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December 5, 2017
Region:
We have lifted our GDP forecasts for 2017 and 2018 about half a point to 2.3%, as capex is boosted by an improved export outlook, which in turn is driven by the global capex cycle. The difficult formation of a new government – while not encouraging with regard to Germany’s longer-term challenges – should have limited impact on the short-term outlook. [more]
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