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Investors in Europe: 2020 Coronavirus Update

Investors in Europe: 2020 Coronavirus Update

Lockdowns across Europe have resulted in unprecedented economic damage over the first half of 2020.  Eurozone GDP fell 12% in the 2nd quarter of 2020 following a 4% contraction in Q1.

When the novel Coronavirus (COVID-19) initially struck Wuhan, China in January 2020, most investors in Europe did not expect the disease to reach the continent. Yet here we are; a seemingly innocuous holiday stop in the French Alps by a Brit returning home from a conference in Singapore has morphed into a full-scale virus outbreak […]

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Nord Stream 2 Could Sever Transatlantic Ties (Bloomberg)

July 6, 2020 | File Under: , , , ,

“The gas pipeline is now a game of chicken between Germany and the U.S., in which both players appear reckless.” – by Andreas Kluth

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Germany Weighs Measures Against U.S. Over Nord Stream Threat (Bloomberg)

June 28, 2020 | File Under: , , , , , ,

“Germany is preparing to strike back against the U.S. if President Donald Trump follows through on his threat to kill off the Nord Stream 2 gas pipeline with additional sanctions.” – by Patrick Donahue and Brian Parkin

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Germany’s Angela Merkel unveils stimulus package to kickstart economy (Deutsche Weld)

June 4, 2020 | File Under: , , ,

“Chancellor Angela Merkel said Wednesday that Germany was set to plow 130 billion euros ($146 billion) into rebooting an economy severely hit by the coronavirus pandemic. The measures include temporarily cutting value-added tax form 19% to 16%, providing families with an additional €300 per child and doubling a government-supported rebate on electric car purchases.”

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German companies in the dock over dividend plans (FT)

April 8, 2020 | File Under: , , , ,

“VW, BMW, Daimler, Continental and Adidas criticised for considering payouts while relying on state funds.” – by Joe Miller, Olaf Storbeck and Guy Chazan

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Italy’s future is in German hands

April 2, 2020 | File Under: , , , , , , , , ,

“As coronavirus cuts a swath of economic destruction across Europe, pushing the already-strained budgets of southern countries to the brink, calls are getting louder for the eurozone to intervene by issuing debt backed by all members.” – by Silvia Borrelli and Matthew Karnitschnig

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Investing in Europe in 2020 – The Year Ahead

An overview of some European key themes and political risks for 2020

2020 brings with it the 10th year of recovery since the global financial crisis. Equity markets continue to break records, ample credit is available, yet the bullish performance appears cosmetic at times and investing in Europe in 2020 is fraught with political risks.  The US deficit doubled from $385bn to $779bn last year, the UK […]

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