Financial markets are waiting on U.K. & EU
Teaser: The negotiations between EU and the U.K. will start again after the summer holidays, this increases some risks, but also opportunities for investors, especially in October and November. If I should assess the British economy in a few sentences,... Read More →
Wall Street believes in a ”Goldilocks” scenario
Teaser: There is one economic situation that any investor always dreams of, it is named after the American adventurous figure “Goldilocks” – in the financial markets, it means that stocks are rising, bond yields and inflation are low, and all... Read More →
July’s Top 3 Reads
Read by tens of thousands of readers around the globe, these 3 contributions garnered the most attention this July, as published in CEOWorld Magazine (USA), Caixin Online (China), Jyllands-Posten (Denmark), Business Today (Malaysia), The Manila Times (Philippines), BusinessMirror (Philippines), LinkedIn,... Read More →
Italy – A European struggle
Teaser: It has been quiet for a couple of months now in Italy, but scratching the surface discloses that the turmoil returns in one way or the other. The importance of Italy should not be underestimated, because when United Kingdom... Read More →
A world with economic A and B nations
Teaser: Like the production of goods, the monetary policy has also been globalised over the past 30 years, but the monetary policy environment is now changing – it probably reverses and will soon reveal stress in some economies. In the... Read More →
China strikes back at US with tax cuts
Teaser: When US President Trump was heading across the Atlantic to the NATO top summit this week, he did not forget China, so he announced a further escalation of the trade war. The president has asked his government to prepare... Read More →
Germany slows down Europe’s economy
Germany and Chancellor Angela Merkel is back in the centre of the storm, and this time, it affects the financial markets. The political situation in Germany is currently moving rapidly at a pace that affects even the financial markets. This... Read More →
June’s Top 3 Reads
Read by tens of thousands of readers around the globe, these 3 contributions garnered the most attention this June, as published in CEOWorld Magazine (USA), Caixin Online (China), Jyllands-Posten (Denmark), Business Today (Malaysia), The Manila Times (Philippines), BusinessMirror (Philippines), LinkedIn,... Read More →
India also caught in Trump’s storm
On the 3rd June, the governor of the Reserve Bank of India, Urjit Patel, had a chronicle in the Financial Times that was particularly interesting. It is already old news, but the very special fact that a central bank governor... Read More →
A weak EU against a weakened U.K.
Teaser: The divorce between Britain and the EU is now approaching quickly as the deadline is 19th March next year, so the negotiations need to move on during the summer. There are just nine months left of the EU-U.K. negotiation... Read More →