John Browne

Greece Highlights Germany’s EU Dilemma

Greece Highlights Germany’s EU Dilemma

Germany’s EU dilemma stems from the unwelcome fact that the chronic debt problem of the so-called ‘periphery’ nations, occurred before the EU has secured full sovereignty over its member states.

 Deutsche Bank Research

Germany sides with China in solar trade dispute with EU

Germany sides with China in solar trade dispute with EU

The anti-dumping case has emerged as a test of whether the EU can maintain a unified trade policy.

 Luis Martín

“Cyprus may be forced out of the euro and this would be dangerous” -Michalis Attalides

“Cyprus may be forced out of the euro and this would be dangerous” -Michalis Attalides

Interview with Michalis Attalides.

 Yanis Varoufakis

Lest we forget: The neglected roots of Europe’s slide to authoritarianism

Lest we forget: The neglected roots of Europe’s slide to authoritarianism

A multitude of evils can hide behind the ideological veil of top-down European integration.

 Keith Weiner

Impact Of Germany’s Gold Repatriation

Impact Of Germany’s Gold Repatriation

I suspect the reason for repatriating the gold has more to do with a shift in German politics than any sudden questions about the faith and credit of a central bank, or any desire to re-monetize gold in Germany.

 John Browne

German Gold Claw Back Causes Concern

German Gold Claw Back Causes Concern

The repatriation of even a part of Germany’s central bank gold holdings should be regarded with concern.

 Luis Martín

Washington’s European Cliff

Washington’s European Cliff

The concern today, especially for Washington, is to keep the European utopia alive for as long as possible.

 Barbara Böttcher (DB Research)

Peer Steinbrück to rival Chancellor Merkel

Peer Steinbrück to rival Chancellor Merkel

Steinbrück made clear that he is not running to form a grand coalition but to oust Chancellor Merkel and her conservative-liberal government.

 John Browne

September 12th Looms Large for Germany

September 12th Looms Large for Germany

In the past, the German Constitutional Court has not shown itself to be a political pushover.

 Deutsche Bank Research

EMU GDP growth – contraction bites

EMU GDP growth – contraction bites

EMU Q2 GDP contracted by 0.2% qoq. France avoided a fall in output and Germany grew at a solid pace, but Italy and Spain are still in the doldrums.

 Jeff Harding

The Scarlett O’Hara Approach To Solving The Eurozone Crisis

The Scarlett O’Hara Approach To Solving The Eurozone Crisis

It is highly likely that the Germans’ resolve against money printing will dissolve in the face of panic.

 John Browne

Germany Loses to Italy, Again

Germany Loses to Italy, Again

Last week’s agreement should not be seen as anything less than a victory for the printing press.