HSBC’s Kettner Doubts a Strong Rotation Out of U.S. Equities

The video discusses Germany's economic response, highlighting the DAX's performance and the country's fiscal measures, including the furlough scheme. It compares Germany's approach to other eurozone countries and the US, focusing on income substitution and social policy. The impact of the euro's strength on inflation and growth is also analyzed, with a look at consensus expectations for economic growth in 2021.

What factors contributed to the German DAX outperforming other equity markets?

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In what ways did the furlough scheme in Germany impact its economic recovery post-2008 financial crisis?

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How has Germany's fiscal response to economic challenges differed from that of other countries?

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What are the implications of the trade-weighted euro on inflation and growth in the eurozone?

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How do consensus expectations for US growth compare to those for the eurozone?

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