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... Read More →
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... Read More →
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... Read More →
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... Read More →
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... Read More →
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... Read More →
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,... Read More →
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... Read More →
A new type of “bull” on Wall Street
The financial markets are currently experiencing highly dramatic interest rate increases from the US central bank Fed, though without panic thus far, but in the background is a continuously developing global macroeconomic split. The financial markets are nothing less than... Read More →
Inflation is now taking control
All economic growth forecasts are now being lowered once again, which will naturally increase uncertainties in the financial markets. On Tuesday, 19th April, it became as official as it could be, that the global economy is facing a significant decline... Read More →