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A number of economists have revised their outlook on the U.S. economy which means that I have gone from what looked like being a pessimist to almost being a distinctive optimist.

During this second quarter, it is my expectation that especially European investors will have to move towards a more balanced view of China's economy. It will actually be a big change since a large part of the financial markets have focused on a "hard landing" for China's economy.

The central bank had indicated that the continued decline in inflation could lead the way for lower interest rates. It probably cheers the medium-sized companies in India as they have long complained about the high-interest rates.

The financial markets were dominated by fear where the United States and thus the dollar in the past would be a “flight-to-safety” destination.

The global economy is under pressure and it changes quite quickly for several reasons. Last year almost all economists forecasted that Germany would generate a higher GDP growth in 2016 compared to 2015.

Spring moves up through Europe with an average of 40 km. per day. When our good friends in Munich say that spring has arrived then there are only three weeks until it reaches Denmark. But this year the arrival is somewhat delayed, however, when it arrives, an explosion of activity spreads across the country where everybody wants to be outdoor. Garden centers, building centers, restaurants with outdoor seating, etc. enjoy the explosive activity and it is quite charming.

The German finance minister made it clear that a British exit (Brexit) from the EU would prompt years of negotiations and it would be very expensive.

The “unease factors” can beat all other rational models or good arguments and they might hit the stock market hard as unease can spin into fear.