Time to question the central bank herd mentality
Central bank analysis rarely goes beyond predicting the timing of the next interest rate step and the total number of interest rate steps that will be implemented over a given period, writes Jeroen Blokland.
JD Vance as the new power player
Trump’s pick of James David Vance, better known as J.D. Vance, as vice-presidential candidate markets a firm shift.
Schade Deutschland, alles ist vorbei
Columnist Jeroen Blokland takes a look at persistently declining industrial production in Germany.
The vanished housing market
House prices in Europe are soaring to historic highs, but supply isn’t meeting demand, creating a critical housing market crisis.
Ferrytales
It is high time for asset managers to reassess their private equity allocations, argues Jeroen Blokland.
Inimitable ECB
Data-dependent, that was perhaps the word we heard most often from the president of the European Central Bank (ECB) in recent months.
Will debt sink the American empire?
With the United States facing another daunting budget deficit of seven percent of GDP this year, such alarming depictions of debt are proliferating.
Value investing is dead, long live value investing
A company’s human capital is difficult to value, but the art of attracting and retaining talent is often the starting point of disruptive innovation.
High interest rates as an explanation for strong economy? Nonsense!
Financial markets and economies are often inscrutable. As an investor, you just have to put up with that.
Vive la sixième république!
Never before have there been so many elections in a single year, and yet another one looms.