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The Business Cycle

Keep your eyes on the trend, not the noise

By June 23, 2020February 1st, 2022No Comments

June PMI confirmed further improvement in the recovery, though the picture is not as constructive when we look at export orders and lending data. 
A cyclical recovery is underway, but the bigger question is how strong the longer term prospect will be.

We put forward several ideas: please have a look, give us feedback and we will come back with more details and more proposals.
We don’t think the current fiscal and monetary mix will support a sustained improvement in European economic growth in the long term.

A new approach is needed, have a look at what we came up with!
Growth ideas: