Geopolitical Update : Can ECB’s QE avert Deflation in Europe?
Dear reader The ECB has lowered its deposit rate further to minus 0.5% and announced it will start “printing” money again to buy EURO 20 Bn of Euro-Bonds a month.…
FED fails to normalize rates although zero rates cap growth and intensify deflation: watch USD!
By Christian Takushi, Macro Economist, 17 Sep 2015, Switzerland. The FED decision this evening was a crucial one and its implications go beyond monetary policy and the economy. As I…
Former Bundesbank Chief Axel Weber challenges FED & ECB – with best monetary analysis since 2008
By Christian Takushi MA UZH, 11 June 2015, Switzerland. I believe that the former chief of the German Bundesbank (BuBa or German Central Bank) has put forward probably the best…
NZZ: Die fetten BRIC-Jahre sind vorbei (the fat years are over for BRICS)
NZZ BRICS macro & demograph Takushi 1 Dec 2014 NZZ’s Werner Grundlehner interviewed Christian in Nov 2014 to discuss his global macroeconomic and geopolitical views, especially on China.
China faces a Convergence of Challenges
“ The multiple challenges China faces – exacerbated by demographics – are unparalleled in modern history ” Lake Geneva, July 2014 Abstract: Many observers expected a major Financial…
Japanese Currency under pressure
Christian discusses on Bloomberg TV the Japanese Currency, politics, exporters’ interests and the weak popular mandate for change. He reminds investors that long term a stronger currency is vital to…