Growth forecasts

Etusivu/Growth forecasts

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...

Kommentit pois päältä artikkelissa Q-Review 4/2019: Into the Abyss

Recession cometh

|2019-10-10T08:07:11+03:0027 maaliskuun, 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

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

|2020-02-20T10:34:49+02:005 maaliskuun, 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 legitimacy of the “economic recovery”. In June 2013, we wrote:

It is possible that the banking secto...
Kommentit pois päältä artikkelissa Q-review 1/2019: Why the global growth model is broken

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

|2019-10-10T08:09:33+03:0018 joulukuun, 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

Q-review 2/2018: Duck and Cover!

|2019-02-18T16:30:32+02:0018 kesäkuun, 2018|Central banks, English, Financial crisis, Financial markets, Global economy, Growth forecasts, preparation, Stock market|

The world economy is hurtling towards a global crisis. The [...]

Kommentit pois päältä artikkelissa Q-review 2/2018: Duck and Cover!

Zombies and the end of the ‘global synchronized recovery’

|2018-11-01T23:50:40+02:0018 huhtikuun, 2018|Central banks, English, Global economy, Growth forecasts, Zombie companies, Zombies|

Several economic indicators have turned to the south at the [...]

Kommentit pois päältä artikkelissa Zombies and the end of the ‘global synchronized recovery’

Q-review 4/2017: The approaching perfect storm

|2019-07-30T13:47:17+03:0019 joulukuun, 2017|Central banks, China, English, Global economy, Growth forecasts|

The debt-stimulus of China and the pro-business policy of Donald [...]

Kommentit pois päältä artikkelissa Q-review 4/2017: The approaching perfect storm
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