US stock market is no threat to consumption
Teaser: A downturn in the American economy will hurt the US stock markets, but a sell-off on Wall Street won’t necessarily damage the American GDP growth quite as much– it’s another sign of changing macroeconomic dynamics. It is well-known that... Read More →
Investors fear 2020
Teaser: Many investors remain surprisingly cautious about the outlook for 2020, despite a growing number of arguments that are more positive. Two weeks ago, I spoke at a conference for institutional investors, and it once again surprised me how nervous... Read More →
China is running out of bridges
Teaser: For many years, China’s GDP growth has been supported by large public investments in infrastructure, but China’s government now quickly needs to find other solutions. The number of road bridges in China has increased from 658,000 in 2010 to... Read More →
October’s Top 3 Reads
Read by tens of thousands of readers around the globe, these 3 contributions garnered the most attention this October, as published in CEOWorld Magazine (USA), Caixin Online (China), Jyllands-Posten (Denmark), Malaya Business Insight (Philippines), The Manila Times (Philippines), BusinessMirror (Philippines),... Read More →
Soon investors will smile again
Teaser: Investors will be faced with more disappointing economic data the coming months, though it will force governments to increase fiscal spending, much to the joy of investors and the financial markets. The monthly economic report from the German central... Read More →
ECB– A lost central bank
Teaser: The central bank for the Eurozone is currently the centre for heavy discussion– it might be a sign of a dysfunctional monetary union. During the past two weeks, a storm has hit the European Central Bank (ECB). The minutes... Read More →
The investor’s dream- an AI profit machine
For a couple of days, I have had the pleasure of being in sunny Barcelona in Spain. Though it wasn’t the palms on the beach that was the attraction, but rather, a 1,000-person fixed income convention, where I was invited... Read More →
Giant fintech market in shake-up
Teaser: China’s central bank, People’s Bank of China (PBoC), mulls a shake-up of the mobile payment sector, which can have a huge impact. Those who have visited China most probably noticed immediately that everybody uses a QR code on their... Read More →
“Poli talks” continue as investor headache
Teaser: Many investors dream about having less of the tough political rhetoric and macroeconomic interference, but the reality looks different. Very respectable and fine organisations like The International Monetary Fund (IMF) have throughout the year revised their global GDP growth... Read More →
Global debt is not a problem
Teaser: The investor’s trust in the monetary policy is fading, and the fear for a price bubble in the bond market is increasing, which is equal to rising volatility. On the 12th September, the European Central Bank (ECB) cut the... Read More →