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One Easter egg for the German economy

On the Wednesday before Easter, there came an Easter egg in the basket for the German economy. In February, the factory orders jumped to a 4.8 percent growth compared to January, as graph one shows. This was much higher than the expected increase of 0.3 percent for February. This kind of figure undeniably gives hope...
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Higher rates and liquidity shortage

If one imagines a huge dam, the water in the agitated lake is typically completely calm, but one can still imagine the destructive forces that will be unleashed if the dam breaks. If you are below the dam in the gorge or the valley, the impression becomes even more monumental. In the same place, one...
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Klaas Knot’s “double down” on rates

My expectation for the council meeting on 16th March in the European Central Bank (ECB) is clear that the central bank will raise interest rates by 50 basis points, but it will not be a surprise either. If one listens to the statements of various members of the Governing Council, as well as the guidance...
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Looking Back at 2022 and Moving Forward to 2023

Welcome to 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. To commemorate this inaugural episode, our host is joined by none other than Peter Lundgreen, the Founding CEO of Lundgreen’s Capital. In this episode, they talk about...
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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. The other day, I received an invitation to participate in a large conference from a very well-known Danish organisation, and I was naturally happy to receive the invitation....
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Year of the Rabbit will be a good year

Since the big sell-off in the Chinese stock market in October last year, stock prices have risen sharply, which naturally is starting to attract attention. I do not know whether the investors have taken advantage of the Year of the Rabbit that officially started on 22nd January in China. However, there has clearly been a...
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Global inflation has peaked, but…

Inflation continues to impact many of the movements in the financial markets around the world, but the speed of the coming retreat in inflation rates is also of decisive importance. The Britons will, of course, be delighted if the inflation rate starts to drop again. In October, inflation reached 11.1 percent, as graph one shows;...
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Investors are not ready for good news

The overall financial market is still strongly focused on several negative developments in many economies around the world, but investors must always be aware when everyone in the financial markets is looking in the same direction. Throughout the last six months, I have argued that the financial markets are experiencing a huge correction. The correction...
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The European Central Bank will be busy

The European Central Bank is behind in hiking interest rates, though more work might arise since spontaneous energy crises can also create unexpected hyperinflation periods during the rest of this decade. The annual symposium for central bankers in Jackson Hole, Wyoming, USA, was back in full force over the weekend of 26th to 28th August....
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Credit quality beats rate hikes

Italy’s current credit rating has been set to “negative outlook” by Moody’s, and though it may still take a while before it formally becomes a significant change, investors should be quicker to react. The Covid-19 crisis has been a burden on government debt in many countries and has resulted to government debt as percentage of...
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