Category: Germany
The analysis published under this category are as follows.Tuesday, November 19, 2013
German DAX Stocks Index Analysis / Stock-Markets / Germany
Germany’s DAX index is the equivalent to America’s Dow Jones industrial index. Both indices are composed of 30 blue-chip issues. As of Friday, the DAX has scored a six-week winning streak ending the week above 9,000 for the first time in its 25-year history.
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Wednesday, September 25, 2013
Angela Merkel Must Reform Energiewende / Politics / Germany
PROMISED AND DUE
Angela Merkel promised on repeated occasions during her election campaign that reform of Germany's energy transition plan – Energiewende – would be high on her agenda if she received another mandate to govern. Following her triumphal re-election and the political horsetrading on forming a Grand Coalition with the SDP and the Greens, this reform will have to come.
Monday, September 23, 2013
Why Is Angela Merkel So Popular? / Politics / Germany
READ IT IN THE POLLS
Angela Merkel became Europe's most popular leader by telling Germans they don't need to change, their national energy security was guaranteed, the economy was powerful – at least for car exports - and they were shielded from the stressful Club Med debt and deficit crisis that tore southern Europe apart. Also, despite it being unpopular she had shown her European credentials. Using German money, with German conditions attached she had helped save, or delay the end of, the Euro-zone.
Saturday, September 21, 2013
Germany Will Dilute - Not Abandon Its Energiewende Plan / Politics / Germany
TOSSING THE HOT POTATO
In Germany's election campaign the attention going to the national energy transition plan is bafflingly low. Official Environment ministry reports however suggest that total costs of Energiewende could or might rise to 1000 billion euros by the late 2030's if the program is maintained as present, and its targets are not cut back or shifted further into the future. Despite this, most German political parties have tacitly agreed to limit discussion of Energiewende and backpedal their criticism of this free-spending plan, for reasons that are much more than simply political.
Monday, June 17, 2013
Germany's Accidental Empire / Politics / Germany
THE HOLY ROMAN EMPIRE
Historians say the Holy Roman Empire was founded on Christmas Day 800 AD but its maximum power and reach was from about 1200 – 1750 AD, weakened by “turf wars” with the Ottoman Empire in the east and rivalry with Louis XIV of France in the west, Louis XIV being the cousin of the last great Holy Roman Emperor, Louis I of Hungary.
Thursday, April 18, 2013
German Stock Market Just Took Out Its Economic Recovery Trendline / Stock-Markets / Germany
More signs of trouble.
We’ve been told countless times that Europe was “fixed.” The problem with this is that the market is beginning to realize this is not true.
Much of the European recovery counts on Germany. The ECB owns the printing presses… but without Germany’s support, the Euro is done for.
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Thursday, December 06, 2012
How German DAX on 3 Dec Confirmed a long term bull market– MAP WAVE Analysis / Stock-Markets / Germany
Of the Indices I follow on the 3rd of December at 11:24 the DAX broke the high shown in the purple circle shown below!
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Thursday, August 23, 2012
Is Germany Entering a Recession? / Economics / Germany
Even in August, while nearly all of Europe is on vacation, we find that economies don't get to take vacation. Europe will come back from its holiday and find that nothing has improved and some things have gotten worse. Specifically, Germany looks to be rolling over into recession. In this week's Outside the Box, Charles Gave of GaveKal looks at Deutschland and notes that while it might be able to handle a mild recession, problems will be that much worse in the rest of Europe, which needs a robust German consumer. This letter will print long due to a number of charts.
"While Europe's biggest economy should be able to endure this loss of altitude, the reverberation across Europe will be significant. The absence of exchange rate volatility over the last 15 years has allowed economies such as Italy and France to escape depression-type conditions, which might otherwise have occurred given their economic underpinnings.
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Wednesday, June 20, 2012
Euro-zone Debt Crisis Puts Germany Between a Rock and Hard Place / Economics / Germany
Why Read: In order to better understand Germany's Eurozone dependencies, and why Germany is between 'a rock and a hard place' as it makes decisions that likely will:
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Thursday, May 03, 2012
Will Germany Economic Growth Reaccelerate Soon? / Economics / Germany
The Purchasing Managers’ Index (PMI) of Germany fell to 46.9 in April, which is a nearly three-year low. In other words, Germany, the juggernaut of the region, is experiencing a noticeable setback in factory activity. PMIs of nations have a strong positive relationship with GDP.
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Tuesday, March 13, 2012
Germany's Geopolitical Strategy / Politics / Germany
The idea of Germany having an independent national strategy runs counter to everything that Germany has wanted to be since World War II and everything the world has wanted from Germany. In a way, the entire structure of modern Europe was created to take advantage of Germany's economic dynamism while avoiding the threat of German domination. In writing about German strategy, I am raising the possibility that the basic structure of Western Europe since World War II and of Europe as a whole since 1991 is coming to a close.
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Tuesday, December 13, 2011
The Other Side of the Austerity Program - German Economy Stands to Lose / Economics / Germany
A fiscal austerity program has been adopted as the cure all for the ills of the indebted members of the eurozone. The flipside of this policy is that in the short-run Germany’s exports of goods and services will take a deep hit. Exports of goods and services from Germany reached a record high of 51% in the third quarter of 2011 (see Chart 1).
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