Move in the right direction
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.
Dear Reader
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.
No Easter egg for investors this year
During the first quarter, global stock markets ended up surviving the prospect of a worldwide rising inflation, but the pressure on investors is not immediately easing.
The battle about the bond market
The nervousness in the financial markets has gone up in the global financial markets due to rising inflation, rising long-term interest rates, and a pressured stock market, but the situation is under control- at least right now.
Even Europe is ready for economic growth
Large European corporations are very optimistic about the future, though other developments may continue to keep investors nervous.
Chinese consumers enjoyed the New Year
The Chinese economy is currently only slightly affected by the Covid-19 crisis, so it was exciting to explore how consumer-friendly the Chinese were during the Lunar New Year holiday.
Joe Biden and the greenback
A new administration in the US also means that a new Treasury Secretary will govern the American currency policy, where reality might be different compared to the market expectations this time.
Exciting treaty between EU and China
The new agreement between the EU and China will have a major impact on the opportunities for European companies in China if EU finally approves the agreement.
Rare optimistic financial markets
Investors were still in the mood to buy all kinds of securities towards the end of 2020 and it seems to continue into January.