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?
Another worry from @ecb FSR I discussed for @socialeurope
@BJMbraun So … not the UK?
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