Wednesday, January 18, 2012

Mrs. Merkel, it's basic math. And you know math! (Black Swan Capital)




The Trillion dollar question is this:  Is Germany willing to transfer 5-10% of its GDP to the periphery countries in order to sustain demand for Germany goods; or alter its growth model by stimulating consumer demand to drive Eurozone rebalancing and a glimmer of growth hope for the periphery?

Currency Currents 18 January 2012

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