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EU Sovereign Debt Crisis - The ECB Toolbox
The ECB will "do whatever it takes" in a Eurozone sovereign debt crisis, but not before spreads are much wider. QS maps the ECB tool box, from TPI and PEPP to OMT and the ESM, shows who authorises each tool, and explains why we stay short French and Spanish 10 yr bonds and the Eu…
Saxony-Anhalt Election: Bad for Bunds & Should Be for the Euro
Saxony-Anhalt Election: Bad for Bunds & Should Be for the Euro The AfD's landslide win in Saxony-Anhalt, at nearly 44% of the vote, marks a new stage in German politics: coalition strategies built to contain extremist parties are visibly failing, and Chancellor Merz's federal coa…
Odd Bins - some portfolio chnages of consequence!
Odd Bins - some portfolio chnages of consequence! Investment Conclusion. The long Yen Vs US$ position is being reinstated. The long/overweight German equity positions is being sold. Risk factors for equities global equities are rising, not falling even if the threat of a re…
Germany - The Winds of Change?
Germany Bundestag Elections. A victory for a Grand Coalition led by the CDU’s Friedrich Merz, made up of the major parties (CDU/CSU + SPD plus possibly FDP or Greens), which controls two thirds of the seats in Bundestag & Bundesrat, would open the door to dramatic reform in Ger…
Data Digest German and Japanese employment
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
Data Digest German unemployment and Eurozone money supply
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
ata Digest German unemployment rate
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
Data Digest German IFO business climate index
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
Data Digest German IFO business climate index
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
Data Digest German IFO and real GDP
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.