Oliver Rakau

Recent Posts

The ECB took significant steps to tighten its highly accommodative policy stance over the course of 2022 on the back of upwardly revised growth...

The easing of the severe supply-chain bottlenecks that brought the eurozone’s industrial recovery to a standstill in early 2021 will be gradual,...

It appears to be a forgone conclusion that the ECB council will agree to end its Pandemic Emergency Purchase Programme (PEPP) at its upcoming...

The SPD, FDP and Green party have struck a deal to form the next German government, which should be in power by early-December. A first reading of...

We see little evidence that the outlook for underlying inflation in the eurozone is much changed from a few months ago. In fact, there’s a high...

We don’t expect any policy changes to emerge from the October ECB meeting as key policy decisions are closely tied to updated macroeconomic...

The surge in European gas and electricity prices over recent months pushed energy prices to an all-time high in August, amplifying a pickup in...

The federal election has seen a further fragmentation of the vote, which has left Germany with an inconclusive result. A protracted government...

Recent political shifts have increased the odds of Germany loosening its tight national fiscal rules after the September elections, which could be...

The race to succeed long-term Chancellor Merkel and lead Europe’s largest economy is wide open. But we think Germany will continue its reactive,...