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Financial markets are waiting on U.K. & EU

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Teaser: The negotiations between EU and the U.K. will start again after the summer holidays, this increases some risks, but also opportunities for investors, especially in October and November. If I should assess the British economy in a few sentences, it will be that the U.K. has its macroeconomic challenges, but they are no bigger...
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July’s Top 3 Reads

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In case you missed any of our published articles for the month of July, below are the Top 3 Reads the global media found most interesting:   1. China strikes back at US with tax cuts When US President Trump was heading across the Atlantic to the NATO top summit this week, he did not...
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Italy – A European struggle

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Teaser: It has been quiet for a couple of months now in Italy, but scratching the surface discloses that the turmoil returns in one way or the other. The importance of Italy should not be underestimated, because when United Kingdom leaves the European Union (EU) next year, Italy moves up as a clear number three...
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A world with economic A and B nations

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Teaser: Like the production of goods, the monetary policy has also been globalised over the past 30 years, but the monetary policy environment is now changing – it probably reverses and will soon reveal stress in some economies. In the 1980’s, China slowly opened its economy, and soon became an outsourcing destination for the production...
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China strikes back at US with tax cuts

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Teaser: When US President Trump was heading across the Atlantic to the NATO top summit this week, he did not forget China, so he announced a further escalation of the trade war. The president has asked his government to prepare a 10 pct. import duty on Chinese goods of another $200 billion. According to various...
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