Deutschland und seine Nachbarn

FRANKFURT – Als ich neulich in Deutschland war, sind mir zwei unterschiedliche Erzählungen aufgefallen. Die erste handelt von einer starken deutschen Wirtschaft mit geringer Arbeitslosigkeit, starken Finanzen und ausreichend Wettbewerbsfähigkeit, um die dynamischsten Segmente der globalen Nachfrage befriedigen zu können. Die andere Erzählung beschreibt eine Wirtschaft, die durch die endlose europäische Schuldenkrise belastet ist, deren Schuldige die Verantwortung und ihre Zahlungsverpflichtungen auf Deutschlands makellose Bilanz abschieben wollen.

Beide Erzählungen sind plausibel. Aber sie können nicht auf Dauer nebeneinander bestehen. Auf jeden Fall hat es ein gutes Haus in einer sich verschlechternden Nachbarschaft schwer. Entweder die Nachbarn bessern sich, oder der Wert des Hauses fällt. Und entscheidend ist, welche Erzählung letztlich bestehen bleibt – für Deutschland, für Europa und für die Weltwirtschaft.

Deutschland erntet heute die Früchte vieler Jahre verantwortungsbewussten Wirtschaftens im Inland. Die deutschen Politiker haben die öffentlichen Finanzen dauerhaft solide gehalten und zur Förderung der internationalen Wettbewerbsfähigkeit schwierige Strukturreformen durchgeführt, darunter schmerzhafte Arbeitsmarktreformen. In Folge ist Deutschland heute eines der wenigen Industrieländer, in dem viele Arbeitsplätze geschaffen und die finanzielle Stabilität aufrecht erhalten wurde. Mit anderen Worten ist es das AAA der AAAs.

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