Wall Street believes in a ”Goldilocks” scenario
Teaser: There is one economic situation that any investor always dreams of, it is named after the American adventurous figure “Goldilocks” – in the financial markets, it means that stocks are rising, bond yields and inflation are low, and all investors go unworried to bed every night – that’s the feeling on Wall Street right... Read More →
July’s Top 3 Reads
Read by tens of thousands of readers around the globe, these 3 contributions garnered the most attention this July, as published in CEOWorld Magazine (USA), Caixin Online (China), Jyllands-Posten (Denmark), Business Today (Malaysia), The Manila Times (Philippines), BusinessMirror (Philippines), LinkedIn, Facebook and Twitter: 1. China strikes back at US with tax cuts When US President... Read More →
Italy – A European struggle
Teaser: It has been quiet for a couple of months now in Italy, but scratching the surface discloses that the turmoil returns in one way or the other. The importance of Italy should not be underestimated, because when United Kingdom leaves the European Union (EU) next year, Italy moves up as a clear number three... Read More →
A world with economic A and B nations
Teaser: Like the production of goods, the monetary policy has also been globalised over the past 30 years, but the monetary policy environment is now changing – it probably reverses and will soon reveal stress in some economies. In the 1980’s, China slowly opened its economy, and soon became an outsourcing destination for the production... Read More →
China strikes back at US with tax cuts
Teaser: When US President Trump was heading across the Atlantic to the NATO top summit this week, he did not forget China, so he announced a further escalation of the trade war. The president has asked his government to prepare a 10 pct. import duty on Chinese goods of another $200 billion. According to various... Read More →