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🎢 Market Turbulence? These 20 Stocks Boast a Perfect Piotroski Score and 40%+ Upside
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Carsten Brzeski
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Carsten Brzeski's Comment & Analysis
A complete archive of Carsten Brzeski's articles, including current analysis & comment.
A complete archive of Carsten Brzeski's articles, including current analysis & comment.
ECB’s Next Move—How Higher Defence Spending Impacts Inflation and Growth
By Carsten Brzeski - Mar 19, 2025
As former European Central Bank president Mario Draghi once said: "In a dark room, you move with tiny steps. You don't run, but you do move." Recent events over the last few weeks have reminded us of...
How the European Union Could Counter US Tariffs
By Carsten Brzeski - Feb 12, 2025
With Trump ordering a 25% import tax on all steel and aluminium entering the US, trade tensions are inching closer to Europe. We take a closer look at how European policymakers could react. Spoiler...
Recent Developments in the Global Economy: US, China, Eurozone and more
By Carsten Brzeski - Jan 09, 2025
United States
Recent business surveys suggest that the clean election outcome has led companies that delayed investment and hiring due to election/regulatory uncertainty to start putting money to...
The latest UK government budget, which saw big tax rises but even bigger spending increases projected for 2025-26, has forced markets to rethink Bank of England expectations. Rates are expected to...
Europe’s Booming Labor Market Needs to Brace for Change
By Carsten Brzeski - Oct 17, 2024
The luxury of labour hoarding is coming to an end in the eurozone as corporate profits dwindle. And that’s going to mean wage growth will ease, unemployment will tick up and we’ll see more...
ECB Hikes Policy Rates by 25 BPS
By Carsten Brzeski - Jun 15, 2023
The European Central Bank continues its hiking cycle and shows no sign of pausing any time soon.One month ahead of the first anniversary of what has become the ECB’s most aggressive tightening...