The business cycle July 27, 2020 Housing market: build back better for the long-term We are likely to face another decade of quantitative easing and ultra-low interest rates. In… Raffaella Tenconi Love0
The business cycle July 10, 2020 Russia: the RUB remains stable The result of the constitutional referendum strengthened our view that the RUB will remain well… Raffaella Tenconi Love0
Growth ideas June 26, 2020 Families & work-life balance: Utopia or potential reality? To facilitate the recovery, we should increase the number of public schools – from kindergartens… Raffaella Tenconi Love0
The business cycle June 24, 2020 Underestimating inflation for two decades Since around 2001 – household surveys say that consumers’ experience with price increases is higher… Raffaella Tenconi Love0
The business cycle June 23, 2020 Keep your eyes on the trend, not the noise June PMI confirmed further improvement in the recovery, though the picture is not as constructive… Raffaella Tenconi Love0
The business cycle June 19, 2020 House prices: negative across the board Residential house price prospects are negative across the board. Yesterday the Czech Central Bank loosened… Raffaella Tenconi Love0
The business cycle June 18, 2020 Stock market models: NYSE & DAX We have created stock market models to give an indication of equity valuations and trends… Raffaella Tenconi Love0
The business cycle April 8, 2020 The roller coaster business cycle The economic challenges we are facing at present and those ahead for the coming few… Raffaella Tenconi Love0
The business cycle March 18, 2020 The new normal: infinite QE and higher rates There are so many moving parts these days that it is easy to feel completely… Raffaella Tenconi Love0
The business cycle December 12, 2019 The Fed is fooling you and herself The FOMC kept the target range for the federal funds rate unchanged at 1.5-1.75%, as widely… Raffaella Tenconi Love0