Market Commentary: Falling energy prices, rising incomes
Dieter Wermuth, Economist and Partner at Wermuth Asset Management Just as the sharp increase of energy prices last year had caused a reduction of real
Dieter Wermuth, Economist and Partner at Wermuth Asset Management Just as the sharp increase of energy prices last year had caused a reduction of real
Dieter Wermuth, Economist and Partner at Wermuth Asset Management According to calculations and surveys by the government’s Nuremberg Institute of Labor Market Research there were
Dieter Wermuth, Economist and Partner at Wermuth Asset Management One thing I am certain of: European money market rates will not fall again by more
Dieter Wermuth, Economist and Partner at Wermuth Asset Management As of the end of November, support promises by governments and international organizations for Ukraine’s defense
Dieter Wermuth, Economist and Partner at Wermuth Asset Management As gas prices – as well as electricity prices, which are driven by them – have
Dieter Wermuth, Economist and Partner at Wermuth Asset Management Fifty years ago, four MIT scientists had published a book called “Limits to Growth” where they
Dieter Wermuth, Economist and Partner at Wermuth Asset Management Decision making is not easy at the ECB these days. The central bank lacks a reliable
Dieter Wermuth, Economist and Partner at Wermuth Asset Management For years we have been told that not only the German, but the European population as
Dieter Wermuth, Economist and Partner at Wermuth Asset Management Since April 2020 Germany’s terms of trade have been a free fall. This is the ratio
Dieter Wermuth, Economist and Partner at Wermuth Asset Management Last week I had argued that European inflation rates would soon come down significantly – a
Dieter Wermuth, Economist and Partner at Wermuth Asset Management Analysts largely agree that European consumer price inflation rates are about to fall sometime soon, from
Dieter Wermuth, Economist and Partner at Wermuth Asset Management While consumers, businesses and other buyers pay record prices for electricity these days, the cost of
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