U.S. 10-year yield to hit 4% in 2019
Teaser: 2019 is waiting just around the corner, and when listening to different forecasts, one could get the impression that next year will be the most boring year in the financial markets throughout decades, though I doubt. On behalf of... Read More →
Chinese consumers on a sudden halt
Teaser: The Chinese retail sales was below expectations in October, which of course gives reason to consider China’s economy once more. On the famous Singles Day, the 11th November, Chinese company Alibaba sold goods for 213.5 billion renminbi (USD 30.5... Read More →
More risks from Emerging Markets
Teaser: During the first 10 months of the year, investments in Emerging Markets have generally been a loss-making experience. Most times, a market turns around, though in this case, it still requires a few months of patience – and risk... Read More →
A ballot in December that can change EU
Teaser: German Chancellor Merkel’s sudden withdrawal as party leader of CDU can become quite interesting for the financial market, depending on the Hamburg convention in December. On Monday, the 29th October, a bomb was thrown in German politics. Chancellor Angela... Read More →
October Top 3 Reads
Read by tens of thousands of readers around the globe, these 3 contributions garnered the most attention this October, as published in CEOWorld Magazine (USA), Caixin Online (China), Jyllands-Posten (Denmark), Business Today (Malaysia), The Manila Times (Philippines), BusinessMirror (Philippines), LinkedIn,... Read More →
Kick-off for the budget season in the EU
Teaser: The powerful discussion about Italy’s budget for 2019 echoes throughout the EU, but France and Spain also risk ending-up in the limelight. Since May, there has been an awaited collision between the Italian government and the European Commission. The... Read More →
TPP – 11 is the upcoming free-trade zone
Teaser: The global trade routes are currently challenged due to increased import tariffs and movement within the free-trade zones, though it also opens new opportunities. The stormiest agreement about a free-trade zone within the recent years is, in my view,... Read More →
The quiet life of the greenback
The U.S. unemployment rate is at its lowest over the past 50 years, and of course, the American economy is robust. At the same time, the U.S. central bank Federal Reserve Bank (Fed) raises interest rates every quarter. This again... Read More →
The family Smith and the inflation
Teaser: U.S. import tariffs on Chinese goods are beginning to come into force, therefore both the financial markets and the U.S. consumers are preparing for rising inflation – if it happens…. Many things can be said about U.S. President Trump,... Read More →
This is how the next economic crisis will be
Teaser: Lately, there have been many comments about the next global financial crisis to the 10-year “anniversary”, but a new crisis is building, though very slowly. The “financial crisis” that will hit Wall Street and other markets around the world... Read More →