Danske Bank - Tyskland er gået i stå, men det er resten af Europa ikke - 28. november 2025

In this episode of Danske Bank's "Markedspladsen," Lars Olsen and Rune Johansen discuss the current state of European economies and financial markets. They review the past week's events, including slightly disappointing retail sales data from the US and its impact on consumer sentiment. They also touch on the UK's budget and its implications for interest rates, as well as the latest inflation figures from Europe, noting that inflation is under control. Looking ahead, they anticipate Germany's economy will rebound due to infrastructure investments, while Southern Europe shows balanced growth. They also preview the upcoming week's economic indicators from the US and China, emphasizing the uncertainty surrounding the US labor market report and its potential impact on interest rate decisions.