Stefan Bielmeier
Stefan Bielmeier
april direction effect good opposite weather
The weather wasn't very good in March. That's a distortion and a short-term effect that'll go in the opposite direction in April or May.
agreement entails euro expected german germany good interest less lower news package percent raise reason rise standards total zone
The agreement is lower than expected and it's good news for Germany and for the euro zone because the ECB will have one reason less to raise interest rates. The whole package entails a total rise of 5.1 percent over 24 months, so for German standards that is a really good agreement.
coalition concluded expect government grand period power short stay
Even if the negotiations on a grand coalition are successfully concluded ... we expect this government will stay in power for only a short period of time.
boon doubt german optimism proving recovery trade
Accelerating world trade is proving a boon to German exports. The recovery is broadening; no doubt the optimism is warranted.
coming economic numbers signals stronger
The numbers are very positive, as they are much stronger than expected. It signals an economic upturn in the coming quarters.
applies companies consumers energy expect feeling german pressure prices retreat second somewhat start
German companies will start feeling the pressure on their margins. It was a long winter, consumers used more energy and the same applies to companies. We expect energy prices to retreat somewhat in the second quarter.