Risk & Strategy

Risk & Strategy

How will the global economy develop in the coming quarters? How will the monetary policies of the central banks differ? What scenarios are likely for the key financial markets? What are the associated specific medium-term forecasts (three weeks to a year)? What political risks could change the scenario completely?

You will receive a clear analysis from us every Friday morning. One week you will receive a Global Financial Markets publication, followed by a Global Political Risk Monitor in the week after that. Independent, clear-cut and based on the world’s leading research. A solid basis for important decisions.

Global Financial Markets

Surplus money that boosts asset prices to ever higher levels

Eddy Markus
Thursday, 14 January 2021
Eddy Markus

We should be very careful with drawing parallels with the past when it comes to predicting how asset markets will perform in the coming quarters. Many asset prices have been artificially pumped up, making them vulnerable. Therefore, it could very well be that many assets will suffer because of rising interest rates before the real economy starts to feel the pain.

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Previous Issues

Is the level of optimism too high?
Thursday, 10 December 2020

Global Political Risk Monitor

Which economy will win the vaccination race?

Andy Langenkamp
Thursday, 21 January 2021
Andy Langenkamp

In this report, we will look at which of the three economies that we monitor the most closely have the best prospects in terms of emerging quickly from the corona crisis: the Eurozone, the United Kingdom or the US.

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