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MACRO INSIGHTS

The Big Loser
Germany had deluded itself that could remain under US umbrella becoming energetically tied to Russia and commercially to China, but plan has failed
 • 
Mirko Milito
4
Just an Illusion
Bundestag has passed a $20 billion energy bill to finance the construction of a massive hydrogen central grid across the country. Could it work? Current…
 • 
Mirko Milito
11
Schmiert Deutschland ab?
Negative outlook, technical recession, regional bank crisis and questionable green policies: paradox of DAX Index is the mystery of our times
 • 
Mirko Milito
Who Is the Sick Man of Europe?
Eurozone remains in economic stagnation, Germany's close to recession: regional bank failure worries contagion effects as DAX Index continues to rally
 • 
Mirko Milito
The Upside Down
While DAX (including dividends) as a stock market barometer for large German-originated global companies reached a new all-time high today, the Aktien…
 • 
Mirko Milito
Why is Cash Still Relevant?
A journey to the heart of Europe with Euro: digitization of currency is the new normal, but careful not to break the balance of cash
 • 
Mirko Milito
Uncertain by Half
With Fed's hawkish pause and a less resilient Eurozone economy than expected, ECB is increasingly running the risk of worsening the economic outlook
 • 
Mirko Milito
DAX as Deception
ATH but something doesn't add up: index is doped by dividends showing German blue chips have not risen in price in the past 20 years
 • 
Mirko Milito
Cancer Liquidity
Double-digit positive quarter ends after Central Banks start throwing money back into the system: liquidity is not a solution but a kick in the can
 • 
Mirko Milito
Achtung Deutsche Aktienindex
How DAX index changes after Commerzbank's return
 • 
Mirko Milito
Years of War
How central banks are reacting and implications for markets
 • 
Mirko Milito
Whatever It Takes Mantra
The Macro Point of View In This Early 2023
 • 
Mirko Milito
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