Posts Tagged ‘Germany’
By The Sizemore Letter
Watch Charles Sizemore give his thoughts on investing in Germany to the Wall Street Journal’s Evan Newmark:
If you are unable the view the video in your browser, you can view it here.
Having presented a unified front through much of the ongoing European debt crisis, the recent intervention by the European Central Bank in the sovereign bond markets has led to a major disagreement between France and Germany. In a nutshell, France wants to see the ECB do more to keep the lid on bond yields, while [...]
Well, the choppiness across markets continues, with Asia selling off on the back of potential US bank lawsuits and rumours of a Spanish and/or Greek snap election, only for Europe to reverse most of the overnight move. Or then again, like yesterday it could just be a case of “fill the gap” and then roll-over [...]
German Econ Minister Bruerdele says the Fed’s contemplation of more quantitative ease is the wrong way to stimulate growth and may amount to manipulation of the dollar.
ECB chief Trichet was ambivalent but seemed to see the Fed’s potential action from a broader perspective:
“The remark was made that the accommodating policy vis-a- vis the U.S. might [...]
Well there’s your problem!
ECB executive board member Bini-Smaghi says that Germany will continue to outpace the rest of Europe growth-wise. This will make it very difficult, in a fixed exchange rate regime, for Club Med countries to maintain competitiveness. It is very difficult to pull out of recession in an uncompetitive economy unless a rise [...]
Key News
The M3 money supply in the United States is contracting at an accelerating rate that now matches the average decline seen from 1929 to 1933, despite near zero interest rates and the biggest fiscal blitz in history.
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“It’s frightening,” said Professor Tim Congdon from International Monetary Research. “The plunge in M3 has no [...]
