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

Dieter Wermuth, Economist and Partner at Wermuth Asset Management In August, the US administration had passed its Inflation Reduction Act (IRA). It includes about $400bn

Dieter Wermuth, Economist and Partner at Wermuth Asset Management In the January edition of Wirtschaftsdienst, an economic policy magazine, Ferdinand Dudenhöffer and his colleague Helena

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