“Poli talks” continue as investor headache
Teaser: Many investors dream about having less of the tough political rhetoric and macroeconomic interference, but the reality looks different. Very respectable and fine organisations like The International Monetary Fund (IMF) have throughout the year revised their global GDP growth... Read More →
Global debt is not a problem
Teaser: The investor’s trust in the monetary policy is fading, and the fear for a price bubble in the bond market is increasing, which is equal to rising volatility. On the 12th September, the European Central Bank (ECB) cut the... Read More →
China is ready to escalate the trade war
Teaser: Despite the latest positive signs, no one really knows where the US-China trade war is heading, but neither the global nor China’s economy is suffering as much as feared. China’s economy currently surprises more positively than negatively, which was... Read More →
India flirts with international investors
Teaser: India has apparently considered to issue its first international bond ever, and perhaps the government’s grip on the central bank’s money box last week was part of the preparations. Back in July, the senior government official Subhash Chandra Garg,... Read More →
Inverted US yield curve is not a crisis sign
Teaser: The central banks in the US and the Eurozone will lower the interest rates again, forcing bond investors to change direction- it’s not a sign of recession, but simply natural. If an investor chooses to invest in the most... Read More →
Hefty fiscal policy will cheer-up investors
Teaser: The GDP growth figures from major European economies have now been released, and although everyone in the financial markets knew the news would not be good- the truth still hurts. The first graphic speaks its clear language where one... Read More →
About being a “currency manipulator”
Teaser: The US administration has now declared China a “currency manipulator”, which intensifies the trade war further, but the truth is that only a few countries stay on the narrow path of virtue. On Monday, the 5th August, the Chinese... Read More →
July’s Top 3 Reads
Read by tens of thousands of readers around the globe, these 3 contributions garnered the most attention this July, as published in CEOWorld Magazine (USA), Caixin Online (China), Jyllands-Posten (Denmark), Malaya Business Insight (Philippines), BusinessMirror (Philippines), Facebook, LinkedIn and Twitter:... Read More →
BoJo, economic growth, and the Sterling
Teaser: The new British Prime Minister claims that the Brexit end game starts now– it may be so, but more certain is that uncertainty and volatility will rise once again over the next three months. Britain’s battle with itself concerning... Read More →
German economy is balancing on the edge
Teaser: The German industrial sector showed some short-term improvement in May, but it is not enough to avoid a further slow-down. The good news is that the German industrial production increased by 0.3 pct. in May, which was announced on... Read More →