Týdenní výhled: V Německu vyhrála CDU/CSU s 28,6 % hlasů. Výsledky se budou točit kolem Nvidie

from Patria Podcasts · host Patria Podcasts

Týden začíná politikou, když trhy reagují na výsledky německých voleb. Vítězství CDU/CSU sice není takové, aby umožnilo jednoduché sestavení koaliční vlády, ale reakce je pozitivní s ohledem na větší šanci na posílení vládních výdajů. Ačkoli Německo asi rychle zmizí z prvních stránek novin, politika zůstává důležitým tématem i dál. Donald Trump se zaměřil pro tentokrát na Čínu a po obecnějším memorandu mohou následovat konkrétní opatření. To však neznamená, že nepřijde další útok na Evropu, Kanadu atp.

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This episode was published on February 25, 2025.

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