Geopolitical Flash Update: See you later Scholz!
On Dec. 4, Michel Barnier became only the second Prime Minister in French history to be ousted by a no-confidence vote. Precisely one week later,...
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Europe Flash Watch – The German 2025 bazooka!
In Germany, “debt hawks” are slowly but surely waking up to the reality of their manufacturing industry being brought to its knees. In Angela...
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Germany Watch: Navigating Political and Trade Uncertainty
Looking at the current polls, there’s no clear path to a functioning coalition in Germany. The three potential options...
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Steno Signals #126: Disentangling the ECB Schnabel Speech – How Will QT Develop from Here?
We’re at a critical juncture in sovereign bond markets, with liquidity running razor-thin and the game changing fast. German Bunds, traditionally...
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Ifo Nugget: It’s beginning to smell like recession
Take away: It’s a matter of time before the labor market has Lagarde’s full attentionSoft and hard data now starting to align in Germany Time to...
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