Tag Archives: China

Men have long dreamed of optimal outcomes. There has to be a better way, a person will say every generation. Freedom is far too messy and unpredictable. Everybody hates the fat tails, unless and until they realize it is outlier outcomes that actually mark progress. The idea was born in the eighties that Economics had become sufficiently advanced that the business cycle was no longer a valid assumption. The mantra,...

Alhambra Investments CEO Joe Calhoun discusses the latest information about markets, specific categories affecting the economy. [embedded content] Related posts: Monthly Macro Monitor – October 2018 (VIDEO) Monthly Macro Monitor – December 2018 (VIDEO) Monthly Macro Monitor – August Monthly Macro Monitor – September 2018 Monthly Macro Monitor –...

It was a tense exchange. When even politicians can sense that there’s trouble brewing, there really is trouble brewing. Typically the last to figure these things out, if parliamentarians are up in arms it already isn’t good, to put it mildly. Well, not quite the last to know, there are always central bankers faithfully pulling up the rear of recognizing disappointing reality. At the end of November, Mario Draghi went...

Bild: Unsplash Das Fintech-Unternehmen Loanboox, eine Geld- und Kapitalmarkt-Plattform, konnte insgesamt CHF 22 Millionen in der Series B Finanzierungsrunde einsammeln. Zu den Investoren gehören unter anderem die Deutsche Kreditbank (DKB), die LGT Gruppe und weitere Kapitalanleger aus Europa und Übersee. Die Unternehmensbewertung steigt auf CHF 122 Millionen. Mit der DKB und der LGT Gruppe...

Zürich (Bild: Unsplash) Das Fintech Descartes Finance expandiert das Geschäftsmodell weiter und schliesst mit der Bank BSU einen Zusammenarbeitsvertrag ab. Damit können die Kunden und Kundenberater der Bank ab sofort über die digitale Investmentplattform ihre Anlagengeschäfte abwickeln. Descartes Finance hat für die Bank BSU in Uster nicht nur einen Robo-Advisor sowie eine digitale...

Bild: Unsplash Kleine und mittlere Unternehmen würden von den chinesischen Reformen profitieren, erklärt Freddy Wong von Fidelity International. Chancen sehe er bei Obligationen im Infrastruktursektor, wobei flexible Anpassungen der Duration notwendig seien. "Für Chinas Märkte war 2018 ein schwieriges Jahr, in dem sich der Handelsstreit mit den USA zuspitzte und die Wirtschaft abschwächte",...

A Return To Normalcy In the first two years after a newly elected President takes office he enacts a major tax cut that primarily benefits the wealthy and significantly raises tariffs on imports. His foreign policy is erratic but generally pulls the country back from foreign commitments. He also works to reduce immigration and roll back regulations enacted by his predecessor. This President is widely rumored to have...

Imagine yourself as a rural Chinese farmer. Even the term “farmer” makes it sound better than it really is. This is a life out of the 19th century, subsistence at best the daily struggle just to survive. Flourishing is a dream. Only, you can see just on the other side of the hill the bright reflective lights of one of China’s many glittering modern cities. Not only are you reminded of the stark difference between what...

Goods require money to finance both their production as well as their movements. They need oil and energy for the same reasons. If oil and money markets were drastically awful for a few months before December, and then purely chaotic during December, Mario Draghi of all people should’ve been paying attention. China put up some bad trade numbers for last month, but Europe’s goods downturn came first. According to...

We are starting to get a better sense of what happened to turn everything so drastically in December. Not that we hadn’t suspected while it was all taking place, but more and more in January the economic data for the last couple months of 2018 backs up the market action. These were no speculators looking to break Jay Powell, probing for weakness in Mario Draghi’s resolve. There are real economic processes underneath....