Investors should never forget crude oil
The oil price is rising steadily again and many indications point towards further price increases, which might be a new challenge for investors.
ECB and the negative real interest rate
Global inflation continues to rise and the financial markets have already responded, but the ECB remains unresponsive, so the 10th June will be a particularly exciting day for investors.
U.S. Dollar in the inflation storm
The huge focus on inflation also leads to a big discussion about the direction of the US dollar, including whether the American currency will simply tumble.
Week 21 2021- Back in Business after Bank Holiday
What to expect: German Ifo Business Climate Index jumped higher than expected German corporations now exploring turnover increase Positive expectations in French business confidence.
Good insight from Fed’s Governor Waller
This speech was made by Governor Dr. Christopher J. Waller of the US central bank Federal Reserve Bank (Fed). It gives good insight on the Fed’s current view about the economic recovery in the US.
Week 20 2021- Investors Go Back to Growth Outlook
What to expect: UK’s consumer confidence and retail sales are improving UK’s unemployment rate has declined significantly Last week’s fear of rising inflation is fading-out
Week 19 2021- Investors are Hooked on Global Inflation Blues
What to expect: January business confidence and business climate from France will be released. UK CPI Business Optimism Index for Q1 will show how corporates are doing. Retail sales and consumer confidence will also be released. Meeting in ECB and... Read More →
Week 15 2021- Investors are Cautiously Optimistic
What to expect: Earning season has started in Europe Inflation high, but still under control Industrial production in UK better than expected
Two steps forward and two backwards
A number of economists have revised their outlook on the U.S. economy which means that I have gone from what looked like being a pessimist to almost being a distinctive optimist.
The tide is changing
During this second quarter, it is my expectation that especially European investors will have to move towards a more balanced view of China's economy. It will actually be a big change since a large part of the financial markets have focused on a "hard landing" for China's economy.