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…7 min read·Apr 26, 2024----
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…4 min read·Apr 22, 2024----
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…4 min read·Apr 12, 2024----
Robert J. TeuwisseninInsiderFinance WireMore room for ECB rate cutsFrench inflation fell faster than expected to its lowest level since July 2021, while inflation also fell short of expectations in Italy…3 min read·Apr 7, 2024----
Robert J. TeuwisseninInsiderFinance WireBank of Japan tacked on.Last week, the Bank of Japan was the latest central bank to end its policy of negative interest rates. The move was small, from a policy…4 min read·Mar 26, 2024----
Robert J. TeuwisseninInsiderFinance WireJapan versus the United StatesThe US stock market closed at a new all-time high last week. In the MSCI World Index, the weight of the United States is now more than 70…3 min read·Feb 6, 2024----
Robert J. TeuwisseninInsiderFinance WireThe price of moneyThe most important price in the global economy is not the price of a barrel of oil or the price of the latest semiconductors but the price…4 min read·Jan 17, 2024----
Robert J. TeuwisseninInsiderFinance WireBest year of election cycleThe third year of the US presidential cycle is usually the best. Along with the fourth year of this cycle (2024), the second half is much…5 min read·Jan 9, 2024----
Robert J. TeuwisseninInsiderFinance WireJapanese yen in 2024The yen reached its highest point in three months versus the dollar last week after Governor Kazuo Ueda signalled that the Bank of Japan is…5 min read·Dec 11, 2023----
Robert J. TeuwisseninInsiderFinance WireThe US dollarSince interest rates spiked in mid-October, the US dollar has been under pressure. This week, the dollar reached its lowest point in three…3 min read·Nov 29, 2023----