Articles

Articles — 13 October 2023 SUBSCRIBERS ONLY

Beijing is 'supposed' to react more forcefully to economic headwinds - but Xi Jinping has a different agenda

Articles — 12 October 2023 SUBSCRIBERS ONLY

USA inflation: The same monetary tightening as in 2004-2006 but with a different outcome due to a fundamentally different environment

Weekly Update — 12 October 2023 SUBSCRIBERS ONLY

Weekly Update - October 12, 2023

Articles — 11 October 2023 SUBSCRIBERS ONLY

USA: Inflationary pressure will rise without a significant increase in unemployment

Articles — 11 October 2023 SUBSCRIBERS ONLY

Beijing plans to launch a 'symbolic growth package' - but households let down again

Articles — 10 October 2023 SUBSCRIBERS ONLY

US NFIB survey: Despite significant monetary tightening, labour shortages are prevailing. Loan availability is declining

Articles — 10 October 2023 SUBSCRIBERS ONLY

A brief summary in English of opinions expressed by Camilla T.N. Sorensen in yesterday's podcast interview about Hama's terror attack in Israel

Articles — 09 October 2023 SUBSCRIBERS ONLY

Israel's 'September 11': The Middle East powder keg could ignite any moment. Hamas terrorist attack will cast global immigration in an even less favourable light

Podcast — 09 October 2023 SUBSCRIBERS ONLY

Podcast interview: The Middle East is a powder keg that could explode anytime. Is it really in the interest of the Chinese and Americans? [language: Danish]

Articles — 06 October 2023 SUBSCRIBERS ONLY

An analysis of the future yield curve and bond yields based on three assumptions

Articles — 05 October 2023 SUBSCRIBERS ONLY

Germany at a dangerous crossroads: The window of opportunity for Berlin could close rapidly. Several headwinds are now hitting the economy

Articles — 04 October 2023 SUBSCRIBERS ONLY

A follow-up chart: US corporate debt, higher interest rates and falling corporate net-interest payments

Weekly Update — 04 October 2023 SUBSCRIBERS ONLY

Weekly Update - October 5, 2023

Articles — 03 October 2023 SUBSCRIBERS ONLY

Yield curve steepening: There is no room for political missteps in the bond markets

Articles — 02 October 2023 SUBSCRIBERS ONLY

The Bank of Japan will find it challenging to prevent a steeper sell-off in the long end of the bond market

Articles — 02 October 2023 SUBSCRIBERS ONLY

A bad weekend for the European Union and Ukraine - but unfortunately, not the last. The 'Danish case' does not give cause for optimism among voters

Articles — 29 September 2023 SUBSCRIBERS ONLY

The public sector debt crisis: Not just America's problem, but the West's looming headache

Articles — 28 September 2023 SUBSCRIBERS ONLY

The ECB's task of reining in long-term inflation expectations has only just begun - and this will be painful. The EU risk of becoming 'too French'

Weekly Update — 27 September 2023 SUBSCRIBERS ONLY

Weekly Update - September 28, 2023

Articles — 26 September 2023 SUBSCRIBERS ONLY

Germany: The probability of a huge fiscal stimulus package increases as the 'IFO message' transforms into facts on the ground

Articles — 25 September 2023 SUBSCRIBERS ONLY

Inflation: Why the focus should shift 'permanently' from inflation to real bond yields

Articles — 22 September 2023 SUBSCRIBERS ONLY

Is the EU acting according to its size? Paris-Berlin aims for a 'multi-speed Europe'

Articles — 21 September 2023 SUBSCRIBERS ONLY

US Philadelphia Fed survey underscores a complex environment for the Federal Reserve. Inflation pressure increases, but the headline index declines

Articles — 21 September 2023 SUBSCRIBERS ONLY

France's leading business survey reflects ECB's dilemma: The 'labour shortage problem' will not go away despite slower growth

Weekly Update — 20 September 2023 SUBSCRIBERS ONLY

Weekly Update - September 21, 2023

Articles — 20 September 2023 SUBSCRIBERS ONLY

The Federal Reserve will likely choose 'unchanged' - and 'higher rates for longer'. The monetary normalisation process has been a success despite the usual grumbles

