If the trend of long-term bond yields in Germany continues to rise, this may indicate that the results of the German elections will impact economic spending, with the possibility that the new government will adopt a more flexible approach toward the country's debt rules.
The results of the German elections could have repercussions on the potential for the reindustrialization of Germany through changes in energy policies that may move away from green energy. Additionally, these results could affect the defense and aviation sectors and positively impact Eastern European countries.
The economy in the U.S. is currently experiencing a slowdown, while inflation expectations are rising, affecting the markets. Most sectors have declined, except for two defensive sectors: utilities and consumer staples.
At The Family Office, we recommend avoiding concentration of investments in a single sector and instead focusing on private assets or European, Asian, Chinese, or Japanese markets.
Watch the full interview above.