Economic Spotlight

Teaser: The global economic crisis caused by the Covid-19 will bring huge changes, though many investors may not have priced in all the new directions yet. A majority of the revised long-term views on the financial markets that I have... Read More →

Teaser: In the stock markets the general optimism is obvious, but smaller companies in many countries are kept afloat by access to extra liquidity- though earnings remain scarce. Every day I get questions like how much the stock market can... Read More →

Teaser: Crises call for new ideas, or at least a relaunch of good old initiatives, which is currently the case at the US Federal Reserve Bank, where they have introduced TALF again. It’s right to praise the US Federal Reserve... Read More →

Teaser: The Covid-19 crisis is also hurting the German economy with a sharp drop in the GDP growth, though the Bundesbank’s WAI-index signals light at the end of the tunnel, which will please many investors. In mid-May, the German central... Read More →

Teaser: The EU has agreed about a giant economic rescue package, though The European Central Bank already used its monetary firepower. On Tuesday, the 21st July, all EU countries have finally agreed on the historically large EUR 750-Billion economic rescue... Read More →

Teaser: Infrastructure investments might be challenged in many countries, as the fiscal firepower will most likely be used towards rescuing the economy, though the winning governments and countries will continue investments in digital infrastructure. Since the start of this year,... Read More →

Teaser: The European answer to the economic downturn following the Covid-19 crises is another rescue fund, which will soon become a reality, though it’s not a magic solution and new problems will arise. On Tuesday, 7th July, the European Commission... Read More →

Teaser: The UK economy has been in a fluctuant on and off crisis mode since the Brexit vote years ago, though combined with the economic effects brought about by the Covid-19, this mode is on the rise again in the... Read More →

Teaser: The Covid-19 pandemic is reaching a global high, but many countries are already trying to get back in the game to ensure growth and prosperity, and this is quite exciting. The hope is that the economies will naturally follow... Read More →

Teaser: The Covid-19 crisis continues to command attention all around the world, but investors could be challenged by old cases like the Phase One trade deal between the US and China. For 2020, China has agreed to purchase USD 36.5... Read More →