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Austrian Liberals Hold Party Vote Crucial to Future Coalition Government

Beate Meinl-Reisinger, leader of Austria's small, liberal Neos party, called on party members to make history on Sunday and support what she sees as a move supporting liberal democracy as they voted on whether to join a proposed coalition government. Three centrist parties announced coalition deal last week; Neos members must approve the deal to join next government if they do not, two-party coalition has one-seat majority. Government to be sworn in on Monday after historic wait.

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Germany's Merz and SPD Clear First Hurdle to Forming Coalition Δ1.81

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German Conservatives, Social Democrats to Start Exploratory Talks on Friday Δ1.80

Exploratory talks between Germany's conservatives and the Social Democrats are set to begin on Friday, as senior figures from both parties engage in crucial negotiations to form a coalition government. The discussions, led by Friedrich Merz of the conservative bloc and Olaf Scholz of the Social Democratic Party, aim to bridge the deep differences between the two parties. A successful outcome would be a significant departure from the country's recent history of coalition governments.

Elements of German Parties' Coalition Paper Δ1.79

Friedrich Merz's conservatives and the Social Democrats (SPD) have concluded preliminary discussions aimed at forming a coalition government, outlining a comprehensive 11-page position paper on key policy areas. The proposed measures include stricter border controls, a reformed welfare system, energy price reductions, and targeted economic growth strategies, alongside support for industries deemed strategic. The coalition's success hinges on legislative approval of significant financial measures, including a 500-billion-euro infrastructure fund, which faces opposition from various political factions.

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Western Australia Polls to Test Popularity of Albanese's Party Δ1.75

The state of Western Australia will hold its final political contest before Prime Minister Anthony Albanese calls a national election, with the outcome expected to influence his re-election prospects. Albanese's Labor party is widely favored to win, but the conservative opposition Liberal party hopes to weaken their grip on power and pressure the Prime Minister. The ruling party has maintained a strong presence in the state parliament, with Premier Roger Cook likely to secure a third consecutive term.

German Lawmakers Set Timetable in Race for Borrowing Bonanza Δ1.75

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Germany's Conservatives, SPD Agree Debt Brake Reform Proposal Δ1.74

Germany's conservative parties and the Social Democrats (SPD) have reached a consensus to pursue reforms to the country's debt brake, aiming to facilitate increased defense spending and the establishment of a substantial 500 billion euro infrastructure fund. This agreement highlights the urgency of addressing national challenges and reflects a strategic shift in fiscal policy to bolster economic resilience. The collaborative effort showcases a willingness to adapt to changing geopolitical demands while balancing fiscal responsibility.

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German Far-Right Challenges Attempt to Put Spending Plans to Old Parliament Δ1.72

The Alternative for Germany (AfD) party has submitted urgent legal motions to the constitutional court, seeking to block a planned convening of the outgoing German parliament to consider a significant half-trillion-euro spending package. The proposed changes aim to expand defense and infrastructure spending, sparking concerns about potential constitutional implications. However, the far-right party is challenging this move due to concerns over its legitimacy.

Canada Liberals to Announce Trudeau's Successor in Midst of US Trade War Δ1.72

Canada's Liberal Party is set to announce the successor to Prime Minister Justin Trudeau, who is stepping down after over nine years in office amid a fraught trade war with the United States. Former central banker Mark Carney leads the race, garnering significant support and endorsements from party members, positioning himself as a strong candidate to navigate the economic challenges posed by U.S. tariffs. The incoming leader will face immediate decisions regarding the Liberal government's confidence and may need to call an election as Parliament reconvenes.

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Barbara Hendricks, designated German Environmental Minister of the Social Democratic Party (SPD), has made it clear that fracking is off the table in Germany due to environmental concerns. The SPD politician stated that the party's coalition agreement had included a commitment to not allow fracking as long as it only uses chemicals. This move can be seen as a significant shift in the country's energy policy, putting Germany at odds with other major economies.

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Merz seeks talks with France and UK on sharing nuclear weapons, but not as a substitute for US protection. Germany is bound to non-nuclear defence due to its Second World War past, but participates in NATO weapons-sharing arrangements. Merz plans coalition by Easter, crucially needing Green Party support to pass key financial measures.

Hungarian Government Plans Constitutional Change to End Pride March Δ1.71

The Hungarian government plans to amend its constitution soon, a move that will emphasize child protection and potentially pave the way for a ban on the annual Pride march. Prime Minister Viktor Orban's administration has been critical of LGBTQ+ communities and has pledged to restrict funding for independent media and NGOs in Hungary. The planned constitutional change is seen as an attempt to silence critics and promote a Christian-conservative agenda.

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The Australian center-left Labor party has secured re-election in Western Australia, a significant victory that bolsters its stronghold on the state. Premier Roger Cook's re-election marks a third consecutive win for Labor in Western Australia, with the party winning 40 seats compared to the Liberal opposition's four. The strong showing of Labor in the crucial Western Australian election is seen as an extraordinary result.

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The European Central Bank is poised to cut interest rates again, driven by simmering trade tensions and investors' concerns about Germany's fiscal rulebook overhaul. However, the timing and magnitude of the rate cuts remain uncertain due to the ongoing uncertainty surrounding US-China trade relations and the impact on the eurozone economy. As the ECB's policy decision looms, market participants will be closely watching for any signs of a shift in the central bank's stance.

Hottest Trade in Bonds Gets Boost From German Spending Plan Δ1.71

The German government's plan to invest hundreds of billions of euros in defense and infrastructure is boosting a popular trade in bond market, known as a curve steepener, where investors bet that securities maturing in the more distant future will underperform shorter-term notes. The gap between two- and 10-year German yields has widened to its most in two years, with investors expecting higher government spending to result in increased bond issuance, faster growth, and possible inflation. This trade is gaining momentum as investors anticipate that Germany's parliament will pass the spending plan, despite a challenge from the Green party.

German Debt Has Worst Day Since Aftermath of Berlin Wall’s Fall Δ1.71

The yield on Germany's 10-year bonds surged 30 basis points, their worst day since the fall of the Berlin Wall, as Chancellor-in-waiting Friedrich Merz unveiled a sweeping fiscal overhaul that will unlock hundreds of billions of euros for defense and infrastructure investments. The plan has prompted hopes that it will boost the European economy and put the euro on track for its best three-day run since 2015. However, investors have long argued that Germany's tight fiscal constraints are hampering national growth.