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Asset conclusions: positive signal for EU coherence, helping bond spreads to tighten.
Please see attached the latest report from Michael Clauss as pdf to read onscreen or simply print.
Michael Clauss will be visiting clients in London on 15th/16th October for personal briefings/Q&A on the issues addressed in this report as well as the outlook for Germany and ECB policy. If we have not already arranged a time please contact me and we will be happy to include you in his schedule.
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