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Prof G Markets
Unpacking Germany’s Historic U-Turn on Spending — ft. Carsten Brzeski
Mar 27, 2025
In this enlightening discussion, Carsten Brzeski, Global Head of Macro Research and Chief Eurozone Economist for ING, delves into Germany's significant shift in fiscal policy that includes a groundbreaking 500 billion euro package aimed at climate and defense. He analyzes the implications of rising political fragmentation and the emergence of far-right parties, while addressing Germany's historical reluctance to embrace debt. Brzeski also shares insights on European market dynamics and the potential for a sustained economic rally in the Eurozone.
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Quick takeaways
- The podcast discusses Apple's $1 billion annual loss on AppleTV+, highlighting challenges in translating streaming content success into financial growth.
- Carsten Brzeski explains Germany's political landscape is shifting, with rising support for far-right parties reflecting public dissatisfaction with traditional party responses.
Deep dives
Apple's Streaming Struggles
Apple TV Plus is reportedly losing $1 billion annually, raising questions about the company's long-term strategy in the streaming sector. Despite spending $4 to $5 billion a year on content, the platform only boasts around 45 million subscribers, a stark contrast to competitors like Netflix and HBO Max. Many analysts suggest that the service's content, while high quality, has not effectively translated into increased iPhone sales or enhanced brand loyalty among users. This situation underscores the challenges Apple faces in a crowded market, leading to speculation about whether the tech giant should re-evaluate its streaming ambitions.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode