German economy

Germany labour market

ifo Institute: Coronavirus Crisis Threatens Survival of 15 Percent of German Companies

The coronavirus crisis threatens the survival of 15 percent of German companies, according to their responses to the ifo Business Survey for November. “That’s an improvement over June, when the figure was 21 percent,” says Klaus Wohlrabe, Head of Surveys at ifo. “Nevertheless, 86 percent of travel agencies and tour operators currently feel threatened, as do 76 percent of hotels and 62 percent of restaurants.”


cash clunkers

Germany Could Propose Another “Cash For Clunkers” Programme To Alleviate The Damage To The Auto Sector

Santander Credit Research | The scrapping programme to remove older vehicles and replace them with new ones helped Germany’s economy to emerge quickly from the consequences of the financial crisis a decade ago. Senior managers in the automotive industry, as well as trade unions, are due to meet with the German chancellery in Berlin on May 5 to discuss ways of overcoming the economic crisis. And this programme may be on the table. 


MerkelScholz

Germany Considers Relaxing Fiscal Orthodoxy

Banca March | German Finance Minister Olaf Scholz is considering temporarily lifting the suspension of the country’s debt limit in what would be a major change in the fiscal policy of Europe’s leading econom.


Germany: what will happen with the German middle class

Germany: What will happen to the middle class

Lidia Conde (Frankfurt) | The fourth globalization now punishes the German middle class, which perceives how the revolution accelerates and introduces new elements such as the competence of Indian computer experts operating from home: they do not need to emigrate to work.



German equities performance

German Equities – What Else?

On January 23rd, Germany’s Dax jumped to a new record high. But after no more than eight trading days, the German benchmark index lost over 7%, wiping out all year-to-date gains. Deutsche Bank AM’s reaction is optimistic instead: Its preference of German equities is the healthy macroeconomic environment and state of German corporations. On a 2-year horizon, the Dax could even climb to 15,000 points.


Germany and Europe

European Fears of “Jamaica” Coalition Are Overblown

A three-party “Jamaica” coalition in Germany may not be so bad for Europe as observers fear. The real benefit for Europe would be German domestic policy. After four years of stasis under the grand coalition, the “Jamaica” parties could transform the German economy

 



France case scenario after elections

France Distances Itself From The Worst-Case Scenario, But Also From The Best-Case

A political risk scenario is not taking shape in Europe, but that doesn’t mean there are no problems. They are still there and in France they will rear their head under the concept of “cohabitation.” The new president of the French Republic, more than likely, will have to live with the National Assembly being dominated by the traditional parties.