Financial crisis

/Financial crisis

Repo-market turmoil: staring into the financial abyss?

By |2019-12-14T13:46:00+02:00joulukuu 14th, 2019|Central banks, English, Financial crisis, Financial markets, Global depression|

One thing has been bothering us for six years. How can so many economists and economic commentators dismiss the ever-increasing market meddling of central banks so lightly? The first time we warned about this possible threat to financial markets w...

The destruction of the European banking sector

By |2019-11-06T08:10:05+02:00lokakuu 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

Crisis Preparation II: The Eurozone

By |2019-11-11T15:20:50+02:00syyskuu 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 |2019-11-05T17:41:36+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

Q-Review 3/2019: The Endgame

By |2019-11-05T09:10:43+02:00syyskuu 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

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
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