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Entries Tagged as 'Germany'

Germany Is The New China

February 25th, 2017 · Comments Off on Germany Is The New China

Trump’s trade adviser Peter Navarro complains about an unfair competitive advantage for Germany. He has a point, and this has much to do with the internal workings of the eurozone. There are signs some of it might be unwinding, and the ECB might be forced to remove stimulus, which will boost the euro. We think […]

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Tags: currencies · Germany

Secular Stagnation In… Germany?

December 7th, 2014 · Comments Off on Secular Stagnation In… Germany?

Germany has been held up by many as an economic success story and a recipe for others to follow. But the success is faltering of late, producing a raft of bad economic figures. A closer look at what’s going on reveals that even doing all the right things doesn’t guarantee escape from the forces of […]

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Tags: Germany · Secular Stagnation