Italian Debt: the Achilles Heel of Europe?
Recently I sat in a meeting of a renowned European university with people from…
Which country might see the highest budget surpluses or the highest taxes?
The IMF recently published the net worth of selected countries taking the…
Yields are Rising and the USD is Weakening: What is going on?
We have been noticing that the 10-year US treasury has moved back above the…
Impact of Interest Rates on Banks: An Analysis done by the Bank for International Settlement (BIS)
Interest rates have been low in the aftermath of the Global Financial Crisis…
´The Bull Market will not Die because of old Age but...´ - BIS 2018 Views
The Bank for International Settlements (BIS) recently came out with their…
Timing a Recession or How not to leave a party at 9 pm
As the cycle gets longer and as trade war symptoms are abundant, many investors…
Low Euro deposit rates are here to stay until October 2019
ECB Deposit rates will stay low for another 15 months Draghi said the Bank's…
Market Characteristics and Superior Economic Growth
With the hindsight of the latest G7 meeting we are clear. Growing trade…
Two key dimensions drive equity valuations
Rates and Price-to-Earnings (PE) ratio have to be looked at together These…
European Equities: A Good time to buy now (Q1 2017)
Darkest before dawn Key driver for European equities Inflation expectations…