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Germany Just Issued A Major Warning to the Global Economy
Episode 934

Germany Just Issued A Major Warning to the Global Economy

Eurodollar University

November 14, 202418m 53s

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Show Notes

After Germany's governing coalition collapsed last week, the country's ZEW added more solid evidence about why that was. The ZEW also collapsed into November. That's not just about Germany since the "zoo" is really what the rest of the world looks like from the German perspective. That also has a lot to say about the ongoing Treasury selloff (just like April).

Eurodollar University's Money & Macro Analysis

ZEW November 2024
https://www.zew.de/en/press/latest-press-releases/falling-economic-expectations-after-trump-victory

Bloomberg German Investor Confidence Slumps on Political Strife, Trump Win
https://www.bloomberg.com/news/articles/2024-11-12/german-investor-confidence-slumps-on-political-strife-trump-win

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Topics

Eurodollar UniversityJeff SniderMonetary OrderCentral BanksAlhambra InvestmentsInflationDeflationEconomyDepressionRecession