Robert J. TeuwisseninInsiderFinance WirePeak political uncertaintyThe best election outcome for the stock market is a ‘Republican Sweep,’ in which Trump becomes the next president and the Republicans gain…3d ago3d ago
Robert J. TeuwisseninInsiderFinance WireImpact lower policy rates.It took a while, but last week, the Federal Reserve cut interest rates for the first time since 2020. The policy rate immediately went down…Sep 25Sep 25
Robert J. TeuwisseninInsiderFinance WireDraghi tries again to save the euro.In 2012, Draghi compared the euro to a bumblebee. Aerodynamically, a bumblebee should not be able to fly, but it succeeds by some mystery…Sep 18Sep 18
Robert J. TeuwisseninInsiderFinance WireJackson Hole Economic SymposiumFrom Thursday, 22 August, the Federal Reserve Bank of Kansas City will host the Jackson Hole Economic Symposium. Attendees include central…Aug 14Aug 14
Robert J. TeuwisseninInsiderFinance WireStill no recessionEconomists struggle to predict a recession, even though the same economists say plenty of indicators point to a recession. There is much to…Jul 19Jul 19
Robert J. TeuwisseninInsiderFinance WireJapan’s weak yenThere are as many as ten factors that affect the strength of a currency, and the extent to which each factor affects the currency can often…Jul 18Jul 18
Robert J. TeuwisseninInsiderFinance WireYear of electionsIn the past, elections were mostly a non-event for financial markets. Of course, sectors always benefited more when a particular party won…Jun 26Jun 26
Robert J. TeuwisseninInsiderFinance WireThe impact of a trade warA key part of Trump’s campaign this time is a new round in the trade war, namely a 60 per cent increase in all tariffs. While economist…Jun 12Jun 12
Robert J. TeuwisseninInsiderFinance WireEuropean ElectionsOn June 6, there will be elections to the European Parliament. This time, the elections will witness a significant shift to the right in…Jun 3Jun 3
Robert J. TeuwisseninInsiderFinance WireJapanese InterventionInflation is back in Japan, structurally ensuring higher nominal growth averaging 2.5 per cent of GDP. A 10-year interest rate of 1 per…May 28May 28
