Points of View & Perspectives

May, 2019

  • 16 May

    Stock markets holding its breath on Asia

    China’s Deputy Prime Minister Liu He travelled to Washington D.C. on Wednesday, the 8th of May, with the desire to continue the negotiations on the American-Chinese trade war.

  • 6 May

    The oil price creates pressure again

    The output from several large oil-producing countries have either dropped or are at risk to decrease, which of course cause some pressure in the oil market.

April, 2019

  • 15 April

    More TLTRO for weak Eurozone banks

    The GDP growth in the Eurozone is dropping like a stone, therefore, the ECB will soon come-up with several monetary measures to help growth, but investors must believe that the medicine works.

  • 8 April

    German economy in further deterioration

    It was announced that new factory orders in Germany dropped 4.2 pct. in February compared to January. It sounds like a pretty serious downward move, and it is, especially because economists initially expected a small increase of +0.3 pct. It has to be said, that it’s a month-on-month comparison which makes the swings more volatile, which is often the case …

March, 2019

  • 18 March

    The relieved Hong Kong

    In mid-February, China’s government announced the plan for the Greater Bay Area where Hong Kong also is included.

  • 11 March

    China’s economy remains exciting

    China is more exciting than usual these days. The party congress has approved a range of new stimulus initiatives that should prevent the GDP growth from dropping too much. Really interesting is the VAT and tax relief for corporations, where the financial market initially expected a total relief of around 1,400 billion yuan, but will turn out to be as …

  • 4 March

    The US recession that never will come

    It has been an ongoing discussion since last August as to when the US economy will enter a recession, though it seems it will take something big to knockout the world’s largest economy.

February, 2019

  • 27 February

    China’s missing baby boom

    With fewer babies currently being born in China compared to earlier years, it is expected to affect demographic development in the long-run, but it will immediately impact the Chinese consumption pattern.

  • 27 February

    Another dove in the flock

    Dutch central bank governor Klaas Knot found himself amidst some media attention last Tuesday, the 12th February, as he went through a metamorphosis of being a monetary hawk to becoming a dove.

  • 12 February

    The central bank turnaround

    The German government started the year by lowering the expectations for the GDP growth this year to 1 pct. It comes after several economic organizations have corrected and lowered their expectations. However, 1 pct. is remarkable, as the German central bank has announced shortly before Christmas of a somewhat higher estimate and even predicted rising growth GDP growth rates this …