The end of monetary policy is reached
Teaser: The US central bank has been particularly active in March in trying to curb the panic in the financial markets, while some actions have made good sense, others are no longer working. It’s natural for central banks to react... Read More →
The battle about North Atlantic free trade
Teaser: The Brexit negotiations between the European Union and United Kingdom started the 2nd March, though this will also create pressure to push for transatlantic free trade deals. British Prime Minister Boris Johnson has said that he wants a free... Read More →
The global growth is too strong to die from Covid-19
Teaser: The Covid-19 virus is now spreading across the world, and so is the fear in the stock markets, but investors risk being caught in an irrational trap. I will allow myself to start with a warning to the stock... Read More →
Global inflation dives due to Covid-19
Teaser: The outbreak of the Covid-19 virus now starts to be noticeable in the global economy, and despite the surprising calmness among investors, the game might change. What’s for certain is that global inflation will dive, temporarily at minimum. The... Read More →
US election campaign will rock markets
Teaser: In the US, the primary election race has begun, which normally doesn’t affect the financial markets significantly, but this time, Wall Street will react stronger than normal on the election campaigns. The US presidential election race has now really... Read More →
India’s fiscal budget disappoints
Teaser: There is always excitement whenever India’s fiscal budget is approved, and this year, the stock exchange even had open on a Saturday to celebrate, but the party mood quickly faded out. On Saturday, the 1st February, the stock exchange... Read More →
January’s Top 3 Reads
Read by tens of thousands of readers around the globe, these 3 contributions garnered the most attention this January, as published in CEOWorld Magazine (USA), Caixin Online (China), Jyllands-Posten (Denmark), Malaya Business Insight (Philippines), The Manila Times (Philippines), BusinessMirror (Philippines),... Read More →
The snake in the equity paradise
Teaser: China is affected by the coronavirus, it’s aggressive and causes concern around the world- a natural reaction is a sell-off in the stock markets, but in such a situation, too much risk is often priced in. At one point... Read More →
Bet your money on the middle-class
Teaser: The growth in the global middle-class might sound like something steady or downright boring, but it will remain as one of the strongest economic forces in the 2020s. The most important macroeconomic megatrend that I have worked with since... Read More →
Even a rat can’t help Chinese growth
Teaser: Soon, it will be Chinese New Year, and as always, many hope for a prosperous year- though it looks more like another year of hard work for China in order to move on, also at the political top-level. On... Read More →