Teaser: One Emerging Market country that causes general headwind is Turkey, and this will not stop in the near future. Almost every day, bad economic stories are churned-out from Turkey. It seems like an economic implosion is happening all of a sudden. The truth is that the country is at minimum, exploring a really serious currency crisis with deeply negative …
Points of View & Perspectives
Teaser: For several years now, the Philippines has been one of the countries with the highest GDP growth in the world and the government is pushing for the story to continue, but right now there is a backlash.
Teaser: During the weekend, many of the world’s important central bankers met in Jackson Hole, where the opening speech was awaited with much excitement in the financial markets.
There is one economic situation that any investor always dreams of, it is named after the American adventurous figure “Goldilocks” – in the financial markets, it means that stocks are rising, bond yields and inflation are low, and all investors go unworried to bed every night – that’s the feeling on Wall Street right now.
The U.S.–China trade war, inflation, and increased public spending are influencing economies around the globe- which forces central banks to act, though in different ways.
China’s healthcare sector was one of the sectors that was significantly reformed last year, which is positive- though lately, it seems to be going through a scandal of its own.
It has been quiet for a couple of months now in Italy, but scratching the surface discloses that the best bet is that turmoil returns in one way or the other.
When US President Trump was heading across the Atlantic to the NATO top summit this week, he did not forget China, so he announced a further escalation of the trade war.
It is obvious that the world has become accustomed to globalisation of production. But there is more into it than a globalised production line of goods. During the past 30 years the monetary policy has also been globalised though that might reverse now which will disclose stress in some economies. This will challenge investors and actually also governments.
Germany and Chancellor Angela Merkel is back in the centre of the storm, and this time, it affects the financial markets.