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 →
German WAI-index pointing upwards
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 →
The ECB– Running out of dry gunpowder
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 →
Global tech megatrend is threatened
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 →