Person

Felix Schmidt

Senior economist, Berenberg

2 articles · 31 March 2026 to 5 August 2026

What we have reported

Noted that German firms have adapted by stockpiling and shifting freight to rail and road, but said freight rates are going through the roof, adding to inflation pressure.
Forecasts eurozone inflation peaking above 3% and potentially exceeding 4% if the Iran conflict escalates further.

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2 of 2 in the archive

Business

Rhine hits 150-year low as drought forces Romanian navy to blast Danube riverbed

Water levels at the Kaub gauge fell to 24 centimetres, the lowest since records began in 1880, threatening nuclear cooling, hydropower and inland shipping across central and eastern Europe.

Tomás Lindqvist5 August 20267 min read

Europe

Eurozone inflation jumps to 2.5% as Iran war drives energy costs higher

March data shows the sharpest annual price rise in over a year, forcing the ECB to weigh rate hikes against an economy already strained by expensive energy.

Clara Devereux31 March 20266 min read

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