Global economy

Etusivu/Global economy

Coronavirus and the world economy

|2020-01-30T08:18:33+02:0030 tammikuun, 2020|China, English, Global depression, Global economy, preparation, Recession|

The outbreak of the coronavirus epidemic in China has shaken the global asset markets—and with good reason. The coronavirus has the potential of being the ‘trigger’ which will push the world into a global depression. Here, we briefly explain why. ...

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The end of the ‘Chinese Miracle’

|2020-01-10T09:31:14+02:0010 tammikuun, 2020|China, Economic growth, English, Financial crisis, Global depression, Global economy|

We have been following China closely for nearly four years. We first warned about the unsustainability of China’s growth in March 2017 and have continued to issue w...

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Q-Review 4/2019: Into the Abyss

|2019-12-19T16:20:57+02:0019 joulukuun, 2019|Banks, Bonds, Central banks, China, Credit, English, Global depression, Global economy, Growth forecasts, Recession, Stock market, Zombie companies|

The economic calm which has succeeded the turbulent conclusion to 2018 was abruptly shattered on the 16th of September. On that day, rates in the repo markets spiked by 248 basis points to more than double the overnight lending rate of the...

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China (and the world economy) at the end of the road

|2020-01-28T21:50:47+02:0020 marraskuun, 2019|Central banks, China, English, Global depression, Global economy|

We have been monitoring China closely since March 2017. We were one of the first to show that China had driven the global business cycle since 2009 and that the rem...

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Don’t trust the liquidity

|2019-11-05T17:41:36+02:0012 syyskuun, 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...

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Q-Review 3/2019: The Endgame

|2019-11-05T09:10:43+02:0010 syyskuun, 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...

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Will central banks survive?

|2019-10-10T08:00:47+03:0026 elokuun, 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...

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Where from here?

|2019-10-10T08:01:25+03:008 elokuun, 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...

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