Chief Economist Netherlands at ING Bank. Loves cycling, football and Eurozone macro, not necessarily in that order.
Joined September 2012
- Tweets 4,596
- Following 1,500
- Followers 1,916
- Likes 2,998
777 Photos and videos
Bert Colijn retweeted
21 Feb 2025
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…
1
3
1,400
2 Dec 2024
Eurozone unemployment is not yet budging despite sluggish economic performance and high wage growth.
think.ing.com/snaps/eurozone…
3
1
1
1,548
22 Nov 2024
The composite PMI dropped from 50 to 48.1, once more stressing growth concerns. But GDP data actually came in better than expected recently. Now the ECB has to figure out whether this is the PMI crying wolf or whether it should take this signal seriously, we think it’s the latter
1
3
492
31 Oct 2024
Nederlandse inflatie steeg in oktober weer iets, van 3,5 naar 3,6% terwijl de ECB juist de rente versneld aan het verlagen is. Lees meer hieronder:
ing.nl/zakelijk/economie/ned…
3
341
30 Oct 2024
Some more thoughts on the better than expected Eurozone GDP figures here!
30 Oct 2024
Eurozone GDP data might be looking a little brighter this morning, but we're still not convinced of a meaningful recovery for the region just yet.
Here's why, from @BertColijn
think.ing.com/snaps/eurozone…
3
378
30 Oct 2024
Eurozone GDP accelerated big time (for European standards) in 3Q. In part thanks to one-offs like the Olympics in France and 0.1ppt was due to Ireland. Still, no sign of deceleration underlying here despite PMI misery. But that brings no guarantee for quarters ahead.
1
1
475
24 Oct 2024
Another weak PMI, which looks worse under the hood than in the headline figure (up from 49.6 to 49.7). Services - the engine of eurozone growth - weakened as new orders worsen and businesses reduce headcount. Read more here: think.ing.com/snaps/eurozone…
2
237
@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
1
182
23 Sep 2024
As the Olympic flame extinguished, so did eurozone optimism. The August uptick in the PMI was met by a sharp decline in September. The PMI now stands at 48.9, which indicates contraction according to the survey. This further fuels growth concerns in the bloc.
1
1
3
466
23 Sep 2024
Some more thoughts on the dismal eurozone PMI from this morning:
think.ing.com/snaps/eurozone…
169
Bert Colijn retweeted
15 Sep 2024
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.
14 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
5
5
59
11,842
13 Sep 2024
Well, this is what Mario Draghi was talking about. Eurozone production once again fell in July, which means that the declining trend in production that started in September 2022 continues. More thoughts here: think.ing.com/snaps/eurozone…
140
13 Sep 2024
De keek op de week gaat deze keer over het rapport van Draghi en waarom Nederland daar beter naar moet kijken dan deze week gedaan is. En ook over de ECB natuurlijk.
ing.nl/zakelijk/economie/ned…
1
142
Bert Colijn retweeted
12 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".
2
2
2
3,132
6 Sep 2024
Profit growth in the eurozone has dipped further in Q2 and points (with some delay) to sharply declining total compensation growth in the economy. That happens through lower wage growth, lower employment or both. In any case, dovish for the ECB.
2
3
378
6 Sep 2024
Average hours worked in the eurozone is flatlining well below the pre-pandemic average. This adds to labour shortages while the economy underwhelms.
211
5 Sep 2024
Q3 data for the eurozone continues to point to sluggish domestic demand. Bad for GDP, good for people looking for ECB rate cuts.
think.ing.com/snaps/eurozone…
1
158
30 Aug 2024
Fun fact: if you measure both according to the European definition, US inflation has been lower than eurozone inflation since August 2022.
1
237
30 Aug 2024
Some thoughts on the drop in eurozone inflation to 2.2% here:
think.ing.com/snaps/eurozone…
156