Top Stories

Germany

Sunday's Italian election have left behind a complex scenario

In Europe 5th March 2018

Italian Election And German Deal: An Unstable Political Future vs Stability

Sunday’s Italian election have left behind a complex scenario and a lot of attention will be on the negotiations to form a government. In fact, Matteo Renzi has been the first domino to fall as he has decided to resign after his party’s negative results. But in Germany a political future is shaping up, after the Socialdemocrat Party gave the green light to the agreement with the conservatives of Christian Democrat leader Angela Merkel.

Germany's motor is greased

In Europe 2nd March 2018

Germany: The Motor Is Greased

In total, despite the big recession, the German economy has grown 26% so far this century and, even more importantly, 20% from the minimums of Q1’09. It is currently experiencing one of its best moments since the “V” exit from the big crisis.

German equities performance

In Europe, Markets 17th February 2018

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's fiscal policy

In Europe 12th December 2017

The Stagnation In Europe And Germany’s Leadership

Europe has been seriously hit by the outcome of the German elections. And it’s difficult for it not to suffer the consequences of being led by Germany. What is in doubt is whether in the next crisis, which could be fuelled by any of the underlying threats (Russia, immigrants, separatism etc) there will be sufficient common resources to deal with them.

German political crisis for Angela Merkel

In Europe 21st November 2017

Germany’s Political Crisis: Struggling Between New Elections Or A Minority Government

The collapse of Germany’s coalition talks should not affect the economy or financial markets given that market overcame the shock very quicky on Monday and all the European indexes as well as the US closed upwards. It was also noticeable that was precisely the German DAX the one that increased stronger. However, this political uncertainty in Germany is bad news for Europe as four different scenarios are going forward.

Germany and Europe

In Europe 2nd October 2017

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

 

Merkel gets most votes in German elections

In Europe 25th September 2017

German Elections Outcome To Have Limited Impact On Markets In Short-Term

Despite the elements of surprise in yesterday’s general elections in Germany, most analysts and economists believe the overall impact on the financial markets will be limited in the short and medium-term. But with the status quo of the Grand Coalition no longer available, there will now be a period of uncertainty.