Matthias Matthijs

The German fiscal package is massive (10-20% GDP). - 500 billion 10Y fund for public investment - All defence spending above 1% of GDP not counted for debt brake. - Federal states can borrow 0.35% p.y. for investment. Germany is back - economically +militarily. 1/x

"MASSIVE FISCAL PACKAGE OUT OF BERLIN" I posted this to the other place a couple of hours ago. I stand by it. Just what the doctor ordered. I've been (rightly...) bearish for years, but up your growth estimates for Germany. This country has many strengths and it'll work.

The changes taking place in Germany and indeed all of Europe may be as significant as the changes taking place in the United States. https://t.co/kXnL38txV4

🇩🇪 What the German government just announced is nothing short of extraordinary. We’ve been waiting for a fiscal policy shift for twenty years; the US president got us there in ten days.

CDU/CSU-SPD agreement: - Defence spending above 1% of GDP to be exempted from debt brake calculations - 500bn debt-fiannced special fund for infastructure - Easing of debt brake for Germany's states, which currently may not run structural deficits at all

Vielen Dank, lieber @EmmanuelMacron, für Deine Freundschaft und Dein Vertrauen in die deutsch-französischen Beziehungen. Zusammen können unsere Länder Großes für Europa erreichen. Merci beaucoup, cher @EmmanuelMacron, pour ton amitié et la confiance que tu accordes aux relations https://t.co/eXv0tWqQ3h

Polls close shortly in Germany. What a good election outcome for Europe would look like: - stable two-part government formed swiftly - AfD underperforming (sub-20%) - clear 2/3 majority (420+ seats) for debt-brake reform - parties pivoting fast from campaign to wider realities

Merz just said on German TV that the primary priority of his government will be to ensure that Europe can achieve full strategic independence from the United States in the defence against Russia. Merz was once a die hard Atlanicist. After Trump he is a Gaullist. Extraordinary.

There's something quite tragic about Macron having been right years before everyone on strategic autonomy only for people to brutally realise it when Macron is at his absolute weakest politically. A whiff of greek tragedy even.

french far-right leader jordan bardella canceled his remarks at cpac today reason given: “one of the speakers allowed himself, out of provocation, a gesture referring to nazi ideology.” https://t.co/RC26VZ3AbB