English

/English

Q-Review 2/2019: The Prepper's Bunker

By |2019-11-11T15:19:21+02:00kesäkuu 11th, 2019|English, preparation, Recession|

The world is on the brink of something new. We have been analyzing and detailing the approaching economic crisis since March 2017. We have shown that central banks a...

Kommentit pois päältä artikkelissa Q-Review 2/2019: The Prepper's Bunker

Recession cometh

By |2019-10-10T08:07:11+02:00maaliskuu 27th, 2019|Bonds, Central banks, China, Credit, English, Global economy, Growth forecasts, Recession, Zombie companies|

Errata in the third paragraph ("steepening" -> "flattening") corrected in 04/08. Yield curve inversion has spooked the markets. In all honesty, it should not have come as a surprise. After the Federal Reserve pivoted early January and ...

Kommentit pois päältä artikkelissa Recession cometh

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

Manias, Panics and Crashes. History repeats.

By |2019-10-10T08:10:44+02:00helmikuu 7th, 2019|Central banks, Credit, English, Financial crisis, Financial markets, Global economy, preparation|

The stock market has been rallying lately. It has been supported by the People’s Bank of China (PBoC), which started its liquidity operations in mid-December, and the Federal Reserve (Fed), which changed to a much more ‘dovish’ tone in January. But, ...

Kommentit pois päältä artikkelissa Manias, Panics and Crashes. History repeats.

The Gray Rhino known as China

By |2019-10-10T08:12:25+02:00tammikuu 23rd, 2019|China, Credit, English, Financial crisis, Global economy|

The highly obvious, probable threats that nobody should say they never saw coming –yet are not always getting the attention that will resolve them. - Michele Wucker, March 15, 2018 When our suspicions about the current global expansion a...

Kommentit pois päältä artikkelissa The Gray Rhino known as China
Load More Posts