The weighting of the macro elements changed in February. On the one hand, hopes for a growth-oriented 2021 remain intact. On the other hand, worries about inflation temporarily exceeding central …
Jan 2021 macroeconomic situation
The indicators seemed to be in the green at the beginning of the year. January 6 will be remembered as the day the Capitol was invaded in Washington. But for years to come, the Georgia by-elections …
The year 2020 macroeconomic overview
A turbulent 2020 ended with easing off on many fronts. The Covid-19 vaccines arrived rather ahead of schedule. The logistical challenge of rolling them out, with the necessary production capacity and …
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What a Year! 2020
The markets have not been this volatile since the 2008 crisis. This year, we experienced a euphoric market at the beginning of the year, followed by the most violent stock market crash in history. …
