The weekly commentary
Germany: structurally weak
The German Council of Economic Experts gives Germany a poor performance rating. But something can be done about it.
We keep an eye on industries and markets
Our aim is to understand our clients and their challenges better than others. To do this, we listen to you carefully. And we keep a very close eye on the markets and industries that are relevant to you—with an unbiased view of the respective business risk. Our experts advise you individually with this special know-how.
We know our way around the following industries particularly well:
Our weekly barometer on economics
Every Thursday, our Chief Economist Dr. Cyrus de la Rubia gives you an overview of the latest market analyses for government bonds and currencies as well as the economic situation in the Eurozone, the USA, and the global economy. In the weekly commentary, Dr. Cyrus de la Rubia also addresses current topics ranging from monetary policy to commodity markets to blockchains.
Dr. Cyrus de la Rubia | chief economist
Current industry, macro, and capital market reports
May 16, 2024
We are underestimating the next wave
When it comes to artificial intelligence, synthetic biology and other new technologies, the question arises as to whether these are tsunamis or waves that we can ride. .
Wochenbarometer ( PDF, 437 kB )May 16, 2024
Latin America and the eurozone boost global trade
n March 2024, global trade increased by 0.3% compared to the previous month, but according to our preliminary estimate, global trade is off to a weak start in the second quarter.
Wochenbarometer ( PDF, 211 kB )May 10, 2024
Germany and France back in the growth zone
In April, the recovery in the Eurozone continued. It is gratifying that the two laggards, Germany and France, have caught up to growth territory.
Euro-Konjunkturpuls ( PDF, 1.98 MB )May 2, 2024
The Fed's luxury problems
The US Federal Reserve will cut rates this year - but only if the data allows it to do so.
Wochenbarometer ( PDF, 677 kB )April 25, 2024
China and the US fuel Global Trade
In February 2024, global trade surged by a robust 1.2% compared to the previous month. Germany's foreign trade appears subdued, while many European neighboring countries can catch up.
Global Trade Tracker ( PDF, 211 kB )April 18, 2024
China and the US fuel Global Trade
In February 2024, global trade surged by a robust 1.2% compared to the previous month. Germany's foreign trade appears subdued, while many European neighboring countries can catch up.
Global Trade Tracker ( PDF, 211 kB )April 18, 2024
China and the US fuel Global Trade
In February 2024, global trade surged by a robust 1.2% compared to the previous month. Germany's foreign trade appears subdued, while many European neighboring countries can catch up.
Global Trade Tracker ( PDF, 211 kB )April 12, 2024
A Promising Start to the Year
China will probably start the year at 1.3% QoQ in the first quarter, boosted by a recovering industrial sector. We expect growth of 4.4% in 2024. Restrained by structural problems, we see growth of only 3.6% in 2025.
China Quarterly ( PDF, 691 kB )