• Wake Up: The German Fiscal Stimulus Is Huge

  • Mar 7 2025
  • Length: 37 mins
  • Podcast

Wake Up: The German Fiscal Stimulus Is Huge

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  • Summary

  • Alf and Brent discuss the German fiscal stimulus announcement: with its gigantic magnitude and fast-track process, this marks a historical turnaround for Germany and Europe. The implications for markets are big in stocks, bonds, and FX. If you want to chat with Alf, ping him (Alfonso Peccatiello) on Bloomberg or send an email to alf@palinurocapital.com If you want to chat with Brent, ping him (Brent Donnelly) on Bloomberg.
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