bullish
Part Five: The German Vulnerability
SUMMARY
- German nominal yields have fallen less than those in the UK and the US.
- There are two possible outcomes: either Germany's yields will catch up with those of its peers, or in the event of a correction or reversal, Germany may experience the most significant upside in yields and equity underperformance.
- The German yield curve has remained flat compared to the US and has outperformed the UK's yield curve.
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