German Trip Report: Economic and Political Uncertainties Are Rising

By Nouriel Roubini and Brunello Rosa

14 February 2018

In this paper we discuss:

  • The slowdown in German economic activity in late 2018 - early 2019;
  • The fiscal space available to offset the economic slowdown;
  • The increased fragmentation of Germany's political system and recent political developments;
  • Germany's position versus further European integration; and
  • Implications for German sovereign bond yields.

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Download PDF: Germany Travel Notes - February 2019

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