Developments on Green Energy
This is Lundgreen’s Investor Insights’ new podcast where we talk about the whys and hows on our views of the global financial markets in light of today’s trends. For this episode, our founding CEO, Peter Lundgreen, talks about green energy as... Read More →
Lula’s call on rate cuts slow Brazil’s GDP
Lula's approach to the country’s central bank has worsened both inflation expectations and has sent fixed income yields higher in recent months.
ChatGPT leads to a regular AI boom in China
Historically, China started slowly within the AI development, but the sector has grown, and now everyone is rushing into "AI 2.0".
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.