The US recession that never will come
Teaser: It has been an ongoing discussion since last August as to when the US economy will enter a recession, though it seems it will take something big to knockout the world’s largest economy. Just back in August and September... Read More →
February’s Top 3 Reads
Read by tens of thousands of readers around the globe, these 3 contributions garnered the most attention this February, as published in CEOWorld Magazine (USA), Caixin Online (China), Jyllands-Posten (Denmark), Business Today (Malaysia), The Manila Times (Philippines), BusinessMirror (Philippines), LinkedIn,... Read More →
China’s missing baby boom
Teaser: With fewer babies currently being born in China compared to earlier years, it is expected to affect demographic development in the long-run, but it will immediately impact the Chinese consumption pattern. The economic growth during the past decades throughout... Read More →
Another dove in the flock
Teaser: Dutch central bank governor Klaas Knot found himself amidst some media attention lately, as he went through a metamorphosis of being a monetary hawk to becoming a dove. The ornithological reference is taken from Anglo-Saxon expressions, where monetary hawks... Read More →
Brexit and all the other stuff
Teaser: Tuesday last week, the British parliament took another debate about the Brexit, including a new round of ballots in an attempt to find a way forward, though that didn’t change much. Most likely, many already have an opinion whether... Read More →
China’s economic downturn
Teaser: China is again in the headlines with fears of lower growth– this will happen for sure, but the long-term change in consumption in China becomes a much greater challenge. On January 2nd, Tim Cook, CEO of Apple, warned about... Read More →
Middle-class beats high tech II
Teaser: A global long-term development, or mega trend, appears to have accelerated through 2018 and the speed currently continues, opening-up new opportunities. During the recent years, I, among many investors, have experienced what I call the “Tesla syndrome”- where the... Read More →
German central bank remains optimistic
Teaser: Just before Christmas, the German central bank published its monthly report with a bright outlook for the German economy several years ahead – but that was not enough to reassure the financial markets. On Monday, the 17th December, the... Read More →
An exciting currency year awaits in 2019
Teaser: The coming year will start-up with higher volatility, though at the same time it offers good opportunities for investors. The year that is now fading-out has prompted a couple of hefty currency crises and general headwinds in many emerging... Read More →
Warning from the Bank of Italy
Teaser: The Italian central bank recently published a report that barely pleased the government of Rome, though it is worth the read. Since spring, it has been well-known that the new Italian government has been on its way with expansive... Read More →