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overtheedge
Member since May 2012
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Coming Major Slowdown in Germany - How to Play It

- Mish - Global Economic Analysis

Germany's Target 2 balance of 477 Billion Euros doesn't do the German economy much good if the counter parties don't produce any goods that Germany wants or needs.

The German slow-down will continue until it stops. One way or the other.

Commented 3627 days ago

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Beginning of the headline :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... Read More

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