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Germany

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Portfolio
Daily Agenda: Geopolitics Overshadows Policy
Rash of attacks in U.S. as UN convenes in New York; Merkel dealt a blow in Berlin election; Aussie exchange shuts down, GM may face strike.
Andrew Barber
September 19, 2016
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Portfolio
Daily Agenda: Oil Markets Slide on Weak Demand Signals
IEA demand data weighs oil prices; U.K. inflation tamer than expected; German investor confidence ticks downward.
Andrew Barber
September 13, 2016
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Portfolio
Daily Agenda: European GDP Reveals Growing Divide
Italian GDP declines; Thailand weathers terror attacks; Chinese economic data disappoints.
Andrew Barber
August 12, 2016
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Portfolio
Daily Agenda: Markets Gird for FOMC, Bank of Japan Decisions
Verizon to buy Yahoo web assets for nearly $5 billion; German business confidence rises; Jefferies’ Sean Darby on equities and yield.
Andrew Barber
July 25, 2016
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Portfolio
Daily Agenda: Euro Inflation Remains Muted Ahead of ECB Meeting
Unemployment and prices fall in Germany; Audi drives Volkswagen quarterly profit; another Chinese flash crash; Jazz proposes Celator buy.
Andrew Barber
May 31, 2016
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Portfolio
Another Greek Deadline Looms, but Perhaps With a Silver Lining
Tentative signs of progress on debt relief and reform are keeping recovery hopes alive, but the country needs to get its banks lending again.
Jen Werner
May 18, 2016
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Corner Office
Illiquid Assets Hold the Key to Returns at Evonik
CIO Stefan Hentschel invests in German electric grid and real estate in search of steady long-term returns.
Tom Buerkle
May 2, 2016
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Portfolio
Euro Zone Recovery Will Be Slow, Says HSBC Economist Karen Ward
The bank’s chief European economist cites weak external demand and resistance to structural reform as key barriers to growth.
Jen Werner
April 5, 2016
Portfolio
Daily Agenda: Global Sentiment Shifts to Risk-Off
Stock markets decline in Europe and Asia; Petrobras scandal in Brazil widens; Treasury issue rules to rein-in tax inversions; German data weak; India cuts rates.
Andrew Barber
April 5, 2016
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Portfolio
Daily Agenda: Central Banks in the Spotlight Again
Markets brace for BOJ, Fed meetings; Chinese data disappoints; Starwood gets new bid; populism surges in Germany; millions march in Brazilian protests; Egypt devalues.
Andrew Barber
March 14, 2016
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