Independent Strategy

Alternative für Angela

The CDU’s share of the vote may have shrunk but it remains the dominant party in Germany. This leaves Merkel as Chancellor, albeit as head of a new coalition. Despite the FDP being less Europhile than Merkel, this doesn’t derail prospects for a new reform driven Franco/German integrationist wave. We remain long euro versus the US dollar and long Eurozone equities.

To read the full report - Login or Subscribe


In the Media