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Asset conclusions: generally positive for German equities and the euro, slightly negative for German bonds and marginally negative for euro area government bonds.
Please see attached the more detailed 5 page report from Michael Clauss in the attached pdf.
Dr Michael Clauss: Germany Politics / Economy / Equities Sectoral Analysis
Tel: +49 89 64254046
michael.clauss@eurozoneadvisors.com
Discussion Partners
John Arrowsmith: ECB / Regulatory
Tel: +44 7720 59 1726
john.arrowsmith@eurozoneadvisors.com
Dr Michael Clauss: Germany Politics / Economy / Equities Sectoral Analysis
Tel: +49 89 64254046
michael.clauss@eurozoneadvisors.com
Jacques Lafitte: France Politics / Brussels
Tel: +32 473 934 664