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The Berlin Trilemma
Three Länder elections in three weeks, one uncomfortable trilemma. Saxony-Anhalt normalised the AfD, Mecklenburg-Vorpommern showed the SPD can still hold the line, and Berlin proved the populist vote has no fixed home — Berliners chose Die Linke, not the AfD. Chancellor Merz can'…
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…
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…
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.
German Election Update: An Economy Class Seat Instead of 1st Class to the Right Destination
A Midnight Update on the German Elections. ( sorry for typos etc. they will be righted in the report version) On balance this was an ok result. Not a dream ticket, But one that will begin to move Germany towards econimic revival. Among European equities Germany is…
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…
Germany - Green Power
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.
Germany - Thuringian Tremors
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.
German Election Results - A Different Tomorrow
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.
German Elections - The Currents Beneath The Surface
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.