The quantum leap
There is virtually nothing normal in the global economy today. Structurally, we are on the cusp of yet another great transformation, taking a quantum leap in productivity and disruptive [...]
There is virtually nothing normal in the global economy today. Structurally, we are on the cusp of yet another great transformation, taking a quantum leap in productivity and disruptive [...]
Inflation rises, interest rates fall “Inflation Is Here. What Now?”, “US Inflation is Highest in 13 Years as Prices Surge”, “Is It Time To Panic About [...]
The Great Financial Crisis (GFC) and the corona crisis will have a major impact on the structure of the economy. It will cause the capital-labour pendulum to swing in favour of the labour factor. [...]
It was a bit of a shock for investors when the US central banking system (the Fed) announced last night that it expects two rate hikes in 2023. Prior to the meeting of the policy committee of the [...]
A wall of money Although there is no longer a steep upward trend, equity markets are still moving upwards. The warnings that equities are historically expensive and that a major crash cannot be [...]
There is increasing pressure on oil companies due to the climate crisis and the desired energy transition. A judge in The Hague ruled that Shell must reduce emissions in absolute terms by 45 [...]
Switzerland opts for sovereignty Last week the Swiss government broke off negotiations on a new cooperation agreement with the European Union. Both had been in talks for seven years to conclude a [...]
Just-in-time means delivering exactly what the customer or the next part of the chain needs, on time. This logistic method of inventory control originated in Japan after the country tried to [...]
The general price level is rising almost continuously. In some years it goes faster than in others, but in the last century, it has been rising almost continuously. One dollar from 1900 can buy [...]
In the first quarter, economic growth forecasts for the US economy were continually revised upwards, helped by rapid vaccinations and strong government support programmes. Now it seems to be [...]