Berlin views the current account surplus simply as a reflection of Germany’s superior competitiveness. This is an economically illiterate view

If Germany had its own currency and a floating exchange rate, the current account imbalance would have mostly disappeared.

In theory, there is a simple solution. Berlin could cut taxes and raise investment spending. 

There is a lot of headroom. After years of austerity, the fiscal multiplier — the impact of each euro of deficit spending — is large.

Unfortunately, Germany’s balanced budget rule makes this impossible.


Wolfgang Münchau, FT 8 May 2016

Kommentarer

Populära inlägg i den här bloggen

Det svänger fort på räntemarknaden

Fjolåret blev strålande för flera av de största fondbolagen

Börsen i Stockholm och New York 4-5 augusti 2024