Category Archive: 2) Swiss and European Macro

Main Author George Dorgan
George Dorgan
George Dorgan (penname) predicted the end of the EUR/CHF peg at the CFA Society and at many occasions on SeekingAlpha.com and on this blog. Several Swiss and international financial advisors support the site. These firms aim to deliver independent advice from the often misleading mainstream of banks and asset managers. George is FinTech entrepreneur, financial author and alternative economist. He speak seven languages fluently.
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Heiner Flassbeck vs. Thorsten Polleit: So krank ist unser Finanzsystem wirklich // Mission Money

2018-10-09

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Ist unser Geld am Ende? Und können wir es überhaupt noch retten? Wir haben uns zwei Finanzexperten zum Streitgespräch eingeladen: Heiner Flassbeck und Thorsten Polleit diskutieren, wie Geld funktioniert und welches Geld am besten für unseren Wohlstand ist. Brauchen wir einen Goldstandard? Warum wird zu wenig investiert? Und treiben uns die niedrigen Zinsen der EZB …

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German September PMIs surprisingly weak

2018-10-09

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2018-10-09

Germany Manufacturing Orders, 2012 - 2018
Recent German soft and hard data in the manufacturing sector has been surprisingly weak. Data released today showed that the final manufacturing PMI fell to 53.7 in September, from 55.9 in August. Factory orders rose by 2.0% month-on-month (m-o-m) in August, having contracted for six out of the seven previous months.

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Yanis Varoufakis on municipalism | DiEM25

2018-10-09

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Message from Yanis Varoufakis to Alternativet Convention, September 8, 2018

2018-10-09

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Unterschätzte Dividenden-Aktien!

2018-10-08

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► TIPP: Sichere Dir wöchentlich meine Tipps zu Gold, Aktien, ETFs & Co. – 100% gratis: http://lars-erichsen.de/ Ein Großteil der Marktteilnehmer stürzt sich momentan wie verrückt auf Technologiewerte, auf die FANG-Aktien. Dabei kommen Value-Werte und Dividenden-Aktien eindeutig zu kurz. zu unrecht, aus meiner Sicht. Denn diese Titel sind es, die die stabilen Anker in jeder …

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Heiner Flassbeck Der Staat ist keine schwäbische Hausfrau

2018-10-05

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Jan-Gebert Sturm, Ökonom KOF Zürich

2018-10-05

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Die Konjunkturforscher der ETH Zürich zeichnen sehr positive Aussichten für die Schweizer Wirtschaft. Ökonom Jan-Egbert Sturm prognostiziert steigende Löhne, weist aber auch auf einige Risiken hin.

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Swiss Consumer Price Index in September 2018: +1.0 percent YoY, +0.1 percent MoM

2018-10-05

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2018-10-05

Switzerland Consumer Price Index (CPI) YoY, September 2018
The consumer price index (CPI) increased by 0.1% in September 2018 compared with the previous month, reaching 101.9 points (December 2015 = 100). Inflation was 1.0% compared with the same month of the previous year. These are the results of the Federal Statistical Office (FSO).

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Further consolidation of EUR/USD rate likely

2018-10-05

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2018-10-05

EUR/USD vs. GDP Growth Differential, 2000-2019
Short-term noise means we are neutral on the euro over the next three months, but see potential for its gradual appreciation against the dollar thereafterWe have long argued that growth and interest rate differentials are two key components for the direction of the US dollar. Both these drivers should continue to support the dollar over the short term.

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Chinese PMI data points to further growth moderation

2018-10-04

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2018-10-04

Chinese Official and Caixin PMIs
More policy support is expected, and may lead to slight rebound in Q4.China’s manufacturing PMIs softened further in September, indicating that growth momentum is likely continued to moderate in Q3 and that the weakness may extend into Q4.In response to the weakening growth momentum, especially in the context of escalating trade tensions with the US, the Chinese government has turned to policy easing since June.

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Nicht jede Krise ist eine Chance!

