◀ The Principal Blog

Short and Sharp: In an uncertain world, German voters value continuity and stability



The German economy seems to be going from strength to strength. Unemployment has fallen to just 3.8%, consumer confidence is encouragingly positive, and the Ifo business confidence index is close to record highs. Perhaps it is no wonder that Angela Merkel is likely to win a fourth term as German…

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Short and Sharp: a softer Brexit but still a weaker pound



There are many anxieties for investors in global markets. The one keeping me up at night is Brexit. Having defied all the negative economic forecasts following last year’s Brexit referendum, the UK economy is now losing momentum. GDP growth in first quarter was just 0.2%, and 0.3% in second…

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