Yearly Archives: 2019


The destruction of the European banking sector

By |2019-10-03T10:38:17+03:00lokakuu 3rd, 2019|Banks, Central banks, English, Financial crisis, preparation, Recession|

For some reason, the dire situation of European banks is not causing further alarm. This is strange, as it is the exact place where the new global banking crisis is likely to start. What makes it even stranger is that recession is approaching the ...

Kommentit pois päältä artikkelissa The destruction of the European banking sector

Kriisivarautuminen euroalueella

By |2019-09-25T19:16:06+03:00syyskuu 24th, 2019|euroalue, Varautuminen, Velkakirjat|

Euroalue on poikkeuksellinen uhka sijoittajille. Euroopan keskuspankin rahapoliittiset poikkeustoimet, korkeaksi noussut valtionvelka, erittäin alhaiset korot (ks. kuvio) sekä heikko pankkisektori muodostavat erittäin haavoittuvan ja riskialttiin sij...

Kommentit pois päältä artikkelissa Kriisivarautuminen euroalueella

Crisis Preparation II: The Eurozone

By |2019-10-10T07:56:55+03:00syyskuu 24th, 2019|English, Eurozone, Financial crisis, preparation|

The European Monetary Union (EMU) has been a bold, but fundamental flawed experiment. It has sown the seeds of divergence in economic well-being, politics and it has “zombified” the banking sector in Europe. For investors, it has created the possibil...

Kommentit pois päältä artikkelissa Crisis Preparation II: The Eurozone

Don’t trust the liquidity

By |2019-10-10T07:57:43+03:00syyskuu 12th, 2019|Central banks, China, Economic growth, English, Financial crisis, Global economy, Recession|

There is renewed hope in the markets after central banks, most-recently the ECB and China, have added easing measures. The working narrative is that these will, once again, renew global growth and allow governments, corporations and consumers to go e...

Kommentit pois päältä artikkelissa Don’t trust the liquidity

Q-Review 3/2019: The Endgame

By |2019-10-10T07:58:50+03:00syyskuu 10th, 2019|Central banks, English, Financial crisis, Forecasts, Global economy, Recession|

A recession is approaching. Almost anywhere in the world one looks, economic indicators are in decline. As we have argued since March 2017, the coming recession wil...

Kommentit pois päältä artikkelissa Q-Review 3/2019: The Endgame

Will central banks survive?

By |2019-10-10T08:00:47+03:00elokuu 26th, 2019|Central banks, English, Financial markets, Global economy|

Almost all economists and the vast majority of the general population erroneously believe that central banks are, basically, indestructible. And most fail to appreciate that central banks are different from normal commercial banks in just two respect...

Kommentit pois päältä artikkelissa Will central banks survive?

Where from here?

By |2019-10-10T08:01:25+03:00elokuu 8th, 2019|Central banks, China, English, Global economy, Recession|

Global stock markets have been wobbly after the Federal Reserve failed to impress and the trade war heated-up. Combined with the weakening global economic outlook, there are not many reasons for stocks to rally. Many are also wondering about the d...

Kommentit pois päältä artikkelissa Where from here?

A tale of two deflations

By |2019-10-10T08:02:08+03:00elokuu 5th, 2019|Central banks, Economic growth, English, Financial crisis, Recession, Zombie companies|

This post has been co-written with Dr. Peter Nyberg. Japanification is a term that has re-emerged recently.  It r...

Kommentit pois päältä artikkelissa A tale of two deflations
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