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
Robert J. TeuwisseninInsiderFinance WireThe only source of alphaThe human brain consists of two systems: fast and slow. The fast system works based on intuitions and emotions. It makes ample use of…May 28May 28
Robert J. TeuwisseninInsiderFinance WireRising gold priceGold is not an asset class because it does not generate cash flow, unlike, for instance, shares (dividends), bonds (coupons) or real estate…Apr 26Apr 26
Robert J. TeuwissenThe next euro crisisThe euro crisis ended in July 2012 thanks to Mario Draghi’s bumblebee speech. In it, he indicated that markets would underestimate the…Apr 22Apr 22
Robert J. TeuwisseninInsiderFinance WireThe dominance of the dollarThe US currency is the world’s de facto reserve currency. The US government seems to be doing all it can to undermine that. A budget…Apr 12Apr 12
