Adolf Rosenstock
Adolf Rosenstock
confidence depends due euro evident general germany high level picture relatively risks saw zone
The general picture in the euro zone is satisfying, but risks are more evident than what we saw in December. The relatively high level of the PMI is exclusively due to confidence in Germany and that confidence depends on exports.
inflation risks tackle time upside wanting
They've been wanting to tackle upside risks to inflation for a long time and now they're seizing the opportunity.
camps continuity difference less markets
The difference between the two camps is very limited, ... Markets want continuity. So continuity is more or less guaranteed.
minus negative number placed
I was placed for a negative number but minus 8 is a shocker.
couple cuts fed maybe next rates
If the U.S. Fed cuts rates soon, maybe in the next 72 hours, the next couple of days, the ECB will have to do the same.
looking outlook overall possible recession recovery
The outlook for recovery is fading. We are looking at another possible recession in manufacturing which would not bode well for the overall economy.