The global credit ratings system is rapidly losing credibility in the eyes of LBBW Chief Economist Moritz Kraemer, who is now sounding the alarm. In this exclusive conversation, Moritz warns of major economic risks brewing beneath the surface, highlighting runaway U.S. debt and volatile American policy decisions that will destabilize markets.
Germany in the meantime is being held back by outdated investments as well as demographic shifts. Moritz stresses the urgency for Germany to innovate and reform before lasting damage is done. The country is at critical crossroads, but the potential upside is still there long-term.
Moritz Kraemer is Chief Economist and Head of Research at LBBW Bank. He is also a Senior Fellow at the Centre for Sustainable Finance at SOAS, University of London. Until 2018 he was at S&P Global as the Sovereign Ratings Group Global Chief Ratings Officer, overseeing the analysis on the creditworthiness of over 130 governments worldwide.
---- 📌 Subscribe to never miss episodes of the You’re in Business podcast: @ygemedia. Links to our promotional partners are in the show notes. Thank you for watching!
---- 🗒️ Time Stamps
00:00 Warm Welcome to the Show, Pulse Check
02:20 German Competitiveness in the New World
05:25 "Schuldenbremse" Debt Brake Reforms?
07:40 Potential Tariff Deals between the EU & US
09:35 Use of EU “Digital Tax” as “Nuclear Option”
13:02 Fact Check: Are We Already in a Recession?
17:04 Reality Check on De-Dollarization, CHF, CAD
19:10 Euro Strength, Outlook for ECB Rate Cuts
22:10 Fed Choice: Save US Economy or US Dollar?
23:59 Wow: Big Ratings Agencies Still Very Slow
26:15 US Deserves to be Downgraded Right Now
28:37 Rational Expectations Theory NOT Rational
31:36 Guiding Principles: Stay True to Yourself
33:15 Sizable Short Position on the Stock Market
35:17 Gold "Overbought"! Market Not Big Enough
38:47 Morning Focus w/ No Breakfast, Only Coffee
----
By hekayaproductions.com
----
DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #investments #economics #tariffs
Popular Podcasts
24/7 News: The Latest
The latest news in 4 minutes updated every hour, every day.
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Crime Junkie
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.