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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SECO expects 2.2% Swiss GDP growth in 2014 and 2.7% in 2015: Implications on the Swiss Franc

swiss gdp forecast march 2014 seco, consuotion, business cycles expert group


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The New Widow-Maker Trade: Short Italian Government Bonds

Widow maker
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

2014-02-28

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2014-02-28

swiss gdp investment annualized, investment constuction import export
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)

2014-02-12

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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

2014-02-12

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► 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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WiWo Lunchtalk: Marcel Fratzscher, ist die EZB noch handlungsfähig?

2014-02-11

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Swiss Yes to Referendum Against Mass Immigration is a Yes to Higher Salaries and Higher Inflation

change residence switzerland, bith surplus net migration


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UBS Consumption Indicator Points to 2.5 Percent Swiss GDP Growth in 2014

2014-01-30

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2014-01-30

UBS Forecast Swiss Economy September 2013
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

emu vs. swiss m3 credit, exceeds eurozone
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

2014-01-21

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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

2014-01-10

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2014-01-10

Swiss CPI vs. Euro zone July 2013
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?

2013-12-19

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2013-12-19

Italian Real Trade vs. Real Consumption
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?

Labor Participation Rate Australia Canada Italy Germany USA France
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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Robert Mundell: Why Libertarians Must Love the Euro



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Swiss GDP Details Compared to UK, USA, Germany, Japan and Australia, Q3 2013

2013-12-03

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2013-12-03

Switzerland United States USA UK Germany Australia
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

2013-12-02

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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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Das Ende der Massenarbeitslosigkeit – Interview mit Prof. Heiner Flassbeck

2013-11-25

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http://www.flassbeck-economics.de/

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Prof. Heiner Flassbeck im Interview mit Unternehmer Positionen Nord

2013-11-25

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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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