Trump relies on tariffs, crypto and polarization - with noticeable consequences for markets and trust. Why Europe increasingly appears to be a reliable alternative.
Interest rates have risen more and more recently. Some indicators now show that the high is likely to be reached soon.
Panse's Perspectives
Goodbye, USA
The rise in interest rates in 2022 has shaken up the bond and equity markets and led to a historically poor performance. Is the worst now over? Unfortunately, no. But some markets will be hit harder than others.
Panse's Perspectives
Go East
Regardless of all the uncertainties, the US equity market is threatened with stagnation in the coming decade. Investors looking for decent returns should look to Europe - or Japan.
Panse's Perspectives
The myth of the new superpower
Experts have long believed that China will soon overtake the USA as the number one economic power. However, forecasts are slowly changing and the Chinese rise seems to have been postponed or even canceled. Why is that?
Panse's Perspectives
In praise of pessimism
Short-term economic and capital market forecasts are notoriously unreliable. But there are a few exceptions. And these indicators promise great profit opportunities on the stock market next year.
Panse's Perspectives
Knocked out or resurrected?
China has proven in the past that a crisis cannot harm the country in the long term. However, the current outlook for Chinese equities is anything but rosy.
Panse's Perspectives
It's time to shop
Everything currently looks like a looming recession. So is now the perfect time to buy real estate, gold and shares?
Panse's Perspectives
Chinese medicine
The Chinese real estate market is completely overheated. However, it does not pose the same threat as the US subprime market. A slump could even be good for the capital markets.
Panse's Perspectives
These sectors and regions are crisis-proof investments
Market discussions are dominated by fears of recession and persistent inflation. However, there are some shares that have proven to be good protection against the crisis.