Oliver Rakau

Recent Posts

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,...

The upside risks to our above-consensus view on eurozone inflation in 2021 are rising. However, we think that this primarily reflects the odds of...

We have revised up our forecasts for eurozone private consumption, and now envisage spending increasing 3.1% in 2021 and by a staggering 7% in...

We expect eurozone business investment to stage a vigorous recovery this year, boosted by a rebound in sales as the economy reopens. Booming...

The ECB will ramp up its monthly asset purchases under the PEPP over the coming quarter using the QE program’s existing flexibility. The decision...

With January’s detailed inflation report showing that transitory factors causedmuch of the month’s surprisingly large rise, a partial retracement...

The response of Europe’s consumers to the end of the lockdowns will shape the recovery, for better or worse. Social distancing, constrained...

The ECB stayed put at its first meeting of 2021. The council saw developments as in line with its baseline expectations, judged the balance of...

The coronavirus crisis pushed eurozone inflation to a four-year low of 0.3% in 2020. We expect it to rise to 1.2% this year, but primarily due to...