Year

WILL BOND YIELDS REMAIN LOW FOREVER?

21 May 2019

With 10-year Bund yields again dropping below zero recently, investors are increasingly starting to doubt whether they will ever see a decent return again on their savings. The future may not be as bleak as it now seems when we take into account that demographics play a large role in the global supply and demand for savings, and hence on global interest rates.

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A NEW PAGE IN THE TRADE WAR IS BEING WRITTEN

20 May 2019

The good news is we didn’t get another tweet from PresidentTrump over the weekend, possibly impacting markets.

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TECH FOOD

03 May 2019

According to AgFunder, an online AgriFood platform, global investment in food technology more than tripled between 2012 and 2017.

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Break-down of the US GDP data

30 April 2019

Expectations for last Friday’s Q1 GDP figure were for 2.3% growth. Turn the figures around and 3.2% is what the markets in fact got. Is this goodbye to seasonally weak structural Q1 GDP growth?

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THE US AND THE OIL MARKET

26 April 2019

The US just threw another big stone in the ‘oil pond’ and it’s about to create serious ripples across the globe. Instead of prolonging the waivers for imports of Iranian oil, the US has decided to let them expire on 2 May. That would mean that countries like India, China, Turkey, Greece and Italy would all face sanctions if, beyond that date, they continued to buy Iranian oil. Sanctions entail blocking US-based assets or blocking money transfers through US banks when paying in dollars. In brief, it sends a message of ‘do business with them and lose business with us.’

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