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The best election outcome for the stock market is a ‘Republican Sweep’, in situation where Trump becomes the next president and where the Republicans gain the majority in the US Congress (Senate [...]

It took a while, but last week, the Federal Reserve cut interest rates for the first time since 2020. The policy rate immediately went down by half a per cent. According to Powell, to emphasise [...]

In 2012, Draghi compared the euro to a bumblebee. Aerodynamically, a bumblebee should not be able to fly, but it succeeds by some mystery in nature. This speech contained two sentences that [...]

Economists struggle to predict a recession, even though the same economists say plenty of indicators point to a recession. There is much to be said for many than those previously supposedly [...]

There are as many as ten factors that affect the strength of a currency, and the extent to which each factor affects the currency can often only be determined in retrospect. Forecasting [...]

In the past, elections were mostly a non-event for financial markets. Of course, sectors always benefited more when a particular party won the election, but by and large, there was more of an [...]

A key part of Trump’s campaign this time is a new round in the trade war, namely a 60 per cent increase in all tariffs. While economist panels argue that this will cause inflation, this is [...]

On June 6, there will be elections to the European Parliament. This time, the elections will show a major shift to the right in many countries, with populist right-wing parties gaining votes and [...]

Inflation is back in Japan, structurally ensuring higher nominal growth averaging 2.5 per cent of GDP. A 10-year interest rate of 1 per cent also ensures that government debt can shrink as a [...]

Gold is not an asset class because it does not generate cash flow, unlike, for instance, shares (dividends), bonds (coupons) or real estate (rental income). They are assets that produce something [...]