Bert Colijn (@BertColijn) header
Bert Colijn (@BertColijn) profile picture

Bert Colijn

@BertColijn

Chief Economist Netherlands at ING Bank. Loves cycling, football and Eurozone macro, not necessarily in that order.

 Amsterdam, Nederland
Joined September 2012
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Photo by Bert Colijn (@BertColijn)Photo by Bert Colijn (@BertColijn)Photo by Bert Colijn (@BertColijn)Photo by Bert Colijn (@BertColijn)Photo by Bert Colijn (@BertColijn)Photo by Bert Colijn (@BertColijn)Photo by Bert Colijn (@BertColijn)Photo by Bert Colijn (@BertColijn)Photo by Bert Colijn (@BertColijn)Photo by Bert Colijn (@BertColijn)
Stock markets have become more upbeat about Europe recently - but improving sentiment is difficult to justify looking at the short-term outlook illustrated by this morning's PMI, writes @BertColijn think.ing.com/snaps/eurozone…
Eurozone PMI shows little relief from stagnation just yet

Eurozone PMI shows little relief from stagnation just yet

Improving sentiment is difficult to justify looking at the eurozone's short-term outlook

think.ing.com
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Bert Colijn retweeted
AFME (@AFME_EU) profile picture
AFME@AFME_EU22 Oct 2024
Replying to @BertColijn
@BertColijn, @ING_news's Chief Economist of The Netherlands, gave a macro economic update in his keynote at AFME's European High Yield and Private Debt Forum #EHYPD2024
Image from AFME (@AFME_EU)
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To be clear, Draghi’s musings of joint debt apply to less than EUR100 (for common goods investments) out of the identified 850bn in total investment, which in turn is wrapped up in 400 pages of solid analysis and sounds recommendation.
Robin Brooks (@robin_j_brooks) profile pictureRobin Brooks
@robin_j_brooks14 Sep 2024
The Draghi Report 1. Europe is falling behind 2. We need to invest to stop this 3. For that we need joint debt issuance 4. This is just more of the same in Europe 5. The South tries to grab Northern fiscal space 6. Instead of finally bringing its own debt down 7. Not good enough
Image from Robin Brooks (@robin_j_brooks)
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Bert Colijn retweeted
NPO Radio 1 (@NPORadio1) profile picture
NPO Radio 1
@NPORadio112 Sep 2024
De ECB besloot vandaag de rente weer te verlagen. Grote zorg bij de ECB is de grote stijging van lonen, zegt @BertColijn in Geld of je Leven. "Als lonen sterk blijven stijgen dan zien bedrijven hun grootste kostenpost stijgen en dan moeten de prijzen weer omhoog".
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A small zoom to Utrecht, the only town who have hosted all the three grand tours until now. If Vuelta 2025 will start from Italy as it seems, Torino will be the next.
Image from La Flamme Rouge (@laflammerouge16)
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Eurozone wage growth slows - and manufacturing is in a crisis that the Olympic sugar rush can't conceal. From @cgboffa6 and @JohannaTreeck Sharp slowdown in wage growth boosts ECB rate cut hopes politico.eu/article/big-slow… thanks to @BertColijn and @fwred #ECB #PMI

Sharp slowdown in wage growth boosts ECB rate cut hopes

Olympic boost can’t cover up the ongoing crisis in eurozone manufacturing.

politico.eu
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Aside from the jump in French services, today’s composite PMI doesn't provide much hope of any pickup in growth across the eurozone. The underlying data is likely still weak enough for another ECB cut next month, notes @BertColijn think.ing.com/snaps/eurozone…
Eurozone PMI picks up in August amid Olympics boost