2018-10-03

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► TIPP: Sichere Dir wöchentlich meine Tipps zu Gold, Aktien, ETFs & Co. – 100% gratis: http://lars-erichsen.de/ Kaufen, wenn die Kanonen donnern – heißt es immer wieder. Aber, es gibt einen gewaltigen Unterschied zwischen einer Krise die für mutige Investoren eine Kaufgelegenheit darstellt und einer Krise, die vielleicht nur der Auftakt zu viel mehr ist. …

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Yanis Varoufakis – Finanzpolitisches Waterboarding, Militarisierung & Bernie Sanders

2018-10-03

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Unabhängige Medien unterstützen: https://goo.gl/uc1Zxo acTVism Munich abbonieren: https://goo.gl/aMkRjb In diesem Video geht Yanis Varoufakis auf verschiedene Fragen ein, die acTVism Munich aus der Öffentlichkeit erhalten hat. Themen sind finanzpolitisches Waterboarding, die Auswirkungen von Aktivismus und sozialen Bewegungen auf die Politik, die Militarisierung der USA, Bernie Sanders und die Auswirkungen auf die Gesellschaft, wenn Menschen aus...

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Jeremy Corbyn with Yanis Varoufakis at the Edinburgh International Book Festival

2018-10-02

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The remarkable transformation of the Labour Party under Jeremy Corbyn caught commentators by surprise. Against a backdrop of mainstream media scepticism, Corbyn galvanised his grassroots support and denied Theresa May an overall majority at the last election. In this event filmed live at the 2018 Edinburgh International Book Festival, DiEM25 co-founder Yanis Varoufakis discusses with …

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Italy tests the EU’s tolerance

2018-10-02

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2018-10-02

Italian public debt dynamics under three different deficit dynamics
The populist government’s plans to increase the deficit could set it on a collision course with Brussels. We remain bearish Italian bonds and euro peripheral bonds in general.Leaders of Italy’s coalition government and the finance minister yesterday agreed on a 2.4% GDP deficit target. The new target is higher than our expectation of a deficit “above but close to 2.0%” in 2019.

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US-Milliardär: „Globale Krise kommt!”

2018-10-01

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► TIPP: Sichere Dir wöchentlich meine Tipps zu Gold, Aktien, ETFs & Co. – 100% gratis: http://lars-erichsen.de/ Ray Dalio ist nicht nur Milliardär, sondern einer der erfolgreichsten Investoren unserer Zeit. Er warnt vor einer globalen Krise. Wann diese kommen soll und wie die Auswirkungen mutmaßlich sein werden und wie man sich aus meiner Sicht darauf …

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Swiss Retail Sales, August 2018: +1.1 percent Nominal and +0.4 percent Real

2018-10-01

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2018-10-01

Switzerland Retail Sales YoY, Aug 2018
Turnover in the retail sector rose by 1.1% in nominal terms in August 2018 compared with the previous year. Seasonally adjusted, nominal turnover rose by 0.3% compared with the previous month.

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Frank Schäffler (FDP) zur Finanzkrisenprävention

2018-10-01

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Rede von Frank Schäffler zum Antrag der Fraktion DIE LINKE “Zehn Jahre nach der Pleite der Investmentbank Lehman Brothers – Finanzkrisen durch strikte Regulierung und Umverteilung verhindern” sowie zum Antrag der Fraktion BÜNDNIS 90/ DIE GRÜNEN “Finanzwende anpacken – Den nächsten Crash verhindern” am 28.09.2018 im Deutschen Bundestag.

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Frank Schäffler (FDP) zu TARGET 2 und Freihandel

2018-10-01

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Rede von Frank Schäffler zum Antrag der AfD-Fraktion “Das Vermögen der Deutschen Bundesbank schützen – Target-Forderungen besichern” vom 28.09.2018 im Deutschen Bundestag.

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A bit too early to be worried about French consumers

2018-09-29

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2018-09-29

France: consumer confidence index and households consumption expenditure
Despite the recent fall in French consumer confidence, spending should pick up in the second half of the year. The French economy disappointed in the first half of this year. While there was a widespread ‘soft patch’ in the euro area, the source and size of the slowdown in France stands out. The real GDP growth rate fell by 0.5 points, much more than the rest of the euro area. Moreover, while the slowdown in the other countries was mainly due to...

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Credit Growth Remains Buoyant in the Euro Area

2018-09-28

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2018-09-28

Euro Area Bank Loans to Non-Financial Corporations, 2010 - 2018
Financial conditions remain supportive and are not expected to tighten much in the coming months. Lending to non-financial corporations in the euro grew by an annual 4.2% in August, its fastest rate since April 2009. Forward-looking indicators suggest that euro area credit growth should remain strong over the coming months.

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