Dieter Wermuth, Economist and Partner at Wermuth Asset Management For several reasons, euro area final demand for goods and services has weakened recently: (1) real

Dieter Wermuth, Economist and Partner at Wermuth Asset Management Last weekend, public sector labor unions and representatives of federal and local governments have finally struck

Dieter Wermuth, Economist and Partner at Wermuth Asset Management Yesterday, we got Germany’s producer prices for March: they declined no less than 2.6% m/m –

Dieter Wermuth, Economist and Partner at Wermuth Asset Management How can we avoid that the earth continues to heat up? So far the answer consists

Dieter Wermuth, Economist and Partner at Wermuth Asset Management A few weeks ago the eighth edition of Charles Kindleberger’s classic “Manias, Panics and Crashes” has

Dieter Wermuth, Economist and Partner at Wermuth Asset Management If I’m right about the underlying message of Christine Lagarde at last Thursday’s press conference the

Dieter Wermuth, Economist and Partner at Wermuth Asset Management When China’s statistical office recently reported that the country’s population had declined by almost one million

Dieter Wermuth, Economist and Partner at Wermuth Asset Management The longer the Ukraine war lasts the stronger the effects on the world economy. The war

Dieter Wermuth, Economist and Partner at Wermuth Asset Management After the FED and the ECB had begun to raise policy rates in big steps last

Dieter Wermuth, Economist and Partner at Wermuth Asset Management Hard to believe: as the International Energy Agency (IEA) has just reported, global subsidies of fossil

Dieter Wermuth, Economist and Partner at Wermuth Asset Management Since March 2022 the Federal Funds Rate, America’s policy rate, has moved from its low of