28 juni. Xi, Trump och Putin. German growth underperformed eurozone since 2019. Dollar surprisingly resilient. China Shock 2.0

 

Despite the Trump mayhem the dollar has been surprisingly resilient

https://englundmacro.blogspot.com/2026/06/despite-trump-mayhem-dollar-has-been.html

China Shock 2.0
https://englundmacro.blogspot.com/2024/07/the-emerging-china-shock-20-ambrose.html

Xi, Trump och Putin



China, once a glutton for goods made in Germany, has turned into a mercantilist superpower. It produces many of the same things at a fraction of the price and often with equivalent—if not better—quality. 

In 2003, the government of then-Chancellor Gerhard Schröder took an ax to unemployment benefits, gave employers more say in setting wages and lowered taxes.

German GDP growth has underperformed that of the eurozone since 2019

Trycket på Moderaterna att hitta ett anslag som kan bära partiet i valrörelsen ökar, Fredrik Johansson, Simona Mohamsson

https://englundmacro.blogspot.com/2026/06/trycket-pa-moderaterna-att-hitta-ett.html


Dagen innan

https://englundmacro.blogspot.com/2026/06/26-juni.html


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