Expertenrat – just in time.
There are currently four questions driving the investment experts around:
The grace period is over - can Emmanuel Macron get France going? Bundestag elections - what would a black-yellow government bring to the German economy and the capital markets? Euro boom - how long will the upswing in the European currency last and what does it mean for Europe's export economy? Price targets reached in the US equity market - how should investors now trade?
// 01. Can Macron get France going?
Emmanuel Macron wants to reform the French labour market by the end of the summer. 84 percent of the experts believe that this plan will have a significant impact on the capital market. The chances of success are good. After all, two thirds of the respondents believe that Macron will achieve its first results by the end of September. As a litmus test, they see it as whether progress can be made on the following points against the resistance of the trade unions: Relaxation of protection against dismissal, breaking up compensation claims in the event of dismissal, flexibilisation in the drafting of employment contracts. Conditionality of unemployment benefits and abolition of the 35-hour week.