overview.opinion

Jeroen Blokland
Investissement
29 août 2022

Chart of the week: German inflation nearing 10%

It was a huge shock. The 37.2 percent increase in German producer prices, or PPI, for July that the…
Read more
Jan Vergote is a former chief strategist at Belfius Bank and set up the Investment Talks initiative. He is an Investment Officer knowledge expert.
Investissement
26 août 2022

Jan Vergote: central bankers and inflation... quo vadis?

In the last month, we have seen a sharp recovery in the stock market that most analysts (including…
Read more
Jerome Powell, President of the Federal Reserve.
Opinion
25 août 2022

Han Dieperink: interest rates must rise further

The US equity market has rebounded some 15 percent from its low in June, helped by hopes of a Fed…
Read more
Jeroen Blokland
Opinion
22 août 2022

Chart of the week: valuation as decisive factor

Valuation is often not the immediate trigger for a stock market turnaround. But it is a decisive…
Read more
High gas prices, Flickr photo by Steve Baker
Opinion
18 août 2022

Han Dieperink: alternatives for energy

European gas and electricity prices break records almost daily. The effect of energy on an economy…
Read more
HSBC & BOC, foto via Flickr door november-13
Asset Managers
18 août 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…
Read more
Jeroen Blokland
Opinion
16 août 2022

Chart of the week: Misery Index explains recession sentiment

The US macro data show a mixed picture. GDP – before revisions at least – has contracted for two…
Read more
Wall St. bull market
Asset Managers
11 août 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…
Read more
Jeroen Blokland
Opinion
9 août 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…
Read more
Jeroen Blokland
Opinion
2 août 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…
Read more

Most recent

Beurs
Investissement

Investors look beyond tech giants as earnings season looms

Read more
Sebastiaan Hooghiemstra. Photo: Loyens & Loeff.
Panel d'experts

Loyens & Loeff: PEPP 2.0 – Opportunities for Luxembourg?

Read more
Jeremy Allbrecht, CEO Luxembourg at Universal Investment.
Administration d’actifs

Albrecht named CEO of Universal Investment Luxembourg

Read more
Wildfires in the United States. Photo via Wikimedia.
Investissement

World teeters on brink of geopolitical and environmental crises, warns WEF

Read more
Luc Aben, Iris van de Looij, Mary Pieterse-Bloem, Ralph Wessels, Simon Wiersma
Événements

The great danger in consensus forecasts; Dutch CIOs address 2025

Read more