Tag Archives: germany

Sell Germany on GDP Harbinger

Weaker than expected GDP data from Germany overnight is in my view just a taste of things to come. A likely stronger Euro, weaker surrounding economies and a need for strong German participation in European stimulus could make current official … Continue reading

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Double Down DAX

Share markets around the globe rallied as fears about the “fiscal cliff” receded.  This is a flip around in market thinking – from pricing a US fiscal stalemate to an assumption that agreement is likely. While this may be the case, the … Continue reading

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Index Pairs – Buy China, Sell Germany

The difference in the growth outlook for Europe and Asia is startling. This is in direct contrast to the performance of the leading stock indices for China and Germany. The gap in performance has closed significantly since mid-March, but traders … Continue reading

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German DAX Tells a European Story

A feature of trading this week is the calm reaction to further Greek stalling on debt re-structuring and austerity measures. Last year, missing a deadline in the way Greece has this week could have prompted a sell off in global markets. … Continue reading

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Europe – Plans A,B and C

Markets rallied hard overnight, with most commentators attributing the moves to a more postive view on a solution to European debt woes.  While there is little in terms of official confirmation, a “Plan A” has emerged.

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