Tag Archives: Germany

Party Like It’s 1999: U.S. – German 2-year Yield Divergence

What does this mean for capital flows?  Euro should weaken, but it ain’t! ECB timid and waaaay behind the curve. The policy divergence between the U.S. & Germany is widening. The gap between U.S. & German 2-year yields is at … Continue reading

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European bonds suffer from uncertainty – FT

Keep some powder dry to buy the French Dip.    That is,  the market panic over the  Euro elections,  if there is one. The French will hold the populist “Maginot Line” and Le Pen will lose in the second round, “bigly“.  … Continue reading

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Watch This Space: Oat-Bund Spread

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Bond rout explained in 90 seconds – FT

Bond yields have jumped and caught investors offside. Markets editor Mike Mackenzie explains what has changed and the lessons to be learnt. For more video content from the Financial Times, visit http://www.FT.com/video (click here if video is not observable)

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Greece and Germany closer than it seems – FT

The debt bailout talks between Greece and the eurozone haven’t collapsed, says Martin Sandbu, lead writer on the FT’s Free Lunch newsletter. He tells leader writer James Blitz that Athens and Germany are closer on the substance than appearances would … Continue reading

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Martin Wolf on Germany and Europe – FT

The latter half of the last century saw Germany emerge from the ashes as Europe’s central power. Martin Wolf, chief economics commentator, tells Lionel Barber, editor, why he thinks the country needs to be more proactive in its leadership role. … Continue reading

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Ifo Business Climate in Germany

The Ifo Business Climate Index for industry and trade in Germany rose in November to 104.7 points from 103.2 points in October. The business climate previously deteriorated six times in a row. Assessments of the current business situation are slightly … Continue reading

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IMF casts gloomy cloud – FT

The outlook for the global economy has darkened, according to the International Monetary Fund. Ralph Atkins, capital markets editor, and Ferdinando Giugliano, global economy news editor, discuss why IMF forecasts are now so negative. For more video content from the … Continue reading

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Germany recession fears – FT

Germany’s industrial output suffered its biggest monthly drop in five years, stoking fears it could fall into recession. Stefan Wagstyl, chief Germany correspondent, reports on whether concerns about Europe’s biggest economy are warranted. For more video content from the Financial … Continue reading

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The week ahead: Light the Menurkey – Economist

GERMANY’S coalition talks conclude, Honduras goes to the polls, Vladimir Putin visits the Vatican and America celebrates “Thanksgivukkah” – Economist (click here if video is not observable)

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