Kabuki

In our previous posting, we mentioned that not a lot of safe havens still exit in the world of today. Which sovereign bond can I trust, what kind of monetary system will be there the day after tomorrow etc. Recently we have seen some strange developments occurring in financial markets, confirmed by international investors net in- ...

• Written by Christof Govaerts
• On  November 24, 2011
• Tags :  Financial Markets  Japan 

The Nipponization of the US

If we use the same logic over and over again, we will arrive at the same end result. The solutions that were used by Japan, and proposed by ia. Greenspan and Krugman failed. And yet, the same school is still in power, and implementing the same policy in the US. In Europe, this school is very powerful. In 2008 they pushed for higher ...

• Written by Geert Noels
• On  August 10, 2011
• Tags :  Financial  Japan  US & Canada 

Stop the clocks ! - Comfortably numb ?

Stop all the clocks, cut off the telephone,

• Written by Christof Govaerts
• On  April 01, 2011
• Tags :  Financial Markets  Real Estate 

Guest Post : Peak Oil, a hot issue, again ?

The Japan disaster has put the energy debate & supply bottlenecks back on the front page. How serious is it or could it be ? Again, peak oil scenarios are loooming. We would like to share some interesting insights with you from Johan Braem, Senior Value & Theme Equity Analyst at Econopolis.

• Written by Christof Govaerts
• On  March 30, 2011
• Tags :  Energy 

Japan & M-East : Risk & Weekly wrap-up

One week into the Japanese drama and we have already witnessed some important developments on the financial front. As usual, just follow the flows.

• Written by Christof Govaerts
• On  March 20, 2011
• Tags :  Financial  Japan 

Earth quakes and their economic impact

• Written by Geert Noels
• On  March 13, 2011
• Tags :  Japan 

Drama in Japan- open discussie

De aardbeving en de daaropvolgende tsunami hebben een onmetelijk menselijk lijden veroorzaakt. Duizenden slachtoffers, gebouwen en vernielde infrastructuur. Maar economisch zou de impact beperkt en regionaal gebleven zijn. De kettingreactie van de ramp op de nucleaire installaties zorgt voor een impact op de Japanse en de ...

• Written by Geert Noels
• On  March 15, 2011
• Tags :  Japan 

Update on Japan : Reflation "all in"

Next to the extreme money market measures already been put into action, more measures have been taken to keep the engine running :

• Written by Christof Govaerts
• On  March 18, 2011
• Tags :  Japan 

Update on Japan

"Don't worry, we have it all under control ?" Some recent numbers and chain of events to put this into perspective

• Written by Christof Govaerts
• On  March 16, 2011
• Tags :  Japan 

Forex interventions - protectionism - safe havens

Do the wall street shuffle, watch the greenback tumble, feel the sterling crumble , you need a yen to make a mark....

• Written by Christof Govaerts
• On  September 19, 2010
• Tags :  Financial Markets  US & Canada 

Nipponizatie van de VS

De Amerikaanse centrale bank is wat pessimistischer geworden. In verhulde "Fed-taal" staat een boodschap verborgen : Financial conditions have become less supportive of economic growth on balance, largely reflecting developments abroad. Bank lending has continued to contract in recent months. Nonetheless, the ...

• Written by Geert Noels
• On  June 24, 2010
• Tags :  Financial  US & Canada 

Japanse Survey over België

Omdat er zoveel telefoons over kwamen ben ik even gaan zoeken. Volgens de Japanse kamer van koophandel, divisie België, is ons land het aantrekkelijkste land ter wereld voor investeringen. Het nieuws werd her en der opgepikt, en plots leek het wel of al die sluitingen en de afkalving van buitenlandse investeringen een ...

• Written by Geert Noels
• On  February 04, 2010
• Tags :  Emerging  Demographic