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Deutschland Unter Allem
Deutschland Unter Allem The AfD victory wrecks Germany’s prospects of economic reforms and should destroy any vestiges of financial market optimism. That is a serious dough-nut hole in the core of Europe’s economic and political aspirations. And it calls into question the defence…
Germany - The Coalition is Signed! Here are the spending plans - bullish for growth and equities
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 for eq…
German Election - not 1st class but may get us there
We are staying long German equities, particularly defence, on the grounds that the election result will result in economic reform and state investment in key sectors like the military and productivity boosting mechanisms laid out in the Draghi and Letta reports.
Data Digest - Eurozone 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.