Carsten Brzeski
Host at Carsten's Corner
Chief Economist ING Germany. Global Head Macro Research ING. CES Harvard. Mainly comments on the German and European economy. All views are, no doubt, my own.
Articles
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3 days ago |
think.ing.com | James Knightley |Carsten Brzeski |Chris Turner |James Smith
The Trump administration appears to be powering through on its promise to impose sweeping tariff measures despite recent court rulings contesting their legality, but the form they’re set to take remains deeply unclear. How these developments will feed through into the global economy is yet to be determined, but what we do know is that the uncertainty is taking a toll on consumer and business sentiment, fuelling market volatility, and complicating the work of central bankers.
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1 week ago |
fxstreet.com | Carsten Brzeski
We expect the European Central Bank to cut rates by 25bp next week, as the risk of inflation undershooting more than offsets economic resilience. When gossip and broader European topics get more attention than the upcoming rate decision, the European Central Bank has to be on the right track when it comes to fulfilling its mandate of price stability. This could, at least, be the conclusion we can draw from looking at this week’s main ECB events.
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1 week ago |
think.ing.com | James Smith |James Knightley |Carsten Brzeski |Peter Vanden Houte
Shaking it all about You put your whole tariff in, your whole tariff out. It's getting a bit like that, right? This week’s bombshell verdict from a New York Trade Court, ruling a large chunk of President Trump’s tariffs illegal, certainly opens the door to a whole range of new possibilities. Does this offer the Administration the political cover it quietly needs in order to de-escalate on tariffs and limit the economic fallout?
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1 week ago |
think.ing.com | Carsten Brzeski
The just-released flash estimate of German inflation for May brought some more relief for the European Central Bank as headline inflation remained unchanged at 2.1% year-on-year, while the European inflation measure dropped to 2.1% YoY from 2.2% YoY in April. Core inflation came down somewhat to 2.8% YoY, from 2.9% in April. It’s not a big move, but the process of gradual disinflation continues.
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1 week ago |
think.ing.com | Inga Fechner |Carsten Brzeski |Chris Turner
The ruling On 28 May, a US federal court, the Court of International Trade, delivered a landmark ruling that US President Donald Trump overstepped his authority by imposing tariffs under the International Emergency Economic Powers Act (IEEPA).
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RT @Monocle_Radio: The Briefing: @HopkoHanna discusses one of Russia’s largest-ever drone attacks on Ukraine and @carstenbrzeski unpacks wh…
Ok, so I finally watched the latest ‘Mission Impossible’ movie and to say it mildly: I was not impressed. What was maybe even worse were the previews of upcoming potential blockbusters. Superman, Training and taming dragons, Karate Kid, Naked Gun. Creativity where have you gone?
Morning horror at the gym: R.E.M. in a horrible dance mix. Please, don’t.
