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Is China slowing (much) more than expected ?

What could be the Black Swan of 2011 ? Going through all the forecasts and outlooks that accompany any start of the year, one thing seems to be sure for all economists: China will continue to save the world economy… But what if China slows down ? Impossible ? The Chinese economic indicators leave room for discussion. The economic sentiment indicator has…

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A0D24897-1372-FA16-E986715C58FC7CB8.png

Is China slowing (much) more than expected ?

What could be the Black Swan of 2011 ? Going through all the forecasts and outlooks that accompany any start of the year, one thing seems to be sure for all economists: China will continue to save the world economy… But what if China slows down ? Impossible ? The Chinese economic indicators leave room for discussion. The economic sentiment indicator has…

Lees het volledige artikel

A0D24897-1372-FA16-E986715C58FC7CB8.png

Is China slowing (much) more than expected ?

What could be the Black Swan of 2011 ? Going through all the forecasts and outlooks that accompany any start of the year, one thing seems to be sure for all economists: China will continue to save the world economy… But what if China slows down ? Impossible ? The Chinese economic indicators leave room for discussion. The economic sentiment indicator has…

Lees het volledige artikel

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Groei betekent nog geen herstel

Nico Tanghe van De Standaard gaat dieper in op de hoera-berichten over de conjunctuur, en zet ze af tegen de structurele problemen. Onder de titel“roze bril en oogkleppen”geeft hij terecht tegengewicht aan het myope optimisme van economen en politici: Het was eind vorige week plotseling groot nieuws. De grootbanken hebben hun groeiprognose…

Lees het volledige artikel

05A1ED1E-9138-9F47-3E6179A447AA318E.jpg

Groei betekent nog geen herstel

Nico Tanghe van De Standaard gaat dieper in op de hoera-berichten over de conjunctuur, en zet ze af tegen de structurele problemen. Onder de titel“roze bril en oogkleppen”geeft hij terecht tegengewicht aan het myope optimisme van economen en politici: Het was eind vorige week plotseling groot nieuws. De grootbanken hebben hun groeiprognose…

Lees het volledige artikel

05A1ED1E-9138-9F47-3E6179A447AA318E.jpg

Groei betekent nog geen herstel

Nico Tanghe van De Standaard gaat dieper in op de hoera-berichten over de conjunctuur, en zet ze af tegen de structurele problemen. Onder de titel“roze bril en oogkleppen”geeft hij terecht tegengewicht aan het myope optimisme van economen en politici: Het was eind vorige week plotseling groot nieuws. De grootbanken hebben hun groeiprognose…

Lees het volledige artikel

Bear market rally that won't last

Andy Xie, a former Morgan Stanley economist, writesa stunning column on a Chinese blog. In short, he believes the current rally in financial markets will be short-lived. Furthermore, he blames banks and central banks for a bullish bias. Well, I can agree with most of this: Market chatter over green shoots and rising prices has fueled a bear market rally that…

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Bear market rally that won't last

Andy Xie, a former Morgan Stanley economist, writesa stunning column on a Chinese blog. In short, he believes the current rally in financial markets will be short-lived. Furthermore, he blames banks and central banks for a bullish bias. Well, I can agree with most of this: Market chatter over green shoots and rising prices has fueled a bear market rally that…

Lees het volledige artikel

Bear market rally that won't last

Andy Xie, a former Morgan Stanley economist, writesa stunning column on a Chinese blog. In short, he believes the current rally in financial markets will be short-lived. Furthermore, he blames banks and central banks for a bullish bias. Well, I can agree with most of this: Market chatter over green shoots and rising prices has fueled a bear market rally that…

Lees het volledige artikel

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"The worst has passed"

I remember visiting the NY Fed in November 2006. The chief economist of the central bank’s branch presented his economic outlook. His (the Fed’s) view was that the worst in the housing market was behind us. To underscore this opinion, he showed the graph of Toll Brothers, one of the major house builders in the States. Toll Brothers had been rebounding…

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Twitter

  1. Gino DelaereGino Delaere said: Good meeting in Noida, India on Friday with a company which has been using Artificial Intelligence & Machine Learni… https://t.co/iu28FIkPO7a couple of hours ago
  2. Gino DelaereGino Delaere said: @Fostijn https://t.co/TeyCR3XNidabout 12 hours ago
  3. Gino DelaereGino Delaere said: Had a great meeting with the owner of the iconic Royal Enfield motorcycle business (>90% market share in the mid-si… https://t.co/WP6y6gKnFkabout 12 hours ago
  4. Geert NoelsGeert Noels said: @Koen46604139 Op wat jij betaalt wel ;-)about 13 hours ago
  5. Gino DelaereGino Delaere said: Indians are consuming 10GB of data per month. The total monthly data consumption jumped 4 times from 2016 to 2018.… https://t.co/v3P6GuivwRabout 16 hours ago