2020 markets take-off from the top
Teaser: Between Christmas and New Year, the US stock market rose to new record highs, which also pulled up some European stock markets, thus touching old records- this could represent a challenge this year. 2020 kicks off with a Brexit that is now finally becoming a reality. I consider it positive that the UK has... Read More →
Cement in the Chinese growth engine
Teaser: Around the world, the fading economic growth is a challenge, including in China, though something indicates that the Chinese government is already trying to reverse the trend. The macroeconomic data from China has been surprisingly positive lately, particularly that the private manufacturing sector signals progress, which was somewhat unexpected. The Caixin manufacturing PMI, that... Read More →
Heavy 2020 spending in Northern Europe
Teaser: Most European countries have approved their respective fiscal budgets for 2020 and some have even expanded fiscal spending- perhaps even more countries will follow suit with additional growth packages. Europe’s largest economy, and the fourth largest in the world, Germany, has been in a zero-growth situation for most of the year. This, despite that... Read More →
November’s Top 3 Reads
Read by tens of thousands of readers around the globe, these 3 contributions garnered the most attention this November, as published in CEOWorld Magazine (USA), Caixin Online (China), Jyllands-Posten (Denmark), Malaya Business Insight (Philippines), The Manila Times (Philippines), BusinessMirror (Philippines), Facebook, LinkedIn and Twitter: 1. Headline: China is running out of bridges For many years,... Read More →
US stock market is no threat to consumption
Teaser: A downturn in the American economy will hurt the US stock markets, but a sell-off on Wall Street won’t necessarily damage the American GDP growth quite as much– it’s another sign of changing macroeconomic dynamics. It is well-known that since the global financial crisis, the American GDP growth has been doing fairly well. A... Read More →