Category Archive: 2) Swiss and European Macro
The New Widow-Maker Trade: Short Italian Government Bonds
We think that, similarly as Japanese JGBs, Spanish and Italian Government Bond Yields will continue its race to the bottom, Short Italian Bonds is the new Widow-Maker Trade.
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GDP: Switzerland Enters Boom and.. incredibly.. SNB is Still Printing Money
According to the latest data from the SECO,Swiss GDP rose by 0.2% in Q4/2013. Despite the relatively weak headline, the detailed data showed a couple of characteristics that speak for an upcoming boom. At the same time, the Swiss National Bank is printing money again: both the monetary base and money supply are increasing.
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Pelzig hat den Wirtschafts”weisen” Peter Bofinger zu Gast (11.02.2014)
Bofinger gibt sich ziemlich unwissend zum Freihandelsabkommen mit der USA. Woran mag das wohl liegen?
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Freihandelsabkommen TTIP und Peter Bofinger bei Pelzig hält sich 11.02.2014 – die Bananenrepublik
► Homepage: http://www.Bananenrepublik.tv – Bananenrepublik.tv ► Google+: https://plus.google.com/u/0/106701079280378758319/posts ► Zweiter-Upload-Kanal: http://www.youtube.com/user/Bananenrepublik1 ► Backup-Kanal: http://www.youtube.com/user/diebananenrepublik2 ► Twitter: https://twitter.com/Stimmbuerger – Bananenrepublik ► Quelle:...
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UBS Consumption Indicator Points to 2.5 Percent Swiss GDP Growth in 2014
FacebookShare As usual, the Swiss economy seems to be better than economists thought. After 1.40 still in December, the UBS consumption indicator has risen to 1.81, a value higher than the ones in 2012, when private consumption increased by 2.4%. Similarly as last year, the latest reading contradicts UBS’s own growth forecasts, albeit this year …
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Pros and Cons of the Swiss Countercyclical Capital Buffer
Switzerland is currently living in a big real estate boom. The bubble bursting would imply that banks' collateral in the form of real estate falls in value. Therefore the banks' assets might fall because many home buyers might not be able to repay their mortgage. If a real estate bubble pops, then banks should be better capitalized to absorb such a shock. Therefore the Swiss National Bank introduced macro-prudential measures, like the so-called...
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Prof. Peter Bofinger – CFO-Forum – ZIB
Österreichs exklusiver Treffpunkt für Finanzchefs: Finanzielle Unternehmensführung, Erfahrungen – Analysen – Einschätzungen – Perspektiven Alle Infos zum CFO Forum findest du hier: https://businesscircle.at/finanzen-controlling-rw/konferenz/cfo-forum
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Inflation Difference between Eurozone and Switzerland Narrows to 0.5 percent
Another five months till Swiss inflation is higher? When the European economy starts to expand again, who will hike rates first, the SNB or the ECB? December Update According to Swiss Statistics the inflation rate remained stable at 0.1% y/y, while the inflation measured by the European HICP standard was +0.3% y/y, slightly higher than … Continue reading »
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2013 Posts on Swiss Macro
2013 Posts on Euro Crisis and Euro Macro
An Upcoming Italian Success Story?
While the mainstream is still talking about potential riots in Italian streets, we rather see positive adjustments in the Italian economy.
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An Upcoming Italian Success Story?
Higher exports show that Italy's economy is trying to become a new German Companies seem to hide their competitiveness. A question remains: Will Italian companies really invest in Italy and create jobs?
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Swiss GDP Details Compared to UK, USA, Germany, Japan and Australia, Q3 2013
The Swiss GDP was again one of the strongest major economies. The quarterly growth rate in the third quarter was 0.5%, the yearly one 1.9%. U.S. GDP improved by 3.6% QoQ annualized. For comparison purposes, our figures are not annualized; hence the equivalent is 0.9% QoQ. In Japan and Switzerland private consumption rose by 0.1% … Continue reading...
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Frank Schäffler zu Gast bei Tele D
http://www.tele-d.ch/index.html In der Sendung “Prominenz zu Gast” des schweizerischen Senders Tele D spricht Frank Schäffler über die FDP, klassischen Liberalismus und die Euro(pa)-Politik.
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Prof. Heiner Flassbeck im Interview mit Unternehmer Positionen Nord
Der ehemalige Chefvolkswirt der UNO-Organisation für Welthandel und Entwicklung (UNCTAD) fordert im Interview mit Unternehmer Positionen Nord den Staat und die Unternehmen hierzulande auf, mehr zu investieren: Gleichzeitig müsse die Wirtschaft die Löhne in Deutschland anpassen. http://www.unternehmerpositionen.de
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