Economic growth and corporate insolvencies normally track each other closely in the Euro Area. In 2020 no longer. As @MESandbu asks: how long can this last?
ft.com/content/f8396e…
Another worry from @ecb FSR I discussed for @socialeurope
socialeurope.eu/light-in-the-t… https://t.co/Hq1TqLHRh3
Fancy a quick MLK day seminar on China 2020? Read @S_Rabinovitch and @michaelxpettis threads back to back. twitter.com/S_Rabinovitch/…
Laschet is not Merz -> better fit than a Black-Green coalition. BUT he is not Roettgen either -> Laschet’s middle of road business-CDU approach to
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