Tag Archive: IFO

An Anti-Inflation Trio From Three Years Ago

2021-10-26

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2021-10-26

Do the similarities outweigh the differences? We better hope not. There is a lot about 2021 that is shaping up in the same way as 2018 had (with a splash of 2013 thrown in for disgust). Guaranteed inflation, interest rates have nowhere to go but up, and a certified rocking recovery restoring worldwide potential.

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Stagnation Never Looked So Good: A Peak Ahead

2020-03-21

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2020-03-21

Germany ZEW Financial Market Survey, 2006-2020
Forward-looking data is starting to trickle in. Germany has been a main area of interest for us right from the beginning, and by beginning I mean Euro$ #4 rather than just COVID-19. What has happened to the German economy has ended up happening everywhere else, a true bellwether especially manufacturing and industry.

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QE’s and Rate Cuts: Two Very Different Sets of Sentiment Drawn From Them

2019-11-17

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2019-11-17

IFO World Economic Climate Index, 2007-2019
The stock market’s dichotomy grows ever wider. On the one side, record high prices which are being set by the expectations of a trade deal plus renewed worldwide “stimulus.” Sure, officials everywhere were late to see the downturn coming, but they’ve since woken up and went to work.

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The Eurozone crisis between euro-morons and zombie-bankers

Meuron Zombie Rybinski


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Swiss and German Economic Indicators, Update November 1

2012-11-01

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2012-11-01

Swiss & German Economic Indicators, August 2012
Euro Crisis Has Affected Germany, Switzerland Still Immune    Most Recent Events The Swiss SVME PMI has risen from 43.9 to 46.1. This PMI  is dominated by machinery, metallurgical and electric equipment exporters organized in the Swissmem organization. As opposed to the chemical industry, they were not innovative enough to adapt to the stronger franc; but …

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Euro Crisis Has Affected Germany, Switzerland Still Immune

2012-10-26

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2012-10-26

Swiss & German Economic Indicators, August 2012
Swiss and German Economic Indicators, October 2012   Both Swiss and German economic indicators show continued signs of stability, but the German situation has become worse and might affect the Swiss. Especially low unemployment, rising real wages and strong trade balances are signs of robustness. Despite that, Germany’s industrial production is weaker than last year, …

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Economic Indicators: In Switzerland and Germany the Euro Crisis Seems to Be Far Away

2012-08-29

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2012-08-29

Swiss & German Economic Indicators, August 2012
 Swiss vs. German Economic Indicators, August 2012        Both Swiss and German economic indicators show continued signs of stability. Especially low unemployment, good retail sales and strong trade balances are signs of robustness. The German trade surplus has improved compared to last year, whereas the strong franc harmed the Swiss trade surplus just a bit. …

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Diskussion beim IFO-Institut: Die Schuldengemeinschaft und Generationengerechtigkeit

2012-07-15

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2012-07-15

Die Target-Falle: Gefahren für unser Geld und unsere Kinder
Die Aufklärung für den mündigen Bürger über ESM, Eurobonds, Schuldengemeinschaft und Generationengerechtigkeit. Nehmen Sie sich die Zeit und Sie können die kommende Politik Merkels und den weiteren Verlauf der Eurokrise voraussehen, möglicherweise sogar mit ihrem Investment .

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SNB meeting on March 15th, 2012: Pure Speculation that SNB raises floor, How to Trade it ?

2012-03-14

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2012-03-14

Between November 2011 and January 2012 mostly left-wing politicians and trade unions wanted the EUR/CHF floor to be risen to 1.30 or 1.40 and uttered their wishes regularly in the Swiss newspapers, triggering many FX traders to speculate on this hike. Recently these demands have become more silent even if some UBS analysts still see the floor to …

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Recent History of the Swiss franc, July 2009

2009-07-31

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2009-07-31

eur chf
A market view history of the EUR/CHF from the website ForexLive July 2009 EURCHF Offers 1.5250 Im hearing that EURCHF offers at 1.5250 are lined up ready to defend the level. There was an attempt to take it higher on Friday after the German IFO number but failed. 1.5250 is proving to be quite a level. … Continue reading »

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