German equities keep their cautiously constructive tone, with the Bundesbank's upgraded growth outlook still anchoring sentiment even as fresh price action remains thin. The fiscal
German equities keep their cautiously constructive tone, with the Bundesbank's upgraded growth outlook still anchoring sentiment even as fresh price action remains thin. The fiscal picture adds a wrinkle, with the public budget deficit running large in the first half of the year, and the persistent gap between the eastern and western economies keeps structural questions alive 36 years after reunification. Political noise continues to build around Berlin, layering uncertainty on top of an otherwise steadier macro narrative.
Sources
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