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Ben Squared: 25th February 2025: Germany, Broader Europe and China
Published 1 year, 2 months ago
Description
In this latest episode we review the weekend’s German election result, focusing on how it may influence the macro and investment landscape for both Germany and broader Europe. We then take a moment to review the sting in the tail for markets last week, in what was quite a vicious sell-off, particularly for the names in and around the Technology sector. We then conclude with additional commentary on China, attempting to determine whether any macro data supports the recent stock market strength.
This podcast was recorded on 24th February 2025. *This podcast is for UK Professional Clients Only. Capital at Risk.
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