Investor @Robeco, blogger & columnist. Total graph addict! On Business Insider's list of ‘must follow’ finance people on Twitter. Views are my own, of course.
German companies are increasingly worried about their #China business.
A massive chart to take into account when making (strategic) investment decisions. (ht @Schuldensuehner )
We have published our Outlook 2020! Base case: No US #recession , #equities higher before struggling, #value ready for a comeback, #inflation to return, be selective in #bonds , but pockets of value remain.
From the BofaML Global Fund Manager Survey: Growth expectations rose the most on record in the latest survey. The #ISM Manufacturing Index rose by 8-9 points 6 months after prior spikes in growth expectations.
This is a historical day for markets! #Argentina ’s stock market plunged a whopping 48% in #USD today, marking ‘the second-biggest one-day rout on any of the 94 stock exchanges tracked by Bloomberg going back to 1950.’ Also painfully, it already held that position before today.