Category: Europe

Global real estate market growth is here to stay!

On its last Global Housing Watch, the IMF continues to be optimistic about this important investment asset class. There are different reasons why this year house prices will continue to rise, faster than last year. Driven by a stabilized economic growth in many developed countries and stabilized commodity prices in many developing countries, the perspective...

How low can the European banking stocks go?

How low can the European banking stocks go?

It’s not the first time we see the European banking stocks in a free-fall. It was worse in 2008. The problem is, we haven’t seen the banking shares rallying since that time. Right now, you can buy some of the European banks shares like Deutsche Bank, Credit Suisse, Societe’ Generale at the cheapest price in...

Should you worry about this global market sell-off ?

Should you worry about this global market sell-off ?

The bear market, in which global stock markets entered this week, is something many hedge fund managers were waiting for. It’s not a 10% correction just like it was the one of last summer. It’s a more than 20% correction. This is what many technical analysts consider, the first step of a larger bear market....

After the FED Taper Tantrum we have the ECB Transparency Tantrum

After the FED Taper Tantrum we have the ECB Transparency Tantrum

Uncertainty about the future is something common in the financial markets, but until last week, we haven’t seen such a confusion and such a hard reaction of the international markets to Mario Draghi’s speech. The markets were highly disappointed from the last ECB decision to not further expand the QE. The expectations were for at...

Italy’s bad bank won’t have the expected impact on Italy’s economy

Italy’s bad bank won’t have the expected impact on Italy’s economy

The 200 BN Euros of non-performing loans, in all the Italian banking system, is the number that decisively has pushed the Italian government to intervene in the banking system. After years of rising non-performing loans, after the vanish of the hope, to see a change of course in the bad loans, after that many European...