Germany

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Germany Macro and market Fixed income Macro Fiscal policy Article
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Why structural change in Germany may impact investors globally

Macro Strategists John Butler and Eoin O’Callaghan discuss why they believe the structural changes currently underway in Germany will impact investors globally.

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John Butler

Eoin O'Callaghan

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Article
2025-01-31
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Outlook Macro and market Interest rates Germany Macro Economic cycle Fixed income program Article
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2024: A year of intensifying macro regime change?

John Butler and Eoin O’Callaghan explore why 2024 could be a year of intensifying macro regime change and what it means for investors.

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By

John Butler

Eoin O'Callaghan

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Article
2024-11-30
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Macro and market Geopolitical Germany Macro Article
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Why the change of direction in Germany warrants close attention

Macro Strategist Nicolas Wylenzek assesses the shifts underway in Germany and Europe more broadly, including the recent surge in the far right's popularity and the challenges associated with the energy transition.

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Nicolas Wylenzek

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Article
2024-09-30
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Macro and market Climate Energy Germany Quick Take No Optimizely Unique Perspectives
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Germany: Reducing Russian energy dependence in a hurry
Macro Strategist Juhi Dhawan sees Germany continuing to embrace the transition to renewables while also working to diversify its sources of fossil fuels.
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By

Juhi Dhawan, PhD

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Quick Take
2022-12-30
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