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Tag: German Grand Coalition
10 Apr 25

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

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... Read More

20 Feb 25

Germany - The Winds of Change?

Germany Bundestag Elections. A victory for a Grand Coalition led by the CDU’s Friedrich Merz, made up of the major parties (CDU/CSU + SPD plus possibly FDP or Greens), which controls two thirds of the seats in Bundestag & Bundesrat, would open the door to dramatic reform in... Read More

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