Category Archives: Germany

QOTD: Inflationary Pressure In The Pipeline

Posted on November 12, 2020 by macromon

QOTD = Quote of the Day Inflationary pressures have started to return to the manufacturing sector, with October seeing the first – albeit slight – increases in both input costs and output prices since the first half of 2019. Demand … Continue reading →

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Got Gold?

Posted on March 24, 2020 by macromon

The Fed’s effective nationalization of the financial markets in the past week has spiked gold prices.  It does appear the first phase of the bear market and bursting of multiple asset bubbles is almost complete.  Phase 1, an initial massive deleveraging, … Continue reading →

Posted in Germany, Gold, Uncategorized | Tagged , , , | 11 Comments

Das ist nicht gut!

Posted on February 13, 2019 by macromon

Good Morning from #Germany which may already entered recession. Catastrophic fall in industrial production in Q4 — after neg GDP growth in Q3—has raised fears that Germany is in technical recession. Fed Stat Office will publish 1st estimate. Would be … Continue reading →

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Deutsche Bank, Again

Posted on November 20, 2018 by macromon

Whenever we see markets tanking as they have been for the past few days with the Dow down almost 1,000 points (3.7 percent) since Friday’s close, we think counterparty risk may be spooking traders and investors.   We suspect, and we … Continue reading →

Posted in Germany, Uncategorized | Tagged , , | 21 Comments

How voters in Germany turned against Angela Merkel – FT

Posted on November 5, 2018 by macromon
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As Everyone Looks Right, Germany Is Swinging Left

Posted on November 3, 2018 by macromon

This is stunning and a shocker. The support for Germany’s Green Party has doubled since the beginning of the year, while the right-wing Alternative for Germany (AfD), after peaking in the summer, is right back where it was.   The AfD, … Continue reading →

Posted in Euro, Germany, Uncategorized | Tagged , | 1 Comment

Auf Wiedersehen, Angela?

Posted on October 14, 2018 by macromon
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German 10-year At 47 bps As Inflation Prints 2.3 Percent

Posted on September 30, 2018 by macromon

Really efficient markets, no?   The Germans  ECB loves a real 10-year negative carry. This is absurd and tantamount to confiscating the savings of hard working Germans.  Only going to add to the country’s already rising political tensions. As Holger notes, … Continue reading →

Posted in Bonds, Germany, Interest Rates, Sovereign Debt, Uncategorized | Tagged , | 5 Comments

German Crisis Escalates: Merkel Government In Trouble

Posted on July 1, 2018 by macromon

DEFINITELY NOT PRICED! Horst Seehofer, the German interior minister, has set Angela Merkel an ultimatum, saying he would resign unless the chancellor acceded to his demands for tougher controls on the German border. …That could lead to the collapse of Ms … Continue reading →

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Two Weeks And Counting For Angela Merkel

Posted on June 18, 2018 by macromon

Coalition gives her two weeks to find European deal… READ MORE : http://www.euronews.com/2018/06/18/me…

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