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
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 )April 11, 2024
The resilience of the US economy
Despite higher interest rates and prices, the US economy is showing astonishing resilience. Government measures, high wage growth and geopolitical influences are playing a key role in this. However, behind the supposed stability lurk potential risks, particularly in the real estate sector and the upcoming elections.
Wochenbarometer (german) ( PDF, 807 kB )April 11, 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 )April 5, 2024
The resilience of the US economy
Despite higher interest rates and prices, the US economy is showing astonishing resilience. Government measures, high wage growth and geopolitical influences are playing a key role in this. However, behind the supposed stability lurk potential risks, particularly in the real estate sector and the upcoming elections.
Wochenbarometer (german) ( PDF, 807 kB )April 4, 2024
The resilience of the US economy
Despite higher interest rates and prices, the US economy is showing astonishing resilience. Government measures, high wage growth and geopolitical influences are playing a key role in this. However, behind the supposed stability lurk potential risks, particularly in the real estate sector and the upcoming elections.
Wochenbarometer (german) ( PDF, 807 kB )