Category: Analysis

Recession in the eastern Europe will finish

Recession in the Eastern Europe will finish

The last visit of the secretary of state Mr. John Kerry is a good chance for the Eastern Europe to get out from the terrible situation in which it is. In our outlook there are high probabilities that Mr. Putin Is going to take this chance that has been offered by the West. Russia and...

Greece pays its debt

Greece pays its debt

From a macro point of view it doesn’t change many things but today’s payment by Greece to the IMF has positively surprised the markets. Varoufakis now looks a nice face. In fact the government of the most indebted country in the West is going to pay tomorrow $750 mln to the IMF. Many investors for...

Which is worse: Grexit or Brexit ?

Which is worse: Grexit or Brexit ?

On the eve of the election In Great Britain, there is some concern In the head of investors around the world and a new demand is coming out.  Which is worse for Europe, an exit of Greece from the Euro-area or an exit of Great Britain from the European union? Effectively both these events are...

A world full of debts

A world full of debts

Has the world always been full of debts? Not as much as now. Economists have tried to convert the GDP of the world in different moments of the history in current dollars just to have an idea of how big a certain country was and how developed was the international commerce in some periods of...

Time to sell the Bonds

Time to sell Bonds

Is it time to buy bonds and sell equities or sell bonds and buy equities? May be it is time to sell both. We are pretty sure about one thing: that it is not time to buy both. Interest rates are at the lowest level and the only thing they can do is to go...

Federal-Reserve

The soft landing of the QE

Economists and investors around the world are now worried about the way how the bubbles will deflate. The central banks were enough good to avoid the hard crash of development countries’ economies by printing money and purchasing everything. Now we all are waiting to see how they will withdraw the cash without causing a hard...