Articles

The Xi-Biden meeting is paramount, but less so than the interpretation of 'true intentions' in Washington and Beijing

What keeps the US economy going - and what does it mean for 2024? Unfortunately, even more concerns

Different forecasts for the Eurozone are based on fundamentally different geopolitical scenarios

De-risking is deflationary in China and inflationary in the EU, but Brussels maintains a hawkish stance towards Beijing

The two pillars of the Insightview storyboard remain valid for the Eurozone - Headwinds from geopolitics and demographics

The European Union faces an 'auto tsunami' from China. Will Brussels act? Yes, but not due to corporate interests in Europe

What is the impact of 'high policy rates for longer' when investors believe central banks are wrong?

Beijing considers a 'more friendly' approach to the private sector - forced by economic reality. But for how long? India raises the level of trade tensions with Beijing

The Federal Reserve needs a significant increase in unemployment to change policy. The federal debt maturity structure does not look good

No Updates on Oct. 30-31 - Business Trip

A short note on the rising risk of a trade war between the EU and China

French economic statistics show why the European economy is amidst an entirely different situation than in the past

Sweden's NIER survey reflects what the ECB is facing - but also raises questions about monetary policymakers' credibility

Germany's road to recovery will be bumpy but necessary. Soon, Brussels is expected to provide 'help'

Germany: Consumer sentiment declines. The political centre is 'under siege' by AfD, and now a new party on the far-left

China's excess capacity challenge: Has the 'mother of all global dumping' just started?

A brief summary in English of opinions expressed by Klaus Anker Petersen in yesterday's podcast interview about China

The growing concerns about China - and why the European Union finally sees the writing on the wall

Are US Treasuries a screaming buy?

Deciphering China's economic growth and Xi Jinping's vision. Beijing has not demonstrated maturity in its new role as a global superpower

Strengthening Europe's defence - bypassing the EU's bureaucratic interference

Navigating turbulent times: The impact on consumer sentiment and monetary policy

Beijing is 'supposed' to react more forcefully to economic headwinds - but Xi Jinping has a different agenda

USA inflation: The same monetary tightening as in 2004-2006 but with a different outcome due to a fundamentally different environment

Beijing plans to launch a 'symbolic growth package' - but households let down again

USA: Inflationary pressure will rise without a significant increase in unemployment

A brief summary in English of opinions expressed by Camilla T.N. Sorensen in yesterday's podcast interview about Hama's terror attack in Israel

US NFIB survey: Despite significant monetary tightening, labour shortages are prevailing. Loan availability is declining

Israel's 'September 11': The Middle East powder keg could ignite any moment. Hamas terrorist attack will cast global immigration in an even less favourable light

An analysis of the future yield curve and bond yields based on three assumptions

Germany at a dangerous crossroads: The window of opportunity for Berlin could close rapidly. Several headwinds are now hitting the economy

A follow-up chart: US corporate debt, higher interest rates and falling corporate net-interest payments

Yield curve steepening: There is no room for political missteps in the bond markets

A bad weekend for the European Union and Ukraine - but unfortunately, not the last. The 'Danish case' does not give cause for optimism among voters

The Bank of Japan will find it challenging to prevent a steeper sell-off in the long end of the bond market

The public sector debt crisis: Not just America's problem, but the West's looming headache

The ECB's task of reining in long-term inflation expectations has only just begun - and this will be painful. The EU risk of becoming 'too French'

Germany: The probability of a huge fiscal stimulus package increases as the 'IFO message' transforms into facts on the ground

Inflation: Why the focus should shift 'permanently' from inflation to real bond yields

Is the EU acting according to its size? Paris-Berlin aims for a 'multi-speed Europe'

France's leading business survey reflects ECB's dilemma: The 'labour shortage problem' will not go away despite slower growth

US Philadelphia Fed survey underscores a complex environment for the Federal Reserve. Inflation pressure increases, but the headline index declines

The Federal Reserve will likely choose 'unchanged' - and 'higher rates for longer'. The monetary normalisation process has been a success despite the usual grumbles

Germany: Bundesbank warns about too slow de-risking from China, as 'deindustrialisation' prevails

Taiwan-China: European investors and companies should prepare for a Chinese 'blockade of Taiwan' shortly after the US election

China's economic data shows a hint of life. The problems remain the same, but investors might expect a different solution than what Xi Jinping has in mind

ECB hikes policy rates again, navigating a different reality than 2008

The risk of a new inflationary leg in the Eurozone and the United States remains significant

US inflation report: The looming risk of a long-term inflation problem

There will be no updates on September 4-8 and 11-12 due to holiday

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