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German industrials for linked in - nov 25th 2019
1. is the engine of Europe
(German industrials)
sputtering?
{[ Yes ]}
2. We see German purchases of
precision factory equipment
is in a deep funk
3. German factory buying
is falling faster than Europe overall
Europe is down 33% year-to-year
while Germany is down 55% year-to-year
4. German industrial production
It’s back to where it was in CY 2017
Germany narrowly avoided a recession in
the latest report, but likely will happen in
the next several quarters
Most economists expect this to drag on
through CY 2020 (for Germany)
Germany’s lackluster industrial production
is starting to impact domestic demand
And is dragging down its neighbors Poland,
the Czech Republic, Slovakia and Romania
5. What does this mean?
European industrial production is slower
than the U.S., and Germany is much worse
And this is likely to impact demand for the
overall economy
This is likely to push the European Bank to
add fiscal stimulus
And suggest the Euro will struggle versus
the U.S. dollar
(And only a few weeks ago everyone was
saying the Euro will start strengthening
versus the U.S. dollar)
6. And makes the Euro € likely to continue
sliding versus the $ U.S. dollar
7. We measure industrial equipment
going into major economies
So we can see where there is
growth (or declines)
As part of our belief that
fundamentals ultimately drive
stocks / securities
And having an actual measurement
is FAR better
than having an “opinion”