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Article tags:
  • Macro economy

What Trump’s latest tariff threats may mean for Europe

As the US approaches key deadlines, the news flow is likely to switch over the coming weeks back to tariffs. We explore what the latest threats mean for the eurozone and Dutch economies. While the situation is fluid, we judge that the risk of stagnation – or even recession – has moved higher.

Bill DivineyAggie van Huisseling(+1)
Article tags:
  • Macro economy

German Elections - ‘GroKo’ likely amid further political fragmentation

Friedrich Merz of the Christian democratic CDU/CSU poised to be the next German chancellor – Yesterday, Germany voted in a crucial election impacting not only their economy and domestic policies but also European policy-making amid geopolitical tensions involving Ukraine, NATO, and potential US tariffs.

Jan-Paul van de KerkeBill Diviney(+1)
Article tags:
  • Macro economy

Eurozone PMIs: France in the doldrums as German recovery continues

The eurozone composite flash PMI held steady at 50.2 in February, against our and consensus expectations for a slight pickup. The driver of the disappointment was France, with the German PMI signalling a continued expansion.

Bill DivineyJan-Paul van de Kerke(+1)
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Group Economics writes on a daily basis about macro-economic developments. Our economists monitor interest rates, currency developments, financial markets and sustainability. We also follow the economies of the United States, the Eurozone and China closely.
Group Economics

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Based on research and data, Group Economics provides recommendations and forecasts regarding interest rates, markets and the global economy.

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Our children would rather see us frugal with climate than frugal with money

Sandra Phlippen

Chief Economist

Interest rates are the determinant factor in house prices, both in ups and downs

Philip Bokeloh

Sr. Economist Netherlands

A successful climate policy has a realistic view of critical metals

Georgette Boele

Senior FX & Precious Metals Strategist

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