Category Archives: Germany

Deutsche Bank, Again

Whenever we see markets tanking as they have been for the past few days with the Dow down almost 1,000 points (3.7 percent) since Friday’s close, we think counterparty risk may be spooking traders and investors.   We suspect, and we … Continue reading

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How voters in Germany turned against Angela Merkel – FT

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As Everyone Looks Right, Germany Is Swinging Left

This is stunning and a shocker. The support for Germany’s Green Party has doubled since the beginning of the year, while the right-wing Alternative for Germany (AfD), after peaking in the summer, is right back where it was.   The AfD, … Continue reading

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Auf Wiedersehen, Angela?

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German 10-year At 47 bps As Inflation Prints 2.3 Percent

Really efficient markets, no?   The Germans  ECB loves a real 10-year negative carry. This is absurd and tantamount to confiscating the savings of hard working Germans.  Only going to add to the country’s already rising political tensions. As Holger notes, … Continue reading

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German Crisis Escalates: Merkel Government In Trouble

DEFINITELY NOT PRICED! Horst Seehofer, the German interior minister, has set Angela Merkel an ultimatum, saying he would resign unless the chancellor acceded to his demands for tougher controls on the German border. …That could lead to the collapse of Ms … Continue reading

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Two Weeks And Counting For Angela Merkel

Coalition gives her two weeks to find European deal… READ MORE : http://www.euronews.com/2018/06/18/me…

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TOTD: Derivatives Per Capita

Deutsche Bank has lost 80% of its value in five years. Fortunately, it is a regional bank–focusing on the orb we call Earth–and only have $50 trillion in derivatives–$50,000 for every man, woman, and child on that orb. No problem: … Continue reading

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The Bund With A Draghi Tattoo

The consequences for global markets of an end to ECB QE will be much bigger than those associated with the end of the Fed’s QE –  Guillermo Tolosa, Oxford Economics Huge ECB meeting on Thursday.   Will Mario Draghi announce a path to normalize monetary … Continue reading

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