“Fiscal [stimulus] changes the whole equation”.
Category: germany
German Industrial Production Crashes Most In A Decade, ‘Dooming’ Economy
That’s “pretty awful”.
‘This Could Trigger An Actual Recession’: Folks Are Getting Worried About Germany
“…at this point though, the manufacturing slowdown in the EZ is so real that it risks dragging Services with it”.
‘From Bad To Worse’: Yields Plunge To Record Lows As German Manufacturing Falls Off A Cliff
This “raises the risk of the euro area’s largest member state entering a mild technical recession”.
German Economy Gets More Bad News
Germany can’t catch a break.
You Could Scarcely Conjure A More Dramatic Setup: Full Week Ahead Preview
If you’re not excited, well, get excited.
That Anomalous German Jobless Print Is Somewhat Unnerving, No?
Apparently, some of this is down to a statistical change, but…
An ‘Exchange Of Letters’, A Succession Plan Gone Awry And The Familiar Paradox
As night follows day…
‘Stay Out Of Italy’: Market Sours On Italian Assets As Salvini’s Budget Broadside Adds Insult To Injury
“…outdated, old and imposed without any sense.”
‘NIRP Mania’ And A Record Streak Of Negative Data Surprises
More bond markets “gone mad”.
Things Aren’t Going Well In Germany…
Is it “always darkest before the dawn”?
Borderline: Full Week Ahead Preview
Bonds, borders and balderdash.
‘Feel The Market’.
Bullet dodge?
Don’t Use The ‘Ghost Of 2015’ As An Excuse To Enter Notorious Bund Widowmaker, Goldman Warns
“…the only all-weather EUR safe asset”.
Doom And Gloom.
Dour data and plunging bond yields.
Congrats, Germany: You Avoided A Recession
And that’s pretty much where the good news stops.
Why One Trader Is Putting On The Same Trade That Sank Bill Gross
“It’s nothing personal Bill.”
The Slowdown Cometh: Global Growth Outlook Suffers Another Body Blow In Deep EC Cuts
This was not digested particularly well.
From Germany To Down Under, Global Slowdown Narrative Finds Validation
There was some fresh fodder for the “global slowdown” narrative on Wednesday.
What Does The Worst Slump In German Industry Since 2009 Have To Do With Samsung?
Connect the dots, la, la, la.
‘Goldilocks’ Confirmed K.I.A. As Germany, Japan Economies Simultaneously Contract
The “synchronized global slowdown” narrative is gathering momentum.
End Of An Era: Analysts Weigh In On Angela Merkel
This is, frankly, an unfortunate development to the extent you view Merkel as the guardian of a Western democratic order that is under siege on a daily basis.
Angela Merkel Bombshell Shocks Europe, But Rallies In Banks, Autos Lead Stock Surge
“Shock and disbelief”.
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