Cedric Gemehl
Europe Analyst
After graduating with a degree in social sciences from the University of Paris Dauphine, Cedric studied economics at the Goethe University in Frankfurt. Cedric returned to Paris Dauphine, where he obtained an MSc in international economics. After interning at OECD, Cedric joined Gavekal Research in 2014 as an analyst focusing on European economies and financial markets. He speaks French, English and German, and drinks both French wines and German beers.
For Cedric's article archive click here.
The Daily
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Gavekal Research
November 11, 2019
Europe's Political Paralysis
With the Spanish general election unlikely to produce a proper government, the country looks increasingly ungovernable. For an economy that weathered the financial crisis intact but has chronic productivity problems, this is a worry.
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Gavekal Research
October 24, 2019
Draghi's Potent Legacy
Mario Draghi threw the cat among the pigeons at last month’s fiery policy meeting of the European Central Bank by cutting interest rates and cranking up asset purchases.
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Gavekal Research
October 18, 2019
Europe's Brexit Booster
Boris Johnson has secured a revised Brexit deal and the stage is set for a key Saturday vote in the House of Commons. On balance, there is a 70% chance of the vote passing as Labour leader Jeremy Corbyn seems unable to control his Brexit-supporting rebels, while Johnson looks to have persuaded his Brexiteer wing that it could be now or never.
Ideas
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Gavekal Research
July 11, 2019
France's Industrial Resilience
France is bucking the downturn in European—and global—industry. In May, French industrial production confounded expectations by rising an impressive 4% year-on-year. And crucially, French industry is creating jobs again after a brutal 17-year contraction. Cedric examines the reasons for France’s industrial health.
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Gavekal Research
July 3, 2019
An Asymmetric Opportunity In BTPs
The yield on 10-year BTPs has fallen below 2% for the first time since Italy’s populist government took office, yet investors continue to demand high premiums to hold Italian debt.
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Gavekal Research
May 21, 2019
Everything You Wanted To Know About EU Politics
This week EU voters will elect representatives to a legislature that has often been dubbed a snooze fest. That has changed as populist-nationalist parties challenge the established organs of government.