Another nudge down for the French economy
France went another nudge downwards on the rating scale at the rating agency Fitch, though this has happened before without much drama. However, this time, there were new arguments behind the downgrade, and they are worrying.
One Easter egg for the German economy
Some economists had predicted a rather severe recession for the German economy during 2023. The reality is better, though no more than that and most recently, Germany's government missed another chance for improving the situation.
Higher rates and liquidity shortage
In recent weeks, the fear of the banking crisis spreading in the US has increased, with some once again even talking about the perfect storm - perhaps it is in a glass of water.
Klaas Knot’s “double down” on rates
Inflation continues to challenge the central banks of Western economies, and right now the outlook remains for several large interest rate hikes in Europe.
Investors, the glass is more than half full
Not without reason, many Europeans perceive the current situation as a crisis, and it obviously runs so deep that it seems global – but it is not.
Time to buy into Far East
The global economy is still suffering from the Covid-19 pandemic, but economies will open up and investors will soon search for new opportunities – despite the coming rate hikes in the US.
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.
Two steps forward and two backwards
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.
The tide is changing
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.
Great headline growth
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.