Dieter Wermuth, Economist and Partner at Wermuth Asset Management Going by the speed and size of policy rate hikes or by the decline of M3

Dieter Wermuth, Economist and Partner at Wermuth Asset Management Last week I had shown that there has been, contrary to people’s perceptions, a reduction of

Dieter Wermuth, Economist and Partner at Wermuth Asset Management One popular assumption is wrong, especially in the case of Germany: that economic growth requires the

Dieter Wermuth, Economist and Partner at Wermuth Asset Management It looks as though the government’s proposed heating law which aims at a significant reduction of

Dieter Wermuth, Economist and Partner at Wermuth Asset Management One thing is certain: according to the calculations of the International Monetary Fund, based on purchasing

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