Gernot Nerb
Gernot Nerb
cut good interest reasons
there are fundamentally good reasons to cut interest rates.
consumers picking spend starting turned
I think we can say we have turned the corner. Investments are picking up, and consumers are starting to spend money.
february improving january quarter reached sure
We still think a trough should be reached in the first quarter but to be sure we get a recovery, we should see expectations improving in January or February at the latest.