Germany’s fiscal pivot gives Europe rare hope
Viewsroom
Reuters
4.4 • 58 Ratings
🗓️ 13 March 2025
⏱️ 24 minutes
🧾️ Download transcript
Summary
Transcript
Click on a timestamp to play from that location
| 0:00.0 | The views expressed on this podcast are those of the participants, not of Rojorders' news. |
| 0:09.9 | Yeah, this is like the kind of big puzzle, big, you know, problem with Europe, |
| 0:14.1 | is that Germany, its biggest far away and its biggest economy, |
| 0:17.4 | was not prepared to kind of put its physical foot down and, you know, go for growth in that way. |
| 0:25.6 | And now, because it's been shoved into it, it probably will be. |
| 0:31.6 | And so that just changes the dynamic in an interesting way. |
| 0:38.0 | In a matter of weeks, Donald Trump has upended America's relationship with Europe. |
| 0:43.7 | His questioning of the NATO alliance, as well as the warning that the US is no longer |
| 0:48.2 | Europe's protector, is driving investors to scoop up shares in presumed winners like |
| 0:53.6 | German defence firm Ryanhein Matal. |
| 0:56.0 | Investors are also grappling with the implications of trade wars between the US and Europe. |
| 1:01.0 | This is all changing the dynamics between Europe and the US. |
| 1:05.0 | Europe wants a lumbering market with demographic issues that were likely to stem growth |
| 1:10.0 | is now looking more exciting, |
| 1:11.8 | thanks to the new German leader who plans to abandon a fiscal handbrake. How CEOs and other |
| 1:18.1 | leaders can take advantage of the situation and its impact on companies and markets is the focus |
| 1:23.0 | of this week's Viewsroom. |
| 1:33.5 | Welcome back to the Views Room, the weekly podcast that invites you the listener into a lively debate about the big stories of the week. And I'm your host, Amy Donnellin. And I'm Jonathan |
| 1:38.8 | Guilford. So Jonathan, the tables are beginning to turn. I think it was like before Donald Trump became president, it was pretty much every month there was a company talking about moving its listing to the US, wanting to look a bit more American. George Hay, who we're going to have on in a second, you know, wrote about |
| 2:18.7 | Hulsome, you're basically, you know, doing something to essentially make itself look more |
| 2:23.1 | American, which you can talk to us about. What is the view from the US? Because obviously, |
| 2:28.7 | in this scenario, it looks like Europe is becoming more appealing. There's more draw to Europe, |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Reuters, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Reuters and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.

