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 24, 2021
Germany’s Changing Political Colors
Questioned by opinion pollsters, most Germans say the campaign ahead of the country’s September 26 federal election is dull. Yet those same opinion polls now point to the most wide-open election race in recent history.
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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.
Ideas
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Gavekal Research
October 27, 2021
The EU’s Ambitious Roadmap To Net Zero
Europe has by far the most ambitious decarbonization program among major regions, targeting net zero greenhouse gas emissions by 2050 and a -55% reduction from the 1990 level by the end of this decade.
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Gavekal Research
September 24, 2021
After The German Election
The results of this Sunday’s German federal election are unlikely to generate any shocks when markets reopen on Monday. Nonetheless, the precise colors of the coalition that eventually emerges will matter a great deal to investors.
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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.