Lundgreen’s Global Quarterly – Reading for the holidays
As you celebrate this holiday to close off this year, we welcome you to the new Global Quarterly from Lundgreen’s Investor Insights.
Yes, not very good indeed
In the UK, the demand for a rate cut is increasing as it will help the households and probably the consumption; the government is aware of this as well.
Investors in Christmas celebration
The US central bank has spread happiness among American investors, and it will spread globally but slower than normal and patience will be needed, some might even still argue for a recession in the US.
Economy challenged by politics
President Lula's administration has sparked debates over fiscal and monetary policies despite new regulations promising to reshape the country's economic landscape.
Germany in unintended inflation fight
The German economy is completely under pressure, and well the global growth is sluggish which hurts the German export, but most problems are homemade – like this one.
China stocks sink in the Taiwan Strait
The Chinese economy treads a rocky path amid fears due to the ongoing tensions with the US, which in our view have been overstated.
Surfing on rapid growth
India’s economy faces a tall order to sustain its strong growth trajectory to outpace population increase as India is estimated to have surpassed China as the most populous nation in the world.
18 chilly months ahead
For years investors benefitted from government support and cheap liquidity. This is now over but the chilly headwinds seem to persist.
Japan remains unflinching on interest rates despite rising inflation
Japan faces higher-than-usual inflation like the rest of the world, but monetary policymakers are holding off on raising interest rates as they fear disturbing the economy’s recovery.
The Growing Concerns in Global Geopolitics
This is Lundgreen’s Investor Insights’ 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 year’s final episode, founding CEO, Peter Lundgreen, talks about the recent... Read More →