Germany has significantly lagged behind the US in economic growth over the past 30yrs
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Volkswagen is staring at a potential €11 billion cash shortfall next year — a gap big enough to derail its investment plans and EV transition. Half-year profits are down 33%, and cash flow has turned negative (€1.4 billion). What’s driving the crisis? 🇨🇳 Weak sales in China 🇺🇸 Tariffs from the U.S. ⚙️ Fierce competition from fast-moving Chinese EV makers Now, cuts are hitting everywhere — marketing, sales, and even R&D. The company may be forced to sell assets just to fund new models and technologies. Executives are calling it “particularly fatal” — hitting right as Volkswagen tries to shift from combustion engines to electric. The once-unshakable German auto powerhouse is learning the hard way: 🔋 The EV race isn’t just about innovation — it’s about survival. Source: https://lnkd.in/gC5NC2YH, Bild
CPI MoM: 0.3% vs 0.4% exp. CPI Core MoM: 0.2% vs 0.3% exp. CPI YoY: 3.0% vs 3.1% exp. CPI Core YoY: 3.0% vs 3.1% exp. It’s still the hottest YoY print since January, but overall confirms inflation is easing again. Gasoline drove most of the increase, rising 4.1%, while electricity and natural gas fell. Food prices barely moved at +0.2%, with only small upticks in bakery and beverage costs. Shelter continues to cool. Rent inflation dropped to 3.4% YoY, the lowest since 2021 and monthly rent growth was the smallest in more than two years. Shelter overall rose just 0.28% MoM, signaling that housing, one of the biggest drivers of sticky inflation, is finally loosening its grip. Core CPI rose just 0.2% MoM, bringing the annual rate down to 3.0%, its lowest since June. Airline fares and apparel climbed, but used cars, insurance, and communication costs all declined. “Supercore” services ex-shelter fell to 3.3%, the lowest since May, showing that inflation pressure in service-heavy areas like travel, insurance, and recreation is softening across the board. Source: Charlie Bilello, StockMarket.news on X
Beginning in 2020, the government unleashed trillions through stimulus checks, unemployment aid, and small business loans under the CARES Act, followed by the $1.9 trillion American Rescue Plan in 2021. Although borrowing briefly slowed in 2022, new spending on infrastructure, social programs (Inflation Reduction Act), and defense reignited debt growth. Meanwhile, rising interest rates from the Federal Reserve’s inflation fight made servicing the debt far more expensive, pushing annual interest payments into the hundreds of billions. Despite strong tax revenues, the U.S. has run trillion-dollar deficits every year since 2019. Repeated debt-ceiling battles have failed to curb borrowing, as Congress consistently raises or suspends the limit. For investors, the result is a surge in Treasury supply that keeps long-term yields and borrowing costs high, while inflation expectations remain elevated—driving continued interest in gold, TIPS, and real assets as inflation hedges. Source: StockMarket.news, www.zerohedge.com