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.
My articlesMy siteAbout meMy books
Follow on:LinkedINTwitterSeeking AlphaCFA SocietyEconomicBlogs
Filter archive by: Show All Show only Articles Show only Videos

Berlin – Global Solutions Summit / Marcel Fratzscher Wohlstandsverlust ist Ursache

2018-05-28

by

Deutschland kennt das Problem, ist es doch Hauptverursacher der globalen Ungleichgewichte durch Wohlstandsverweigerung der Beschäftigten. Nun verfügt Deutschland über Ökonomen, die seit zehn Jahren und länger Gebetsmühlen-artig darauf hinweisen, dass den Beschäftigten ihre Produktivität plus der Zielinflation ausgezahlt werden muss. z.B. die Profs Flassbeck, Bontrup und andere. Das würde gleichzeitig das Euro-Problem lösen. Einzig die …...

Read More »

Heiner Flassbeck Nachtspiel

2018-05-28

by



Read More »

TecDAX am Ende?

2018-05-28

by

► TIPP: Sichere Dir wöchentlich meine Tipps zu Gold, Aktien, ETFs & Co. – 100% gratis: http://lars-erichsen.de/ Kennt ihr eigentlich den Namen des besten Aktienindex der letzten 5 Jahre? Die FANG-Aktien könnte man meinen, aber das ist nicht richtig. Der beinah unbeliebte TecDAX war der beste Aktienindex. Dennoch möchte ich mit euch diskutieren, ob vielleicht …

Read More »

Les économistes de Suisse disent NON à Monnaie pleine. Sondage KOF.

2018-05-28

by

2018-05-28

ballot box vote Switzerland
Les économistes d’universités et d’instituts de recherche de Suisse ont été invités à donner leur avis sur la votation, du 10 juin 2018. Malgré le message ambitieux: « Pour une monnaie à l’abri des crises : émission monétaire uniquement par la banque nationale !», le titre n’a pas suffi à accrocher les répondants à l’enquête d’opinion menée par le Centre de recherche économique KOF de l’Ecole Polytechnique de Zurich.

Read More »

Heiner Flassbeck Vortag Europa in der Dauerkrise Brexit EURO

2018-05-26

by

Heiner Flassbeck Vortag Europa in der Dauerkrise Brexit EURO Quelle: Abzocke pur https://www.youtube.com/channel/UCBbcNRplhAdR8pF_vL_dPig Original Videolink: Veröffentlicht: 21.06.2017

Read More »

ECB: contingency plans

2018-05-25

by

2018-05-25

ECB’s policy rates and asset purchases, including projections
A look at different scenarios for the ECB’s exit from quantitative easing and its expected rate hiking cycle.Our baseline scenario for ECB normalisation still holds. We expect QE to end in December 2018 and a first rate hike in September 2019. The ECB is likely to wait until its 26 July meeting to make its decisions on QE and forward guidance.Still, downside risks have risen to the point where another open-ended QE extension can no longer be ruled...

Read More »

Pictet – The Entrepreneurs – Mountain retreat (Abridged version)

2018-05-25

by

The 4th edition of the Pictet Mountain Retreat was held in St Moritz in March 2018 at the heart of the Swiss Alps. It brought together an exclusive group of 50 entrepreneurs and investors in an intimate setting to network, unwind and have fun. This event combines sport, competition, Pictet expertise as well as relaxed …

Read More »

Pictet – The Entrepreneurs – Mountain retreat (Full Version)

2018-05-25

by

The 4th edition of the Pictet Mountain Retreat was held in St Moritz in March 2018 at the heart of the Swiss Alps. It brought together an exclusive group of 50 entrepreneurs and investors in an intimate setting to network, unwind and have fun. This event combines sport, competition, Pictet expertise as well as relaxed …

Read More »

PMIs point to downside risk to near term euro area growth

2018-05-24

by

2018-05-24

Eurozone GDP growth
Euro area flash PMI indices failed to stabilise in May. Details were somewhat less worrying than headline numbers and overall still consistent with a broad-based economic expansion, if only at a slower pace than last year. Our forecast of 2.3% GDP growth in 2018 still holds, but the balance of risks is now clearly tilted to the downside in sharp contrast with the situation prevailing a few months ago.

Read More »

Öl & Dollar – was hat Trump vor?

2018-05-23

by

► TIPP: Sichere Dir wöchentlich meine Tipps zu Gold, Aktien, ETFs & Co. – 100% gratis: http://lars-erichsen.de/ Der Ölpreis und der US Dollar stehen schon lange in einem wichtigen Verhältnis zueinander. Was hat es unter diesem Aspekt eigentlich auf sich, dass Donald Trump gerade jetzt wieder gegen den Iran wettert und versucht, dieses Land vom …

Read More »

Wo bleibt die Aktien-Krise?

