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12 Jul 2024

In Germany, the number of corporate insolvencies up by a third.

In April 2024, the local courts reported 1,906 corporate insolvencies. The courts put the creditors' claims from the corporate insolvencies reported in April 2024 at ~€11.4bn. In April 2023, the claims had totaled ~€1.3bn. Source: HolgerZ, Bloomberg

11 Jul 2024

A storytelling chart about Europe

thru Michael A. Arouet, FT

5 Jul 2024

Deindustrialization continues unabated in Germany.

Industrial production fell by 2.5% in May to a level last seen in 2010 - except for covid –, meaning industrial activity is unlikely to contribute to GDP growth in Q2. The consensus forecast was for a 0.1% increase in May. Production in industry, excluding energy & construction, dropped 2.9%, mainly driven by lower activity at car & machinery producers. Construction output decreased 3.3%, while energy production increased 2.6%. Source: Bloomberg, HolgerZ

5 Jul 2024

Energy demand in China has increased rapidly over the last few decades due to rising incomes and industrialization.

The country now uses about the same amount of energy per person as the European Union. You can see this in this chart, with new data from the Energy Institute’s Statistical Review of World Energy. This measure of primary energy is based on the substitution method, which tries to account for the inefficiencies of fossil fuels compared to renewables. Source: Our world in data (This Data Insight was written by @_HannahRitchie and Pablo Rosado.)

2 Jul 2024

Eurozone core inflation unexpectedly sticky: Headline CPI slows to +2.5% in June from 2.6% in May, in line w/forecasts

However, core inflation unchanged at 2.9% – a notch higher than forecasted. Experts had expected it to cool to 2.8%. Source: HolgerZ, Bloomberg

28 Jun 2024

France vs German 10 year spread keeps moving even higher...

Source: The Market Ear

27 Jun 2024

#french #elections: Former President François Hollande back to business?

Hollande is running for a seat in Parliament and Macron didn't put any candidate in front of him. In the (plausible) scenario of a hung parliament, Hollande could be chosen by Macron as Prime Minister of a unity government.

26 Jun 2024

Latest IFOP poll for lower-house snap election in France

This shows far-right way ahead (36% in blue) ahead of far left coalition (28.5% in red) while incumbent Macron's center-right party comes 3rd (21% in orange). It seems that far-right will at least win relative majority

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