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10 May 2024

German business model was based on:

1. Cheap energy from Russia; 2 Cheap subcontractors in Eastern Europe; 3. Steadily growing exports to China. All three are gone by now Source: Michel A.Arouet, Bloomberg

18 Mar 2024

Everyone is aware of German deindustrialization by now, unfortunately industrial production in other major European countries is not looking much better.

Source: Michel A.Arouet, skhanniche

8 Feb 2024

Europe deindustrialization continues

German industrial production fell for 7th consecutive month in December, the longest decline in the history of the data series. The 1.6% MoM decline came as a huge downside surprise. Source: Bloomberg, HolgerZ

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