6 ordspråk av Marco Kramer

Marco Kramer

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This is the biggest surprise in the data and capital goods are a good indicator of future investment spending.

This is a modest improvement, but we expect bigger improvements in the months ahead, as the labor market usually lags the economic cycle.

It looks like GDP growth forecast risks might be on the upside.

It seems in a way that [Duisenberg] would have liked to hike already, but that he couldn't find a consensus in the council. He had very strong points that rates can only go in one direction. He cannot be clearer on that. Our view is that the Bank will move on March 30.

The bottom line is that France seems to have run through a metamorphosis from a euro-zone driver to a growth laggard. Those who revised up their euro zone GDP growth outlook for this year on the back of strong German survey data might now be forced to take the much less upbeat French growth picture also into account.

The bottom line is that France seems to have run through a metamorphosis from a euro zone driver to a growth laggard. Those who revised up their euro zone GDP growth outlook for this year on the back of strong German survey data might now be forced to take the much less upbeat French growth picture also into account.

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