Articles — 19 September 2023 SUBSCRIBERS ONLY

Germany: Bundesbank warns about too slow de-risking from China, as 'deindustrialisation' prevails

Articles — 18 September 2023 SUBSCRIBERS ONLY

Taiwan-China: European investors and companies should prepare for a Chinese 'blockade of Taiwan' shortly after the US election

Articles — 15 September 2023 SUBSCRIBERS ONLY

China's economic data shows a hint of life. The problems remain the same, but investors might expect a different solution than what Xi Jinping has in mind

Podcast — 15 September 2023 SUBSCRIBERS ONLY

Podcast interview with Rhodium Group, Washington: Beijing has no fiscal leeway. What does it mean for Xi Jinping's China?

Articles — 14 September 2023 SUBSCRIBERS ONLY

ECB hikes policy rates again, navigating a different reality than 2008

Articles — 13 September 2023 SUBSCRIBERS ONLY

US inflation report: The looming risk of a long-term inflation problem

Articles — 13 September 2023 SUBSCRIBERS ONLY

The risk of a new inflationary leg in the Eurozone and the United States remains significant

Weekly Update — 13 September 2023 SUBSCRIBERS ONLY

Weekly Update - September 13, 2023

Weekly Update — 11 September 2023 SUBSCRIBERS ONLY

Important: Changes on the Insightview website from mid-September

Articles — 04 September 2023 SUBSCRIBERS ONLY

There will be no updates on September 4-8 and 11-12 due to holiday

Articles — 01 September 2023 SUBSCRIBERS ONLY

US employment report: Monetary policy is working - but the task of the Federal Reserve will be challenged by demographics and geopolitics - and politicians who are not lending a helping hand

Articles — 31 August 2023 SUBSCRIBERS ONLY

Revisiting monetary policy: Why central banks prefer to err on the 'hawkish' side

Articles — 31 August 2023 SUBSCRIBERS ONLY

China's economic quagmire: Beijing still shows no convincing signs of comprehensive support for the economy because it cannot and does not necessarily want to

Articles — 30 August 2023 SUBSCRIBERS ONLY

The geopolitical reality is unfolding at the worst possible time. Therefore, the EU needs to show strength on all fronts now and not tomorrow

Articles — 30 August 2023 SUBSCRIBERS ONLY

The EU Commission survey supports the ECB's current hawkish monetary stance despite slowing economic momentum. Households are upbeat about the labour market

Articles — 29 August 2023 SUBSCRIBERS ONLY

Macroeconomic and Political Update Web Presentation

Articles — 29 August 2023 SUBSCRIBERS ONLY

German households are slowly starting to fear the risk of unemployment despite significant wage increases, but the fear is still far from the levels seen in 2008

Articles — 28 August 2023 SUBSCRIBERS ONLY

Eurozone contraction: The ECB needs to clean up after two crises because there was a lack of timely action following the Great Recession

Podcast — 25 August 2023 SUBSCRIBERS ONLY

Podcast interview with the President of the EU Chamber in China, Jens Eskelund: Lack of action from the Chinese leadership adds to insecurity [Language: Danish]

Articles — 25 August 2023 SUBSCRIBERS ONLY

Germany: The IFO survey shows signs of the 'Perfect Storm', but the ECB needs to see higher unemployment to end the tightening process

Articles — 25 August 2023 SUBSCRIBERS ONLY

A brief summary of opinions expressed by Jens Eskelund, President of the EU Chamber in China, in today's podcast interview

Articles — 24 August 2023 SUBSCRIBERS ONLY

France: Insee's business survey indicates declining employment expectations - but households do not see a high risk of becoming unemployed

Articles — 23 August 2023 SUBSCRIBERS ONLY

USA: Existing Home Sales report underscores the big difference to 2008. The Federal Reserve has a tough task, as fiscal policymakers need to focus on geopolitical risks 

Articles — 22 August 2023 SUBSCRIBERS ONLY

As expected, Beijing disappoints the financial market due to 'well-meaning' but ill-timed policy intentions. Stubbornness can hit the economy hard

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