagen natürlich nicht nachstehen und hat ebenfalls quasi über Nacht den eher glücklosen Vorstandsvorsitzenden Müller abgesägt (hier). Mal schaun, wie lange Herr Kaeser noch Siemens-Vorstandsvorsitzender ist….   „Morning Briefing – 11. April 2018 – Verschuldung // Carmageddon // Chapter 11“ 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

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

Morning Briefing – 13. Dezember 2017 – Margin-Call Risiko // Inflation // Ausblick 2018

Morning

Guten Morgen,

Der BER wird eröffnet – im Herbst 2020(!), wenn er nicht vorher in die Pleite rutscht… Derweil schrumpft die Mehrheit, auf die sich Trump im Senat stützen kann und Tillerson will ohne Vorbedingungen mit Nordkorea reden.    „Morning Briefing – 13. Dezember 2017 – Margin-Call Risiko // Inflation // Ausblick 2018“ weiterlesen

The German Economy in October 2017 – on the rise

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It is getting quite boring to announce record after record in the German economy: From DAX to employment and from industrial output to ifo – record-highs everywhere. We Germans are not accustomed to such a lengthy period of record-growht. There are, however, not many pessimists left now who are willing to predict any sort of crisis. And I am currently at least not one of them. First, let’s look into the German economy with the help of several key indicators:  „The German Economy in October 2017 – on the rise“ weiterlesen

Morning Briefing 27. September 2017 – Wirtschaftspolitik // Insolvenzen // Staatsschulden

Morning

Guten Morgen,

und die Wahlen lassen einen nicht los. Nicht nur, dass die zukünftige Wirtschaftspolitik einer Jamaica-Fraktion noch in den Sternen steht (s. dazu sogleich unten), nein, eine angeschlagene CSU schlägt mit einer Flüchtlingsobergrenze gleich mal einen Pflock ein, den die Grünen nur schwer akzeptieren werden. „Morning Briefing 27. September 2017 – Wirtschaftspolitik // Insolvenzen // Staatsschulden“ weiterlesen

The German economy in November 2016 – Trump ante ports

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Until 8 November the month began rather „ordinary“ and did not continue the rebound from September. Obviously, everybody was waiting for the outcome of the US Presidential elections. And then the unthinkable (at least from the viewpoint of the MSM) happened – Trump was voted President. And then, again, the unthinkable happened: stocks did not only NOT crash but – especially in the US – started a rally rarely seen. „The German economy in November 2016 – Trump ante ports“ weiterlesen

German economy August 2016: Seasonal slowdown or new trend?

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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

Erneuter Rückgang der Unternehmensinsolvenzen in 2015

Nach Schätzungen von Creditreform sind die Insolvenzen von Unternehmen im Jahre 2015 weiter zurückgegangen. So sollen nur noch 23.230 Unternehmen (Vorjahr: 24.030) Unternehmen in Deutschland einen Insolvenzantrag gestellt haben. Seit 2010 sind damit die Insolvenzzahlen in Deutschland durchgängig rückläufig – nicht nur, was die Unternehmensinsolvenzen betrifft. „Erneuter Rückgang der Unternehmensinsolvenzen in 2015“ weiterlesen