Germany 2026 Economi... dari Irie

Germany 2026 Economic Outlook Tepid Recovery: IW expects Germany’s economy to stay sluggish as exports weaken and global trade slows. GDP Forecasts: 2025: +0.1% 2026: +0.9% (boosted partly by more working days). Calendar Effect: Nearly 2.5 extra working days will contribute about a third of 2026’s growth. Govt vs IW Forecasts: Economy Ministry sees 1.3% growth in 2026 — higher than IW’s estimate. Global Drag: World trade growth expected to drop from 4.5% in 2025 to just 1.5% in 2026 due to U.S. tariffs and geopolitical tensions. Investment Pressure: Weak foreign trade dampens private investment; government investment likely to remain limited. #GermanyGDP# #Economy# #IWInstitute# #globaltrade#

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Here’s why Deutsche Bank expects the dollar to weaken further next year Deutsche Bank outlook: Analysts expect the U.S. dollar to weaken further in 2026, but at a slower pace. Dollar index performance: The index fell over 6% in the past year against major currencies. Policy impact: Tariffs, rising U.S. debt concerns, and Fed independence worries pressured the dollar in 2025. Trump factor: The shock from Donald Trump’s return to the presidency earlier in 2025 is considered "now over." Analysts cited: George Saravelos and Tim Baker authored the Deutsche Bank note.

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Meta in Talks to Buy Google Chips; NVIDIA Hit, Alphabet Surges Meta is discussing a multi-billion-dollar deal to buy Google’s AI chips (TPUs) for its data centers starting 2027, per The Information. Meta may also rent TPUs from Google Cloud as early as next year. If finalized, this would be Google’s first major move to sell TPUs externally, shifting it from internal-use chips to direct competition with NVIDIA. Google Cloud executives believe the strategy could capture up to 10% of NVIDIA’s annual revenue. Market reaction: NVIDIA −4.1% premarket, set to lose ~$180B in market cap. Alphabet +4%, on track toward a $4T valuation. Takeaway: A Meta–Google chip deal would be the first real threat to NVIDIA’s dominance in AI hardware. #meta #nvidia #alphabet #google

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The Japanese Yen continues with its relative underperformance amid the BoJ uncertainty. Invention fears and the risk-off impulse could offer some support to the safe-haven JPY. Economic concerns keep the USD depressed and might cap gains for the USD/JPY pair.

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