Odd Bins 08.04.2025 - Some significant shifts in portfolio positions Investment Conclusion The long Yen Vs US$ position is being reinstated. The long/overweight German equity positions is being sold. Risk factors for global equities are rising, not falling e... Read More
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10 Apr 25
Germany - The Coalition is Signed! Here are the spending plans - bullish for growth and equities
#Europe (Germany#German Grand Coalition#German Stimulus#German Infrastructure & Defence Spending#EU Implications of German Defence Spending#German Infrastructure Spending#German Equities & Bunds
Germany Coalition (CDU/CSU + SPD) Agreed & Spending Plans. Positive for German equities. Bearish for long term Bunds (but not short term bunds). Marginally positive for the Euro. The German coalition agreement and the published spending plans are positive fo... Read More
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