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
August 4, 2021
The European Rotation
As Europe returns towards something approaching normality, the eurozone is undergoing a rotation in economic leadership from goods to services. This rotation will go on through the second half of 2020.
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Gavekal Research
July 30, 2021
Breaking Down European Inflation
Two weeks ago, after US consumer price data for June showed inflation had climbed to a 13-year high of 5.4%, my colleague Tan Kai Xian examined the three main drivers of this year’s rise in US inflation: base effects, supply-side constraints and demand-pull factors.
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Gavekal Research
July 26, 2021
A Glass Less Full
The eurozone’s economy has continued to pick up in July, with the flash composite PMI released on Friday beating expectations to hit a 21-year high.
Ideas
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Gavekal Research
July 9, 2021
Bye-Bye Buba
The European Central Bank on Thursday jettisoned its longstanding inflation target of “below, but close to 2%” in favor of a symmetrical target centered around the 2% mark.
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Gavekal Research
June 22, 2021
Europe’s Battery Boom
A few years ago, European carmakers and auto parts firms raised white flags and ceded the market for electric vehicle batteries to mostly Asian competitors. Today, they are back in the fight.
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Gavekal Research
April 21, 2021
Covid’s Legacy Of Corporate Debt
Covid-19 will leave a legacy of debt—corporate as well as sovereign. An increase in borrowing has raised fears: both of a wave of job-destroying corporate bankruptcies if government support is withdrawn, and of the creation of a legion of zombie companies if it is not.