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

Exploding debt will create a different economy

Eddy Markus
Friday, 3 April 2020
Eddy Markus

Most lockdowns will likely be toned down in four to eight weeks. However, economies won’t bounce  back to their former levels. This together with sky-high debt loads will drive authorities towards inflation policies. This stagflation scenario will have immense repercussions for financial markets.

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Global Political Risk Monitor

Will Europe withstand the corona beating?

Andy Langenkamp
Thursday, 26 March 2020
Andy Langenkamp

Does Europe have sufficient monetary and fiscal weapons to battle the coronavirus and will the continent succeed in becoming a relative attractive place for investors in these disturbing times?

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Morning Briefings & Calendar

Daily Market Update & Calendar (03-04-2020)

Tom Valenkamp
Friday, 3 April 2020
Tom Valenkamp

What happened last night? Independent seasoned professionals update you every morning on the relevant overnight events in the major markets. For your convenience a comprehensive global economic calendar is included.

 

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