The disappointing recovery following the 2008 Great Financial Crisis has brought to life Alvin Hansen’s thesis of the late 1930s. Hansen was wrong. But he was wrong in way he still might be right after all.
The resurgence of the trade dispute, central banks, Italy, OPEC, etc. - numerous events affected the market in June. Our expert, Johan Gallopyn, outlines the implications for the equity, bond and currency markets over the past month.
Political and geopolitical turbulence overshadowed the by and large favourable fundamentals in the month of August. Our expert, Johan Gallopyn, takes stock of the main trends in equities, bonds, currencies and commodities in the past month. He also explains the position of the central banks.
Helicopter Money is an extreme form of quantitative easing. It was first suggested in the sixties as a plan to stimulate economic growth and combat deflation. In an extreme form it is not unlike scattering money over the heads of the people. The idea of using helicopter money won ever more ground in recent months.
Your monthly appointment with the financial markets. What were the trends for equities, bonds, currencies and commodities in the past month, and what made the markets move ? You can discover the most striking evolutions in this clear and concise analysis.
Economic activity is cruising. Confidence indicators continue to surprise positively, pointing to a solid cyclical growth momentum in the months ahead. Unemployment is coming down, yet stronger labour market conditions have failed to generate meaningful upward price pressures so far.