Philippine economy out of the woods
Covid-19 infections are far from being under control globally, but it is realistic to talk about the time after the Covid-19 crisis, and some countries are now putting the crisis behind them.
No one is hoarding toilet paper in the UK
Just two months ahead of a potentially hard Brexit, British consumers are not hoarding anything, though this could be an indication for investors to hoard British stocks.
China prepares for 100-year anniversary
All countries are fighting for economic growth, including China, but next year marks a special year in China, an event that Beijing has been dedicatedly working on over the past ten years.
German economy in triple spin
Covid-19 tightens its grip once again on Europe, including Germany, revealing the vulnerability of the German economy.
How to preserve money in the future
The low interest rates are increasingly forcing long-term investors to consider what a capital preservation looks like in the future, and are thus, pressured to change their allocations.
Strong trust in Chinese consumers
The next Chinese five-year plan will most likely include the so-called "dual circulation" plan, where higher private consumption is a key element, which will attract interest.
Donkeys And Elephants Hit Wall Street
Together with the first TV debate, the US presidential election campaign is entering the hot phase, but the electorate has moved again, and this may well challenge Wall Street.
Trends and returns beyond Covid-19
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 →
A tsunami of SME bankruptcies ahead
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 →
Make your bet together with the Fed
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 →