July 5, 2017
Bloomberg: Risk-free Assets are the New Tail Risk
In his theory on financial markets' fragility and instability, the late Hyman Minsky argued that "from time to time, capitalist...
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June 15, 2017
The Silver Bullet | The Low Volatility Trap
Stability leads to instability. The more stable things become and the longer things are stable, the more unstable they will...
Lesen Sie weiterJune 7, 2017
Bloomberg: For the Pound’s Sake, Dot Write May a Blank Check
Brexit will shave 7.5 percent from U.K. GDP over the coming years, and a no-deal Brexit would be even more...
Lesen Sie weiterMay 31, 2017
WSJ: A Chance to Restructure the Eurozone’s Financial Architecture
Europe is back in black. France's new president, Emmanuel Macron, and Germany's Chancellor Angela Merkel are now working in tandem.
Lesen Sie weiterMay 22, 2017
The Silver Bullet | Is the Reflation Trade Over?
The global reflation trend that started last year has hit a wall. Inflation expectations are falling back. Bond yields and...
Lesen Sie weiterMay 9, 2017
FT: Macron scepticism won’t pay for investors
It is easy to reassert Euroscepticism but French president's victory will prove turning point.
Lesen Sie weiterMay 4, 2017
The Silver Bullet | Europes Opportunity
As the fog of war dissolves after elections, the contours of a new political equilibrium are emerging across Europe.
Lesen Sie weiterApril 12, 2017
WEF: Brexit could be the best thing that happened to the European Union
In June 2016, the British public voted to do the unthinkable: leave the European Union. For a while there was...
Lesen Sie weiterMarch 31, 2017
The Silver Bullet | Introducing the Brexit Walrus
The time has come, the Walrus said, To talk of many things: Of shoes and ships and sealing-wax...
Lesen Sie weiterMarch 23, 2017
The Silver Bullet | Europes Long Way out of QE Infinity
Alice: How long is forever? White Rabbit: Sometimes, just one second. Alice in Wonderland, by L. Carroll
Lesen Sie weiterMarch 22, 2017
FT: ECB needs to be original on tapering
The Fed is on a clearly flagged path to reduce stimulus, with at least two more rate rises to go...
Lesen Sie weiterMarch 8, 2017
The Silver Bullet | Dont Fret about Frexit
Hey now, baby Get into my big black car Hey now, baby Get into my big black car I want...
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