Opinion

Fed Chair Powell has made no secret of it: he and his colleagues aim to bring interest rates back to the elusive, yet undefined, neutral rate. To reinforce this narrative, the FOMC members filled their forecasts with a significant number of expected rate cuts. However, the question now arises: does inflation actually permit this?

Many central banks have begun lowering policy interest rates. The aim is to counteract economic slowdowns or even a potential recession. When both short- and long-term interest rates are consistently below the nominal growth rate of the economy, the situation is referred to as reflation.

Since the news broke that Donald Trump will once again become President of the United States, bitcoin has been impossible to ignore. Not only because of its record-high prices but also because bitcoin’s acceptance as an investment class and alternative form of “value” appears to be accelerating.

The outperformance of private equity should be nuanced, says investment expert Jan Longeval. “But it offers an important advantage that is rarely highlighted.”

The victory of Trump is good news for cryptocurrency. During the election, crypto was a key topic, revolving around SEC Chairman Gary Gensler.

I often read that stocks are incredibly expensive and that a significant correction is “imminent.” But I actually think it’s not as dramatic as it seems. It all depends on the valuation lens you use.

Luxembourg should take a page from Ireland’s playbook and deepen its relationship with the United States. The European Union is gradually eroding the regulatory flexibility and pragmatism that once enabled Luxembourg to attract international investors and dominate the fund industry.

Growing signals suggest the Republicans could clinch a victory in today’s elections, a scenario generally regarded as optimal for investors. A Republican Sweep would mean lower taxes, deregulation, and increased government spending. However, the gap between the Republicans and Democrats remains too narrow to confidently predict a winner, raising the likelihood of a contentious, potentially escalating dispute over the results.

In our increasingly polarised society, political messages are more frequently being ‘hidden’ within economic analyses. With the US presidential election approaching, the number of these messages is growing, with the truth often bending slightly to accommodate them.

The governing council of the European Central Bank (ECB) lowered interest rates again in October. The bank expects annual inflation in 2026 to reach 1.9 percent, which would align with the ECB’s target of 2 percent annual price increases.