German equities stay anchored to the fiscal and geopolitical pulse, with the Bundesbank suggesting growth could come in stronger than earlier expected even as the government's new
German equities stay anchored to the fiscal and geopolitical pulse, with the Bundesbank suggesting growth could come in stronger than earlier expected even as the government's new Ukraine support package, including military aid and energy-sector funding, adds spending commitments. Chancellor Merz's visit to Kyiv amid fears of the hardest winter of the war keeps the conflict front and center for European risk sentiment. The tension between improving growth signals and rising geopolitical and fiscal demands remains the core story for German markets.
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