Published inInsiderFinance WireThe Mar-a-lago AccordThe summer palms of Mar-a-Lago sway in the gentle breeze while a new chapter in global financial history may be written in the stately…Mar 12Mar 12
Published inInsiderFinance WireGerman tipping pointWhile the world eagerly watches Mar-a-Lago and the spectacle of US trade tariffs, a development that is at least as important for the…Mar 8Mar 8
Published inInsiderFinance WireThree investor concernsA fortnight ago, the world index traded at a new all-time high. Meanwhile, we are down about 5 per cent. There are three reasons for this…Mar 5Mar 5
Published inInsiderFinance WireThe US dollarSince the decoupling of the US dollar on 15 August 1971, there have been three major bull markets in gold. The first started in the early…Feb 261Feb 261
Published inInsiderFinance WireInflation this yearAmerican inflation in January was higher than expected, immediately leading to a discussion about the consequences of monetary policy. The…Feb 19Feb 19
Published inInsiderFinance WireGerman ElectionsElections will be held in Germany this Sunday. The country is now seen as the weak brother in Europe due to competition from China and the…Feb 17Feb 17
Published inInsiderFinance WireOne week of import tariffsLast week, Donald Trump announced tariffs that took the markets by surprise. After his election victory, Trump indicated that he was…Feb 11Feb 11
Published inInsiderFinance WireA hole in the ground with a liar next to itThere are investments whose value is difficult to determine. Their value is whatever the fool pays for them. They do not pay out dividends…Feb 10Feb 10
Published inInsiderFinance WireJapanese interest rates to rise further.The Bank of Japan (BoJ) raised the policy rate by a quarter to half a per cent, the highest level in 17 years. The central bank said…Jan 27Jan 27
Published inInsiderFinance 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…Nov 3, 2024Nov 3, 2024
Published inInsiderFinance 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 25, 2024Sep 25, 2024
Published inInsiderFinance 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 18, 2024Sep 18, 2024
Published inInsiderFinance 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 14, 2024Aug 14, 2024
Published inInsiderFinance 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 19, 2024Jul 19, 2024
Published inInsiderFinance 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 18, 2024Jul 18, 2024
Published inInsiderFinance 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 26, 2024Jun 26, 2024
Published inInsiderFinance 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 12, 2024Jun 12, 2024
Published inInsiderFinance 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 3, 2024Jun 3, 2024
Published inInsiderFinance 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 28, 2024May 28, 2024
