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 →
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 →