What’s next for Germany?

德国接下来将何去何从?

The Bulletin with UBS

商务

2025-03-10

16 分钟
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With the post-election direction of political travel more clear, and with chancellor-elect Friedrich Merz having already outlined plans for a major boost in defence and infrastructure spending, what will this mean for investor confidence? Featuring Maximilian Kunkel, strategist at UBS Switzerland; and Sam Adams, economist for UBS in London. See omnystudio.com/listener for privacy information.
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  • Foreign.

  • Hello and welcome to the Bulletin with UBS on Monocle Radio.

  • Each week,

  • the sharpest minds and freshest thinkers in finance take you beyond the numbers

  • and hype right to the heart of the big issues of the day.

  • This week we're joined by two of UBS's best

  • and brightest to consider what's next

  • for Germany a couple of weeks after after the general election,

  • with the political direction of travel more clear

  • and with Chancellor elect Friedrich Metz having already outlined plans for a major boost in defence

  • and infrastructure spending,

  • what will this mean for investor confidence both domestically and across the eurozone?

  • Here to answer that and a host of other questions across fiscal stability, trade and more,

  • are Maximilian Kunkel, strategist in UBS Switzerland,

  • and Sam Adams, and economist for UBS in London.

  • It's a pleasure to welcome them both back to the program.

  • Max and Sam, lovely to have you.

  • Both with us again on the program

  • and great to have your collective insights to make sense of what might come next.

  • Germany post election, so many different aspects and facets.