After Germany's governing coalition collapsed last week, the country's ZEW added more solid evidence about why that was. The ZEW also collapsed into November. That's not just about Germany since the "zoo" is really what the rest of the world looks like from the German perspective. That also has a lot to say about the ongoing Treasury selloff (just like April).

Eurodollar University's Money & Macro Analysis

ZEW November 2024https://www.zew.de/en/press/latest-press-releases/falling-economic-expectations-after-trump-victory

Bloomberg German Investor Confidence Slumps on Political Strife, Trump Winhttps://www.bloomberg.com/news/articles/2024-11-12/german-investor-confidence-slumps-on-political-strife-trump-win

https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Podden och tillhörande omslagsbild på den här sidan tillhör Jeff Snider. Innehållet i podden är skapat av Jeff Snider och inte av, eller tillsammans med, Poddtoppen.