Eurozone PMI picks up in August amid Olympics boost

We're remaining cautious on eurozone growth for now despite August's PMI jump

think.ing.com
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One of history's stranger monetary experiments... In 1922, the Greek government forced everyone to cut their banknotes in half. The left side could be used as currency at 50% face value, while the right side turned into a bond. via george.vassilopoulos.info/gr…
Image from John Paul Koning (@jp_koning)
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🇪🇺 We're hearing more about the link between immigration and inflation. Our @Carstenbrzeski and @bertcolijn look at the effects in the eurozone think.ing.com/articles/the-i…

Our first take on the impact of immigration on eurozone inflation

The jury's still out on the overall impact from immigration on inflation in the eurozone

think.ing.com
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The eurozone PMI in June suggests that growth in the second quarter may be slower than initially expected, writes @bertcolijn think.ing.com/snaps/eurozone…
Eurozone recovery gets reality check in June

Eurozone recovery gets reality check in June

The lower PMI in June suggests that growth in 2Q may be slower than initially expected.

think.ing.com
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The just-announced start of Excessive Deficit Procedures for both eurozone and non-eurozone countries serves as a political warning shot - and signals that the days of unlimited fiscal stimulus are over, note @carstenbrzeski and @BertColijn think.ing.com/articles/retur…
The eurozone returns to fiscal prudency

The eurozone returns to fiscal prudency

The start of Excessive Deficit Procedures brings back fiscal discipline in the eurozone and will test political cohesion in the monetary union

think.ing.com
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Bert Colijn retweeted
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NPO Radio 1
@NPORadio116 Apr 2024
Morgen verschijnt er een rapport waar economen en politici in heel Europa reikhalzend naar hebben uitgekeken. Waarom? @BertColijn legt het uit in Geld of je Leven. 🎧plinkhq.com/i/1532231222
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Dennis Bergkamp was the definition of technically gifted
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Outperformance by the likes of Italy and Greece contrasts sharply with Germany and others. Our research on a two-speed Europe picked up by the FT this morning. By @carstenbrzeski and @bertcolijn think.ing.com/articles/how-e…
How northern Europe quietly lost its labour competitiveness

How northern Europe quietly lost its labour competitiveness

The export powerhouses of the north have been outpaced in recent years

think.ing.com
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Bert Colijn retweeted
NPO Radio 1 (@NPORadio1) profile picture
NPO Radio 1
@NPORadio121 Mar 2024
Uit ING-onderzoek blijkt dat de Nederlandse concurrentiepositie verslechtert, terwijl de Zuid-Europese landen een inhaalslag maken. ‘We moeten kijken hoe we productiever kunnen zijn. Als dat lukt, kun je de lonen weer laten stijgen,’ zegt econoom @BertColijn in #GeldofjeLeven.
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Op weg naar @BNR voor de wekelijkse Economenpanel bij @thomasvanzijl . Altijd leuk maar vandaag net iets meer want met niemand minder dan the one and only @BertColijn ! Luistert u zo, vanaf ca. 11:15?
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Blik van beleggers nu volledig gericht op renteverlagingen. fd.nl/financiele-markten/149… #FD #Monetair
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🔴EU Commission just proposed a 12-month prolongation of the emergency measures adopted in 2022 during the energy crisis, including gas price cap🔴 energy.ec.europa.eu/news/com…
Image from Anna Hubert 🇪🇺 (@AnnaHbrt)
Image from Anna Hubert 🇪🇺 (@AnnaHbrt)
Image from Anna Hubert 🇪🇺 (@AnnaHbrt)
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Eurozone bank lending continues to weaken as the economy adjusts to higher rates, and a North-South divide is opening up, writes @bertcolijn think.ing.com/snaps/eurozone…
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Wages in the eurozone will likely peak before the middle of next year as inflation slows, the job market cools and corporate revenues disappoint. This should open the door to earlier ECB rate cuts, write @bertcolijn and @carstenbrzeski think.ing.com/articles/euroz…
Eurozone wage growth is set to peak soon

Eurozone wage growth is set to peak soon

Slowing inflation, a cooling labour market, and lower expected corporate revenues make a peak in wage growth before the middle of next year likely

think.ing.com
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