Economic growth

/Economic growth

Don’t trust the liquidity

By |2019-11-05T17:41:36+02:00syyskuu 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

A tale of two deflations

By |2019-10-10T08:02:08+02:00elokuu 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

It works, until it doesn't

By |2019-10-10T08:02:44+02:00heinäkuu 26th, 2019|Central banks, China, Economic growth, English, Financial crisis, Global economy, Recession|

As expected, increased ’dovishness’ by the Fed has gotten markets rallying. Both the S&P 500 and DJIA have touched new highs. From the perspective of late last year, such massive rallies seemed unlikely indeed. While some kind of a Fed pivot was ...

Kommentit pois päältä artikkelissa It works, until it doesn't

The dangerous zombie infestation (of the world economy)

By |2019-03-13T13:25:17+02:00maaliskuu 11th, 2019|Economic growth, English, Financial markets, Global economy, Zombie companies|

It is estimated that over 14% of companies in the [...]

Kommentit pois päältä artikkelissa The dangerous zombie infestation (of the world economy)

Q-review 1/2019: Why the global growth model is broken

By |2019-03-05T20:47:16+02:00maaliskuu 5th, 2019|Central banks, Credit, Economic growth, English, Eurozone, Global economy, Growth forecasts, Stock market, USA|

For some years now, we’ve been very wary of the [...]

Kommentit pois päältä artikkelissa Q-review 1/2019: Why the global growth model is broken

The failing engines of global growth

By |2019-10-10T08:11:26+02:00helmikuu 17th, 2019|Central banks, China, Economic growth, English, Global economy, Zombie companies|

The global slowdown has been much discussed lately. A slowdown in Europe and China was considered to be the main reason for the December stock market rout combined with the balance sheet normalization (QT) program of the Federal Reserve. What is behi...

Kommentit pois päältä artikkelissa The failing engines of global growth