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13.08.2019 - Macroeconomics

The green reallocation

by Agnieszka Gehringer

Policymakers have plunged into climate actionism and set ever stricter climate goals. This can have unintended social and economic consequences.

24.07.2019 - Interest rates

Surprise potential in the summer slump

by Agnieszka Gehringer

The upcoming monetary policy decisions of both the ECB and the Fed therefore have the potential to surprise the market.

26.06.2019 - Macroeconomics

US-China trade war: Collateral damage

by Agnieszka Gehringer

Direct effects of the trade war are contained. More serious is the collateral damage on confidence.

14.06.2019 - Macroeconomics

La négligence parfaite

by Agnieszka Gehringer

Worsening French fundamentals should bring France more in line with Italy. Accordingly, some convergence between the French and Italian government bond yields may be justified.

11.06.2019 - Macroeconomics

Make a wish come true – On the value of economic forecasts

by Agnieszka Gehringer, Kai Lehmann

Inaccurate economic forecasts have deeper reasons than just uncertainty about the future. However, the incentives for this are quite different for companies on the one hand and for macro experts on the other.

16.04.2019 - Macroeconomics

The ghost of the European doom loop

by Agnieszka Gehringer

The stocks of sovereign debt held by banks especially in countries with vulnerable public finances and weaker banking systems have increased of late. Either could a further deterioration of public finances cause a banking crisis or growing problems i ...

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