Real Vision: Finance & Investing Trump's Impact on Europe & the Dollar | Macro Monday ft. Andreas Steno Larsen & Mikkel Rosenvold
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Feb 24, 2025 Dive into the intriguing impacts of Trump's policies on Europe and the dollar. The hosts dissect the recent German elections and its implications for fiscal reforms. They highlight the economic impact of federal layoffs in the U.S. while weighing them against spending trends in the Eurozone. The discussion also touches on the shifting dynamics in European politics, energy strategies, and the evolving currency landscape amidst complex geopolitical tensions. Expect insights on tech earnings and the ongoing debate around economic bubbles.
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Federal Layoffs & Dollar Impact
- US federal layoffs will impact employment figures and the economy.
- This will weaken the dollar, contrasting with Eurozone's public spending momentum.
German Election & Spending
- Germany's election results point to increased public spending.
- Friedrich Merz might form a coalition but collaborate with AfD on specific issues.
German Debt Break
- German election results were as expected, with a focus on removing the debt break.
- This removal could significantly increase German federal spending.