Inflation:
Miles to Go
At the end of the previous analysis, we pointed out our distrust in the FED-promoted argument of a short-term inflationary shock caused strictly by the supply side. With the passage of time, we can assess that the inflation rate in the short term got out of the control of the central bankers.
Q1 2022:
Different Shades of Black Swan
Geopolitical risks along with the recalibration of monetary policy have caused historically one of the worst quarters for investors. The continuing rise in commodity prices may be reflected in the acceleration of global inflation in the next quarters.
Q4 2021:
Approaching the New Era
The number one topic in 2021 was inflation and the recovery of the global economy. Find out more about significant decline in the unemployment rate, the dominant growth of the real estate and energy sector, the high level of price increases and the impact of higher inflation rates on financial markets. Read our Q4 2021 + 2021 report.
Semiconductors:
Holding the Aces
In the analysis Semiconductors: Holding the Aces, we analyzed the use of semiconductors, prediction of the future growth of the global datasphere, as well as the development of stock prices of selected companies in the semiconductor market.
Inflation:
Hell or High Water
In our investment research Inflation: Hell or High Water, we have updated the knowledge about inflation that we published in our previous investment analysis Inflation: On the Rise in June 2021. Based on our own proprietary research, investment approach and strategy, we have modified and updated alternative scenarios for the future development of inflation in 2022.
Q3 2021:
At the Edge of the Whirl
New regulations in China, rising inflationary pressures, the EU energy crisis, a new commodity cycle, a tightening of the Fed’s monetary policy and possible interest rate hikes in the third quarter are of concern to investors. Is it time to change course?
Q2 2021:
Staying the Course
2Q 2021 brought some important indicators of the future direction of the economy. Concerns about inflation and a high level of uncertainty among investors remain. The future is still shrouded in fog. The question is, should we continue staying the course? Q2 2021 Highlights: The U.S. economy continues to recover in Q2 2021. Economic growth […]
Q1 2021:
En Route to Recovery
The first quarter of 2021 was marked by the recovery of the world economy. Macroeconomic data on all fronts were significantly favorable in Q1. However, long-term rising inflation above 2% is a source of concern for investors. What are the expectations for Q2?
