Chinese consumers enjoyed the New Year
The Chinese economy is currently only slightly affected by the Covid-19 crisis, so it was exciting to explore how consumer-friendly the Chinese were during the Lunar New Year holiday.
Week 7 2021- Investors Have Good Data to Digest as Earning Season Arrives
What to expect? Earnings from a lot of significant and large companies. UK inflation numbers for January should be alright and not disappointing. Car registration sales most likely in a steep dive.
Week 6 2021- Investors Have Several Bank Earning Reports to Look Forward To
What to expect? Earnings reports from other sectors will be interesting as well, especially domestic European sales and activity. Industrial production from December might confirm downward spiral. People from ECB will be speaking, most will be saying that the Covid-19 crisis will drag out in Europe. Yellen on the other hand, says economy will run... Read More →
Week 5 2021- Mood Among EU Investors Supported By Good Vibes Wall Street And Asia
What to expect? German retail sales dove in December. Construction segment and business current conditions PMI index will be released but won’t be as bad as usual. EU retail sales number for December might disappoint, but overseas markets will help counterweight.
Week 4 2021-Keeping A Close Eye On Wall Street
What to expect? Macroeconomic data in Europe starting with German Ifo Business Climate Index, outlook still downbeat in Europe. Consumer confidence from Germany and France will be out, including EU-wide consumer confidence numbers and industrial numbers from January. German Q4 GDP is sending the market a bit higher at the end of the week.
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.
Week 3 2021- Superdata Week for Europe
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 press conference will be interesting. They will not lower the rate, but interesting to know... Read More →
Week 2 2021- Investors Caught in Limbo between Tougher Lockdowns and Receiving Vaccines by End of Q2
What to expect? Support for EU investors are overseas; another stimulus package was released in the US and good mood can be felt in Asia. Germany holding-up pretty well, although retail sales in December have contracted again. Combined industrial numbers from November confirm start of new downturn, though it’s priced-in the markets.
Exciting treaty between EU and China
The new agreement between the EU and China will have a major impact on the opportunities for European companies in China if EU finally approves the agreement.
Week 1 2021- Investors Encouraged to be More Cautious than Optimistic Due to New Strains of Virus
What to expect? Lockdowns will be tougher and more prolonged, and vaccines might not be able to keep up in speed compared with the spread of the virus, which will affect investor mood. Investors will look overseas for good news. Within Europe, numbers from tougher lockdown periods will be released. Sluggish demand will most likely... Read More →