June 18, 2020
Stock market models: NYSE & DAX
We have created stock market models to give an indication of equity valuations and trends…
April 8, 2020
The roller coaster business cycle
The economic challenges we are facing at present and those ahead for the coming few…
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…
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…
November 8, 2019
Mis-measuring inflation
A recent article on Bloomberg reminds us that Eurozone inflation is probably underestimating the overall…
May 22, 2019
Can the EU solve its autocrat problem?
https://www.ft.com/content/eaabd394-7bbd-11e9-81d2-f785092ab560 Yes, it can. However, to do so, it must come to terms with some…
April 4, 2019
A Changing Europe Monitor – Brexit: Now or never
The electorate is upset about the Brexit process, but continues to trust the Conservative party…
March 13, 2019
Politics – UK: Brexit, as disorderly as it gets
The UK parliament has voted down the Brexit deal negotiated by Prime Minister May for…
February 21, 2019
Politics – Russia: Globally assertive, improving locally
We see the dispute between Europe, the US and Russia as a long-lasting one, which…
