March 14, 2023
Klaas Knot’s “double down” on rates
Inflation continues to challenge the central banks of Western economies, and right now the outlook remains for several large interest rate hikes in Europe.
February 14, 2023
Investors, the glass is more than half full
Not without reason, many Europeans perceive the current situation as a crisis, and it obviously runs so deep that it seems global – but it is not.
January 31, 2023
Year of the Rabbit will be a good year
Since the big sell-off in the Chinese stock market in October last year, stock prices have risen sharply, which naturally is starting to attract attention.
November 25, 2022
Global inflation has peaked, but…
Inflation continues to impact many of the movements in the financial markets around the world, but the speed of the coming retreat in inflation rates is also of decisive importance.
October 24, 2022
Investors are not ready for good news
The overall financial market is still strongly focused on several negative developments in many economies around the world, but investors must always be aware when everyone in the financial markets is looking in the same direction.
September 7, 2022
The European Central Bank will be busy
The European Central Bank is behind in hiking interest rates, though more work might arise since spontaneous energy crises can also create unexpected hyperinflation periods during the rest of this decade.
August 19, 2022
Credit quality beats rate hikes
Italy's current credit rating has been set to "negative outlook" by Moody's, and though it may still take a while before it formally becomes a significant change, investors should be quicker to react.
August 3, 2022
A new type of “bull” on Wall Street
The financial markets are currently experiencing highly dramatic interest rate increases from the US central bank Fed, though without panic thus far, but in the background is a continuously developing global macroeconomic split.
February 4, 2022
Time to buy into Far East
The global economy is still suffering from the Covid-19 pandemic, but economies will open up and investors will soon search for new opportunities – despite the coming rate hikes in the US.
December 12, 2021
The bulls will hardly take over in Germany
The new German government has finally come into place and is now starting its work, this is unlikely to cause the financial markets to shudder right now, but some southern European countries are probably more tense.