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Gordon Taylor
Membre depuis mai 2012
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Coming Major Slowdown in Germany - How to Play It

- Mish - Global Economic Analysis

For sure Germany is in trouble. And as goes Germany, so goes Europe. Their insane dependency on Russian gas is just beyond my comprehension and China's re-balancing will hit Germany hard ... and a lot of others as well.

A long time friend of mine told me 4 years ago that China has been setting this up since the mid 1990's and when the dust clears, in a few years, they will be the ones in the cat bird seat.

I haven't liked what Europe has been doing for a very long time and my doubts about them back then are being confirmed today.

Great article ... keep 'em coming!

Commenté il y a 3770 jours

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Début de l'article :A huge slowdown in Germany is on the way, yet few see it. Steen Jakobsen, chief economist at Saxo bank writes via email ... Back from major trip to Brazil, Uruguay, US and Spain. The one thing which to me is being ignored by the market is the coming slow-down in Germany. The market can of course go up in times of weaker growth, but my big “thing” is that no one believes Germany economically is slowing despite very negative macro changes in the last twelve months: The China rebalancing will... Lire la suite

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