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Category: Germany

REVISIT: Eurozone | BTP/OAT | Not Enough Bank Equity

REVISIT: Eurozone | BTP/OAT | Not Enough Bank Equity | Speevr

More debt without bank equity is a problem

Eurozone | BTP/OAT | Not Enough Bank Equity

Eurozone | BTP/OAT | Not Enough Bank Equity | Speevr

BTP/OAT is not a smart trade. Too much public debt, not enough bank equity in Europe

Italy | BTP-Bund spread to widen further

Italy | BTP-Bund spread to widen further | Speevr

Dark clouds gathering across the EU in the coming days/weeks

Deutsche Bank | The next limping gazelle

Deutsche Bank | The next limping gazelle | Speevr

It took 5 days for the market to identify the next limping gazelle.

GERMANY: Weidmann’s resignation and the euro dilemma of the political right

GERMANY: Weidmann’s resignation and the euro dilemma of the political right | Speevr

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GERMANY: More substance, less lingo is needed as coalition talks begin

GERMANY: More substance, less lingo is needed as coalition talks begin | Speevr

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GERMANY: “Traffic light” perspectives for European and fiscal issues

GERMANY: “Traffic light” perspectives for European and fiscal issues | Speevr

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GERMANY: The fault lines to overcome for a traffic light coalition

GERMANY: The fault lines to overcome for a traffic light coalition | Speevr

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GERMANY: Scholz is the election winner, but the proof is in the coalition talks

GERMANY: Scholz is the election winner, but the proof is in the coalition talks | Speevr

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Germany – economic challenges for the new government

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