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All posts by Daniel Lacalle
Why We Should Worry About China
This article was published in Israel here.
Many of our readers might remember the late 80s. There were hundreds of movies, songs and books about the inevitable Japanese economic invasion. The ones of you that did not live that period can see that it did not happen.
Why? Because the Japanese growth miracle was built on a massive debt bubble and, once it burst, the country fell into stagnation for the better part of two decades. It still has not recovered. Continue reading Why We Should Worry About China
Market Impact of the US Tax Reform and Rising Chinese Yields
In this short video we explore the impact of the US tax reform on markets, what is discounted and what is not, as well as the risks coming from rising Chinese bond yields.
Daniel Lacalle is Chief Economist at Tressis SV, has a PhD in Economics and is author of “Escape from the Central Bank Trap”, “Life In The Financial Markets” and “The Energy World Is Flat” (Wiley) Continue reading Market Impact of the US Tax Reform and Rising Chinese Yields
Germany and Inflation Expectations. Is European Growth at Risk?
OECD estimates of Real GDP Growth for 2018 have been revised up for Europe (to 2.5%). However, 2019 estimates have been cut to +1.9% growth.
Continue reading Germany and Inflation Expectations. Is European Growth at Risk?