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overview.opinion
Asset Managers
August 17, 2022
No dollar, no crypto, but the e-yuan
The value of a currency is based on trust. The Russian sanctions have not helped the status of…
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Opinion
August 15, 2022
Chart of the week: Misery Index
The US macro data show a mixed picture. GDP – before revisions at least – has contracted for two…
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Asset Managers
August 11, 2022
Forty years of the bull market
Forty years ago this week the bull market started in the United States. Not just any bull market…
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Opinion
August 8, 2022
Chart of the week: Walmart profit warning is a warning sign
Retail giant Walmart issued another profit warning last week. And the underlying reasons point to a…
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Opinion
August 1, 2022
Chart of the week: Rough and tumbling business confidence
And then things moved fast. Business confidence fell to worrying levels in July, making a recession…
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Opinion
July 25, 2022
Chart of the week: profit fatigue
The earnings season has only just begun, but we are already seeing some examples of what will become…
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Opinion
July 22, 2022
ECB Watch: Not good, not bad but dangerous!
Time and again I look for it. And every time I do not find it. What is it about? I look for the word…
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Opinion
July 18, 2022
Chart of the week: Negative surprises limit upside potential
Negative surprises put a cap on the upside potential, especially for equities. As a rule, investors…
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Opinion
July 15, 2022
What can Europe offer investors?
Problems with energy supplies, a perfect storm of geopolitical uncertainty and, in the autumn…
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Opinion
July 12, 2022
The end of the euro is nigh
For the first time since 2002, the euro trades at parity with the dollar. In the summer of 2008, one…
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