FlowBank

1087 days ago

Germany's wholesale price on the rise

Wholesale prices in Germany went up 4.4% year over year since March, which is almost double the increase expected. While this may be a sign of inflation, it does not seem to be of any excess if we look at the decreases of last year. 

#Macro
Germany's wholesale price on the rise

1088 days ago

Global food prices keep rising

The wholesale price of food initially fell during the pandemic, but it was swift to get back on the rising trend. Food today is on average 18.5% pricier than the 2014-2016 average. The overall price is partly being driven by the rising price of palm oil and cereals. 

#Commodities #Macro
Global food prices keep rising

1088 days ago

Trading rates sensitivity with short duration stocks has created alpha

The strong focus on inflation as well as governemnt debt issuance has pushed up bond yields and any stocks senstive to interest rates this year.

#Stocks #Macro
Trading rates sensitivity with short duration stocks has created alpha

1089 days ago

US Trade deficit hit a new record in February as the US economy heats up.

The vicious circle is still alive: US Treasury borrows record amounts of money, the FED prints it, and US consumers spend this money on Amazon to buy Chinese products.

#Macro
US Trade balance as a % of GDP

1091 days ago

Signs of recovery: the world trade is now above pre-Covid levels

Source: Jeroen Blokland, CPB Netherlands Bureau for Economic Policy Analysis

#Macro
Signs of recovery: the world trade is now above pre-Covid levels
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