Episode Details
| Title | A German economic revival? |
|---|---|
| Date | 6/10/2025 |
| Podcast | Goldman Sachs Exchanges ↗ |
Key Insights
Bullish:
- 🟢 $DEFENSE - Significant increase in German defense spending expected, with legislative changes allowing for up to 3.5% of GDP in defense spending by the end of the decade, outside regular budget constraints.
- “They have changed legislation in order to be able to spend up to $500,000,000,000 in infrastructure and also amended legislation in a way that they can go and do defense spending outside the constraints of the regular budget, which would hopefully allow them to get up to 3.5% of GDP in defense spending only, by the end of the decade.” - Wolfgang (2:46)
- 🟢 $INFRA - 🔒
- 🟢 $TECH - 🔒
- 🟢 $MIDCAPMA - 🔒
- 🟢 $EQUITIES - 🔒
Bearish:
- 🔻 $GERMANEXPORTS - 🔒