Our main engine (Germany) is losing power, how much can Euro Area possibly grow in 2015-2016 ? Maybe official expectations are still too positive (as they were in 2014, 2013, 2012, 2011, 2010, 2009, 2008,…
European governments are lucky, they have a good example of what happens when an economy enters a deflation “moment” (can we call 15 years a “moment” ?) after a heavy economic crisis, why isn’t anyone…
When inflation expectations keep on moving lower, you cannot simply expect an economy to easily get better: long-term inflation should really worry everybody (original publishing date: 08/27/14) Try to forget, for a short moment, that…
Recovery for the EU is just not happening: just a quick glance at the latest data on the construction sector would be really, really depressing for anyone What Brussels needs to understand is that whatever…
With an annual inflation equal to 0,1%, the doors to deflation for Italy are now wide open, the Japanization of European economy is now closer Based on our calculation, we expected Italy to enter deflation…
Europe is not ready for anything like the Fiscal Compact, the latest data from Eurostat are a solid evidence to this theory, will we really see the “true” austerity take over Europe or will Fiscal…
Just like every quarter, analyst at Société Générale have published their report on black/white swans for financial markets, it’s always interesting to take a look at the positive and negative risks we may have to…
As Raoul Ruparel states from Forbes, the bond market in peripheral Europe is acting in a completely disconnected way compared to the trend of real economy, how big is this problem going to be for…
Using IMF data, we can easily understand how the ongoing economic crisis in Europe is destroying our continent: will the suffering ever end ? And will we ever go back to the old days ?…
As bond yields hit record lows, unemployment throughout Euro Area is still a dramatic issue to solve: are we sure that Bruxells knows how to deal with the problem ? No, we aren’t. As ZeroHedge…