German equities hold a cautiously constructive tone, with the government raising its growth forecasts even as September inflation came in slightly hotter than expected. The fiscal
German equities hold a cautiously constructive tone, with the government raising its growth forecasts even as September inflation came in slightly hotter than expected. The fiscal picture adds a wrinkle, with the budget deficit running large in the first half, and the President's warning about deepening political divisions layers uncertainty on top of an otherwise steadier macro narrative. Central bank minutes on both sides of the Atlantic keep inflation concerns in focus, so the gap between improving official forecasts and stubborn price pressures remains the core tension.
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