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Stimulus Versus Structural

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Manage episode 445301058 series 2084625
Innehåll tillhandahållet av Victor Menasce. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Victor Menasce eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

On today’s show we are talking about why Germany’s economy seems to be stuck in reverse. We keep hearing about how Germany, which has traditionally considered the economic engine of Europe is struggling. The German government recently downgraded their economic outlook and are forecasting contraction well into next year. The ECB is forecast to drop rates this week in order to further stimulate the economy. But I believe Germany’s issues are structural.

Here are the factors that in my opinion represent significant structural headwinds for the German economy. These headwinds are not isolated to Germany. We are just seeing them align together all at once in a single location.

--------------

**Real Estate Espresso Podcast:**
Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)
iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)
Website: [www.victorjm.com](http://www.victorjm.com)
LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)
YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)
Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)
Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)
**Y Street Capital:**
Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)
Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)
Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)

  continue reading

2458 episoder

Artwork
iconDela
 
Manage episode 445301058 series 2084625
Innehåll tillhandahållet av Victor Menasce. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Victor Menasce eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

On today’s show we are talking about why Germany’s economy seems to be stuck in reverse. We keep hearing about how Germany, which has traditionally considered the economic engine of Europe is struggling. The German government recently downgraded their economic outlook and are forecasting contraction well into next year. The ECB is forecast to drop rates this week in order to further stimulate the economy. But I believe Germany’s issues are structural.

Here are the factors that in my opinion represent significant structural headwinds for the German economy. These headwinds are not isolated to Germany. We are just seeing them align together all at once in a single location.

--------------

**Real Estate Espresso Podcast:**
Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)
iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)
Website: [www.victorjm.com](http://www.victorjm.com)
LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)
YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)
Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)
Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)
**Y Street Capital:**
Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)
Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)
Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)

  continue reading

2458 episoder

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