2018-05-23

by

Seit vielen Jahren wird der Aktien-Crash prophezeit. Seit ebenso vielen Jahren blieb er aus. Dabei mangelt es sicher nicht an Argumenten für eine Baisse. Angst vor restriktiver Handelspolitik und Zinserhöhungen werden als die üblichen Verdächtigen für eine anstehende Bären-Stimmung genannt. Auch saisonale Verkaufsargumente sind vermeintliche Handicaps. Und jetzt kommt sogar noch die Angst vor einer …

Read More »

Yanis Varoufakis on Iran Nuclear Deal Demise, US Trade Negotiations, Europe’s Far Right & Capitalism

2018-05-23

by

Yanis Varoufakis on Iran Nuclear Deal Demise, US Trade Negotiations, Europe’s Far Right & Capitalism Yanis Varoufakis: Is Capitalism Devouring Democracy? Yanis Varoufakis on Talking to My Daughter About the Economy | The New School } yanis varoufakis yanis varoufakis wife yanis varoufakis book yanis varoufakis politics and prose yanis varoufakis blog yanis varoufakis adults …

Read More »

Eurosceptic Italian government faces a reality check

2018-05-22

by

2018-05-22

With the putative M5S-League government publishing its final common programme, we take a look at the road ahead for the Italian economy and for Italian government debt.We expect negative noise surrounding the Italian budget to intensify initially, but believe that negotiations with Brussels will result in compromises eventually, including dilution of the incoming Italian government’s fiscal easing measures. The biggest risks lie with the proposed...

Read More »

Italy Defies Gravity and Risk to Fiscal Rectitude

2018-05-22

by

2018-05-22

Italian asset markets continue to fare better than many expected. The political uncertainty following the March election has been followed by confidence that the Five Star Movement and the (Northern) League will be able to put together a government in the coming days. If so, Italy would have taken half the time Germany did to cobble a government together after inconclusive elections.

Read More »

154 Ökonomen stellen sich gegen Haftungsunion – Prof. Hans-Werner Sinn warnt vor hohen Risiken

2018-05-21

by

Artikel unter: https://goo.gl/1RVPQX Die europäische Währungs- und Bankenunion dürfe nicht “noch weiter zu einer Haftungsunion” ausgebaut werden, heißt es in einem Aufruf von 154 Wirtschaftsprofessoren. Auch Prof. Hans-Werner Sinn warnt vor hohen Risiken....

Read More »

A Brief History of Capitalism. Yanis Varoufakis Interview

2018-05-21

by

Nomiki Konst (TYT Politics) interviews former Greek Finance Minister and Greek Member of Parliament Yanis Varoufakis. Get ‘Talking to My Daughter About the Economy: A Brief History of Capitalism’ here: http://a.co/eXqqRNt Like this interview? Enough that you want to throw a little Bitcoin our way? Great! Do it here: https://www.coinbase.com/TYT For more interviews, subscribe TYT …

Read More »

DAX: Kursziel!

2018-05-21

by

► TIPP: Sichere Dir wöchentlich meine Tipps zu Gold, Aktien, ETFs & Co. – 100% gratis: http://lars-erichsen.de/ Ihr wollt ein Kursziel für den Dax? Bekommt ihr, in diesem Video. Los geht´s! ——– ➤ Link zum Video: “DAX: Jetzt kaufen?”: https://youtu.be/aZMezXySp2U ➤ Mein YouTube-Kanal zum Thema Trading: http://youtube.com/tradermacherde ➤ Folge mir bei Facebook: https://www.facebook.com/ErichsenGeld/ ➤ Folge …...

Read More »

Barbados Economic Debate – Yanis Varoufakis on Devaluation

2018-05-18

by

“Keeping to the peg and trying to adjust to place the whole burden of the adjustment on fiscal accounts is what brought Southeast Asia down…” – Former Greek Min. of Finance Yanis Varoufakis comments on fiscal adjustment without devaluation. View the entire Barbados Economic Debate 2018 here: https://marladukharan.com/webcast/barbados-economic-debate-webinar/

Read More »

Yanis Varoufakis – Talking to My Daughter About the Economy

2018-05-18

by

Yanis Varoufakis author of “Talking to My Daughter About the Economy: or, How Capitalism Works-and How It Fails” recorded May 15, 2018 at University Temple United Methodist Church in Seattle, WA.

Read More »

Europe chart of the week – Italy’s fiscal buffers

2018-05-18

by

2018-05-18

The incoming government’s fiscal plans could result in a sharp deterioration of Italy’s public finances. However, broader fiscal metrics are better than they were during the euro sovereign crisis.The M5S-League coalition has committed to a significant degree of fiscal easing and to the reversal of some structural reforms. Such policies will put Italy on course for confrontation with Brussels over deficit reduction targets, although at this stage we...

Read More »