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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Cyprus: The initial compromise and reactions

2013-03-23

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2013-03-23

Cyprus Haircut
The initial compromise The Cyprus compromise combines a 10 billion € bailout with European, basically German tax-payers money, that also obliges rich account owners (9.9% levy) – rich Russians and Brits – and poorer account owners (6.75% levy) – Cypriot tax-payers money – to take part in the deal. Initial reactions from Zerohedge over Keynesian mainstream …

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Cyprus Levy on Deposits: New Escalation or Final Stage of Euro Crisis?

2013-03-16

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2013-03-16

Cyprus Bank levy deposits
Nicosia will impose a 9.9 percent one-off levy on deposits above 100,000 euros in Cypriot banks. This constitutes maybe the final stage of the euro crisis, with the very  last country to be rescued. Or will it be a new escalation and may be the most dangerous one, a bank-run? How many Cyprus clients managed …

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Difference between Eurozone and Swiss Inflation Rates Continues to Shrink

2013-03-09

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2013-03-09

Swiss CPI vs. Eurozone
The gap has fallen from 3.7% in February 2012 to 2.1%. Swiss CPI is rising on monthly basis, but still negative with 0.3% YoY.

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Credit Suisse Study: Swiss Real Estate Market Needs Higher Rates

2013-03-07

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2013-03-07

Swiss Real Estate Income vs. Price
A new study by Credit Suisse claims that the SNB needs to hike interest rates in order to avoid excessive risk taking in real estate markets; in particular around the centers of Geneva and Zurich, but also in the Southern Swiss cantons with lower income, but high real estate prices.

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A Century Of French And Italian Economic Decline

eurozone margin proxy weakening msci em msci europe
Italy overtook Japan with the worst real GDP growth of all advanced economies since 1991 (0.79% per year, an amazing and sad distinction). Italians and French are clearly getting tired of austerity.

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The ABC of stock selection

2013-03-04

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In this video Alexandre Tavazzi, Head of Equity Research, explains the 3 key fundamentals driving efficient and rational stock selection.

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Das beeindruckende Comeback Berlusconis.

2013-02-28

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2013-02-28

Wir sind beeindruckt von dem Leitartikel der Weltwoche, der doch ganz unserem Gedankengut entsprochen hat. Der deutsche Kanzlerkandidat Steinbrück hat der deutschen Demokratieverachtung und EU-treuen Überheblichkeit dann noch das i-Tüpfelchen hinzugefügt. “Zwei Clowns haben gewonnen.“   Von Roger Köppel, Die Weltwoche Demokratie ist, wenn es anders herauskommt, als Meinungsführer, Journalisten und tonangebende Politiker gedacht...

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Über die Arroganz und Demokratiefeindlichkeit der deutschen und Schweizer Medien

2013-02-26

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2013-02-26

Deutsche und Schweizer Medien sind oft vereint mit den Europäischen Leadern, Deutschen Exporteuren und den Finanzmärkten im Kampf gegen den gemeinsamen Feind, Silvio Berlusconi, das Enfant Terrible, das Gegenteil der Schweizer Bescheidenheit- und “Bloss nicht zu laut”-Etikette. Berlusconi soll Schuld sein am Abstieg Italiens seit den 90igern, obwohl auch die Linke mit Romani Prodi zweimal …

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Italy: A Sustained US Recovery Will Make a Eurozone Split Up Possible

DOW-Gold Ratio1800 to Now
We reckon that a sustained US recovery will make it possible that the eurozone splits up. Today's Italian elections are maybe the start of an upcoming Italian euro exit.

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Heiner Flassbeck – Flassbeck Economics (Interview)

2013-02-21

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Stelle jetzt Deine Fragen an kommende Interviewpartner: http://www.tombosphere.de/?view=spam ————————————————– http://www.tombosphere.de http://www.facebook.com/tombosphere Tweets by Tombosphere Jetzt auch bei http://www.videogold.de/?s=tombosphere

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Eurostat Inflation Dashboard

Eurostat Inflation Dashboard


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Latest Swiss Inflation Details



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Heiner Flassbeck: Inclusion and Participation: a New Agenda for the Globalised Economy

2013-02-15

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This Globalisation Lecture was given by Heiner Flassbeck (Director on Globalization and Development Strategies, UNCTAD) at SOAS, University of London on 1 February 2012 Heiner Flassbeck obtained a Ph.D. in Economics from the Free University, Berlin in July 1987, and was appointed honorary professor at the University of Hamburg in 2005. He worked successively at …

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Switzerland’s Slow Way to Inflation

2013-02-13

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2013-02-13

Swiss CPI Inflation January 2013
UPDATE February 2013 inflation data: The inflation figures for February showed the upwards movement we expected. On monthly basis inflation rose by 0.3%. The Swiss CPI is getting closer and closer to the one of the euro zone.   We explain the January 2013 data on Swiss inflation and indicate which components drive the consumer …

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Bofinger: Keine guten Perspektiven für deutsche Wirtsc

2013-02-01

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Im Rahmen des Fondskongress 2013 sprach Prof. Dr. Peter Bofinger mit DAF-Moderator Christoph Damm über die konjunkturelle Lage in Deutschland. Sowohl der Gfk- als auch der Ifo-Index wiesen positive Tendenzen für die deutsche Wirtschaft aus. Außerdem wird über die Situation auf dem amerikanischen Markt diskutiert, hier zieht das Thema Fiscal Cliff noch immer negative Effekte …

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Frank Schäffler – Rede zum Altersvorsorge-Verbesserungsgesetz (31.01.2013)

2013-01-31

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Frank Schäffler spricht vor dem Deutschen Bundestag in der Debatte zur Verbesserung der steuerlichen Förderung der privaten Altersvorsorge (Altersvorsorge-Verbesserungsgesetz).

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Deflationary Risks? Comparing Swiss, Swedish and Norwegian Inflation and Exchange Rates

2013-01-24

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2013-01-24

House Prices Germany 7 cities vs. Greece
When the Swiss National Bank introduced the 1.20 lower limit, it wanted to eliminate the deflationary risks for Switzerland. For a certain period, namely when a global recession was looming in Autumn 2011, and the Swiss franc was hovering around 1.10, this risk was really present. In this post we would like to know if …

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