Donald Trump is back in the White House - and with him, economic policy uncertainty is returning on a scale that is already having an impact on the capital markets.
For 300 years, governments have been using the same tricks to finance their debts and investors have fallen for them time and time again. For the attentive market observer, however, this presents opportunities.
Panse's Perspectives
Just stay relaxed
Corona is not only weakening the economy, it is also shaking up the stock markets. This is because many investors believe that the economy and share performance are closely linked. But that is wrong.
Panse's Perspectives
The biggest bubble of all time
According to Reinhard Panse, the well-known stock market bubbles of the past decades are a joke compared to the current situation on the government bond market in the European Monetary Union.
