Dear Reader,
The German 2017 election results bode OK for Europe. There will be no debt mutualization, read the Germans will pay for everyone, which they cannot. The eurozone will continue integrating slowly which is the best option, as far as I am concerned.
Germany should start making small budget deficits which will put negligible upward pressure on the 10 year bunds yield.
EUR/USD should fall a bit. It is just too high.
Europe's banks should benefit from the German elections result.
Europe's growth will stay above 2%, which should prove beneficial for Europe's equities.
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Kind regards,
Petar Posledovich
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