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Carsten Brzeski

Think ING
  • Analysis & Comment

Carsten Brzeski's Comment & Analysis
A complete archive of Carsten Brzeski's articles, including current analysis & comment.

A sharp plunge in industrial production data suggests that the initial signs of an inventory cycle turn were mainly driven by US frontloading rather than a genuine cyclical recovery. Industrial...
There's so much unfinished business surrounding tariffs and the trade war. Luckily, Carsten Brzeski can make sense of where we are and what it means for the world right now. And read more of...
'Tariff' may be the most beautiful word in Donald Trump's dictionary. And while tariffs will continue to dominate headlines for the rest of the year, let me introduce my economic term of the summer:...
US President Donald Trump and European Commission President Ursula von der Leyen announce an agreement on a trade deal, bringing 15% tariffs on most European goods exported to the US The US and the...
With the June decision to cut the main policy interest rate to 2%, the ECB thought it was in a ‘good place’, hoping for some typical wait-and-see monetary policy over the coming months. We had also...
There'll be no relief from the summer heat and storms this summer, both actual and those originating from the White House Sitting in a stifling office or a packed train in the middle of a heatwave...
Starting at 12:01 AM EST on 9 July, reciprocal tariffs ranging from 11% to 50% will be reinstated unless formal trade agreements, such as the US/UK agreement, or high-level deals like the one between...
The just-released minutes of the European Central Bank's June meeting show that most ECB members were concerned about a possible inflation undershoot. Important to stress 'most', but certainly not...
At the press conference following the 25bp rate cut decision, European Central Bank President Christine Lagarde showed an increased sense of urgency in light of ongoing trade tensions and increased...
A US 20% reciprocal tariff on the European Union will hurt. It's worsened the eurozone's short-term outlook. Now, so much depends on European governments to push through with their planned fiscal...
 
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