The Return of the Emerging Markets
This is 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. This episode, founding CEO Peter Lundgreen picks up from where we left off... Read More →
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... Read More →
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 →
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... 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 →
The bulls will hardly take over in Germany
The new German government has finally come into place and is now starting its work, this is unlikely to cause the financial markets to shudder right now, but some southern European countries are probably more tense.
Lack of momentum on Wall Street in 2022
There has been some fear for a major correction in the stock market throughout 2021, but the real risk could look different.
Move in the right direction
The “unease factors” can beat all other rational models or good arguments and they might hit the stock market hard as unease can spin into fear.
Joe Biden and the greenback
A new administration in the US also means that a new Treasury Secretary will govern the American currency policy, where reality might be different compared to the market expectations this time.