Category

Podcasts

Investors are not ready for good news

The overall financial market is still strongly focused on several negative developments in many economies around the world, but investors must always be aware when everyone in the financial markets is looking in the same direction.

A new type of “bull” on Wall Street

The financial markets are currently experiencing highly dramatic interest rate increases from the US central bank Fed, though without panic thus far, but in the background is a continuously developing global macroeconomic split.

The bulls will hardly take over in Germany

The new German government has finally come into place and is now starting its work, this is unlikely to cause the financial markets to shudder right now, but some southern European countries are probably more tense.

A mighty megatrend returns

The Covid-19 crisis caused a significant drop in income for many households around the world, but at some point, the journey towards the middle class will revert again – probably in even more countries than before.

A mighty megatrend returns

The Covid-19 crisis caused a significant drop in income for many households around the world, but at some point, the journey towards the middle class will revert again – probably in even more countries than before.

China – When a giant must fall

Last week, nervous investors took an immediate sigh of relief when China Evergrande announced an agreement on one interest payment in the domestic Chinese loan market, but the company’s problems will return.

The American economy mid-2022

An increasing number of economic indicators point to less growth than expected, including the US, and the outlook is becoming more uncertain.

A consumer message to Wall Street

An end to the lockdowns in Western countries was long-awaited by the consumers, and the financial markets have been waiting to see the increased spending turn into rising corporate profits – but consumers are now sending mixed signals…