Global economy

/Global economy

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

Q-review 4/2018: The path to the Global Depression

By |2019-10-10T08:09:33+02:00joulukuu 18th, 2018|Bonds, Central banks, Credit, English, Financial crisis, Global economy, Growth forecasts|

The world economy has never faced a more perilous situation. While many have just started to debate whether a recession will start in 2019 or 2020, very few perceive the 'black hole' the global economy is about to get sucked into. The hole has two...

Kommentit pois päältä artikkelissa Q-review 4/2018: The path to the Global Depression

The end of the most manipulated business cycle—ever

By |2018-12-21T14:46:27+02:00joulukuu 6th, 2018|Bonds, Central banks, China, Credit, Emerging markets, English, Financial crisis, Global economy, preparation, Stock market|

Whatever has the nature of arising, has the nature of [...]

Kommentit pois päältä artikkelissa The end of the most manipulated business cycle—ever

The (ominous) problem with global liquidity

By |2018-11-01T23:51:23+02:00lokakuu 12th, 2018|Bonds, Central banks, Credit, Emerging markets, English, Financial markets, Global economy|

Errata in the effects of QE corrected 10/21. Market liquidity [...]

Kommentit pois päältä artikkelissa The (ominous) problem with global liquidity

Q-Review 3/2018: How the Eurozone breaks

By |2019-10-23T14:30:09+02:00syyskuu 26th, 2018|Bonds, English, Eurozone, Global economy|

The Eurozone is a fragile financial mammoth. While its GDP lacks the US by around $3 trillion, assets of the banking sector are some 240 percent of GDP vs. around 90 percent in the US. It has been kept standing only through the large-scale asset purc...

Kommentit pois päältä artikkelissa Q-Review 3/2018: How the Eurozone breaks

10 years from Lehman. And nothing has been fixed

By |2019-09-16T10:08:32+02:00syyskuu 14th, 2018|Bonds, Central banks, Credit, English, Financial markets, Global economy, Stock market|

The general storyline of the Global Financial Crisis (GFC) goes about like this: funds from all over the world headed to the US, where the banks, to finance the housing market boom, developed unsound financial products which then brought down the glo...

Kommentit pois päältä artikkelissa 10 years from Lehman. And nothing has been fixed

Turkey: A harbinger of a global debt crisis?

By |2018-11-01T23:48:19+02:00elokuu 16th, 2018|Central banks, Emerging markets, English, Financial crisis, Global economy, Zombie companies|

The economic crisis brewing in Turkey seems to have surprised [...]

Kommentit pois päältä artikkelissa Turkey: A harbinger of a global debt crisis?
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