Schlagwort: fintech
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Macro Bite: The Economies of the United States and Europe in Long-term Comparison

Europe is currently struggling to keep pace with other regions in terms of economic performance and innovation. Nevertheless, it is exaggerated to speak of a decline of Europe. The figures look less dramatic than is sometimes suggested.
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Here is what our network liked (selection): The new causal macroeconomics of surveys and experiments, the euro and its history, the IMF World Economic Outlook, and much more…

The new causal macroeconomics of surveys and experiments
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Macro Bite: Economic Performance Since the Pandemic

I think it’s once again time to take a closer look at economic developments since the beginning of the pandemic. Which countries have recovered quickly in terms of gross domestic product (GDP) growth? Which are in crisis?
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Here is what our network liked (selection): Measuring geopolitical fragmentation, tariffs as cost-push shocks, China’s economic transition, and much more…

Central Banks and the End of Stability
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Macro Bite: Value Added and Industrial Production

Industrial production in Germany has declined quite significantly. This is naturally not a cause for celebration. However, the situation of industry is still not as dire as portrayed in these charts. This is because industrial value added – that is, what actually generates value and leads to income – has remained roughly constant in Germany…
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Here is what our network liked (selection): Inflation attention, optimal tariffs with geopolitical alignment, and much more…

In the United States, there are now initial signs that tariffs affect inflation.
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Here is what our network liked (selection): Tariffs, the FOMC’s monetary policy strategy, household inflation expectations, and much more…

Will the United States enter a recession?
