Halvers

Markets

Halver’s market assessment: Too much optimism in the stock market? – columns

Despite lockdown extensions, virus mutations and setbacks in the vaccination process, there is clear economic and equity optimism. If US…

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Markets

Halver’s column: Will interest rates become the natural enemy of stocks again? – columns

The main drivers of the global equity rally since 2009 are a torrential money supply and gagged interest rates. The…

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Markets

Halver’s market assessment: Personal-Financial.com market year 2021: Lots of questions, but also lots of exclamation marks – columns

After a mini-recession in winter, the growth forces then become stronger. With the increasing wave of vaccinations, the “path of…

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Markets

Halver’s market assessment: “Yes, is it Christmas today?” – Columns

With expanded liquidity support from the ECB, the alliance between monetary and financial policy will be tied even more closely.…

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Markets

Halver’s Column: Inflation – The Comeback of 2021? – columns

It was one of the biggest comebacks in sports history. After seven years, boxing legend Muhammad Ali regained the world…

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Markets

Halver’s market assessment: Economic outlook – Even the coldest winter cannot prevent next spring – columns

The corona pandemic and the uncertainty about the extension or tightening of economic closings suggest a harsh economic winter. But…

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Markets

Halver’s market assessment: “Happy days are here again” …

… people always like to sing in America when crises or risks subside. And two equity risks are becoming less…

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Markets

Halver’s column: The Fed on the way to omnipotence?

Despite good news about a corona vaccine, the winter in America will be “very dark” in terms of health and…

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Markets

Halver’s column: Europe shouldn’t be too happy about a US President Joe Biden

With a US President Biden, calm would basically return to the geopolitically shaken box. While Trump’s frozen transatlantic relationship is…

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Markets

Halver’s market assessment: secular stagnation ahead?

Secular stagnation is a long phase with no or only weak economic growth. The economic environment is characterized by low…

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