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Germany - The Coalition is Signed! Here are the spending plans - bullish for growth and equities

Update ·David Roche ·10 Apr 2025

Germany Coalition (CDU/CSU + SPD) Agreed & Spending Plans. Positive for German equities. Bearish for long term Bunds (but not short term bunds). Marginally positive for the Euro. The German coalition agreement and the published spending plans are positive fo…

#Europe (Germany#German Grand Coalition#German Stimulus#German Infrastructure & Defence Spending#EU Implications of German Defence Spending#German Infrastructure Spending#German Equities & Bunds Read More
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Report

German Election - not 1st class but may get us there

Strategy Report ·QS Team ·24 Feb 2025

We are staying long German equities, particularly defence, on the grounds that the election result will result in economic reform and state investment in key sectors like the military and productivity boosting mechanisms laid out in the Draghi and Letta reports.

#AfD#German Federal Election#BSW Bundnis Sahra Wagenknect#Friedrich Mertz#FDP#Europe (Germany#Helmut Kohl#Chancellor of Germany#Chancellor Helmut Kohl#German Chancellor Helmut Kohl#German Bundestag#German Constitution#AfD (Alternative for Germany)#Free Democrats (FDP)#CDU/CSU#Christian Democratic Union (CDU)#Markus Söder (CSU) Read More
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Report

Data Digest - Eurozone Real GDP

Archive Report ·David Roche ·15 May 2007

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

#Europe (Germany#France#Strategy Archive#Economy Read More
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