SERVICES

Holistic support

This package includes:

  • A monthly FX and yields monitor, with fundamental and short term analysis on 11 bond markets and 10 currency pairs.
  • Regular updates on the economic prospects and position in the business cycle for all the countries we monitor in Europe and the US.
  • Updated inflation projections on the day of new inflation data is released.
  • Our “A Changing Europe Monitor” – which provides our assessment for the short, medium and long term implications of major developments as well less visible unfolding trends.
  • A twice yearly assessment of the residential real estate market: projections for housing inflation nationwide and our analysis on whether valuations are above or below fundamentals.
  • The results of our proprietary surveys among active voters to get a unique perspective on the assessment of voters on the economy, the political outlook and our analysis of what it implies for the economy and election results.
  • Quarterly calls with our economists.

Currencies and interest rate guidance

This package includes:

  • A monthly FX and yields monitor, with fundamental and short term analysis on 11 bond markets and 10 currency pairs.
  • Quarterly calls with our economists to discuss the economic and financial market changes most important to you.

On-demand seminars on mega trends

Mega trends, in our view, are phenomena of critical importance for economies, which will have an impact for at least a decade. In our view, these changes need to be understood and embraced as soon as possible, in order to gain the most from them, as they will disrupt markets and policy responses.

We are specialists in the following topics, which in our view are the critical ones to understand in order to be able to make sense of the present and the coming years.

  • Corporate balance sheet inequality: what is causing it, and its repercussions for the potential growth of countries and demand prospects
  • Mis-measuring inflation: what we are not estimating correctly and why that is critical for understanding the business cycle
  • Artificial intelligence vs. human intelligence: a comparison. Why understanding both is necessary for future welfare
  • A recipe for a peaceful response to the rise of “populism”: a new kind of State services
  • The monetary implications of euroscepticism: 1 to 7 years ahead

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