Peak political uncertainty
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 [...]
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 [...]
From Thursday, 22 August, the Federal Reserve Bank of Kansas City will host the Jackson Hole Economic Symposium. Attendees include central bankers, economists and specialist media from around the [...]
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 [...]