Germany is the driver and it is going down hill Fast forward to next year and Germany could be in a nasty recession

Daniel Weston

Aimed Capital

Germany is the driver and it is going down hill Fast forward to next year and Germany could be in a nasty recession. The countries strong distaste for anything that could stoke inflation (full blown QE) and a minimal reliance on the future of the stock market to secure future pension plans (discussed here) is now front and center in these weak markets. In my opinion makes it makes me think that this business cycle will run its normal course lower rather than be artificially stimulated higher like we have been used to in the US and Japan in recent history. Germany has been doing so well since 2009, a beneficiary of the weak Euro and strong demand for its extremely well engineered products to Asia, that it has been happy to save and support the weak members of the Euro-zone. My concern is that a German recession will ignite a disregard for another Greek, Portuguese and the rest of the weak Euro periphery bailouts and band-aids. If a recession comes, politics turn and Germany won't save them and Read more... (VIEW LINK)


MORE ON



Chief Investment Officer
Aimed Capital

Running the Aimed Global Alpha - Macro Hedge Fund. Aussie. Trader. Investor. Coder. Cricketer. Skier. Surfer. Flyer. www.aimedcapital.com

Expertise

No areas of expertise

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.