Investors await China’s growth hungrily
Teaser: The Chinese economy is trying to recover from the Covid-19 outbreak, though if the government initiates recovery help, then the Chinese single market will develop even faster. Due to the Covid-19 outbreak, the National People’s Congress that should have... Read More →
The global economy collapses, right now
Teaser: The stock markets have lately rebounded significantly, though it happens ahead of a world economy that explores a historical stress situation. A few years ago, my wife and I visited an Indian city with a couple of million inhabitants,... Read More →
Investors and the falling angels
Teaser: In any crisis, downgrades of creditworthiness will hit a number of companies, which in turn, provide interesting opportunities for investors. But this time, Covid-19 might also disrupt a good night’s sleep for a few finance ministers. Right now, several... Read More →
Fear still hunts Wall Street
Teaser: Covid-19 continues to spread fear and volatility in the financial markets, it feels endless at the moment, though one day, it will end. When I first considered how negative the stock markets would react to the Covid-19 over a... Read More →
China is up and running again right now
Teaser: China was the first country to be hit by the Covid-19, but the economy is also the first to find its way back on track to prior high growth rates– that’s the plan, at least. In China, people are... Read More →
The end of monetary policy is reached
Teaser: The US central bank has been particularly active in March in trying to curb the panic in the financial markets, while some actions have made good sense, others are no longer working. It’s natural for central banks to react... Read More →
The battle about North Atlantic free trade
Teaser: The Brexit negotiations between the European Union and United Kingdom started the 2nd March, though this will also create pressure to push for transatlantic free trade deals. British Prime Minister Boris Johnson has said that he wants a free... Read More →
The global growth is too strong to die from Covid-19
Teaser: The Covid-19 virus is now spreading across the world, and so is the fear in the stock markets, but investors risk being caught in an irrational trap. I will allow myself to start with a warning to the stock... Read More →
Global inflation dives due to Covid-19
Teaser: The outbreak of the Covid-19 virus now starts to be noticeable in the global economy, and despite the surprising calmness among investors, the game might change. What’s for certain is that global inflation will dive, temporarily at minimum. The... Read More →
US election campaign will rock markets
Teaser: In the US, the primary election race has begun, which normally doesn’t affect the financial markets significantly, but this time, Wall Street will react stronger than normal on the election campaigns. The US presidential election race has now really... Read More →