The awful news coming out of Germany

Yesterday, I highlighted Germany in terms of downside global economic risk. We are experiencing a manufacturing- and trade-led deceleration in global growth. Germany is the most prominent large Western economy leveraged to both.

Dreams of a Second Half Recovery

As I write this, Washington is fixated on the congressional testimony of Robert Mueller. My attention is elsewhere though. For me, it's the economy that matters. Over the past two weeks, we have had a "recession watch" on Real Vision,…

This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish. Accept Read More