This report by DWS, examines recent developments in German politics and their potential impact on financial markets.
• Political Shift: Chancellor Scholz’s dismissal of Finance Minister Lindner signals an end to the coalition, likely leading to new elections.
• Economic Implications: A potential reform of Germany’s debt brake and a shift towards pro-business policies could boost equities, particularly in defense and industrial sectors.
• Market Reaction: Minor market impact is expected, with a modest boost to equities and pressure on bonds.
For a deeper dive into the strategic insights and forecasts, access the full report.
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