Social Tensions and Zombie Companies in the EU

In the Euro-Zone and EU economy in general, two counterbalanced powerful forces are created after the end of the pandemic. On the one hand we have the net potential part of the economy that will include strong capital-intensive companies that will be driven without obstacles to their “green” transformation causing their explosive growth and gaining …

Establishing a Global Minimum Corporate Tax Rate in the Wrong Way

The high budgetary costs caused by the covid-19 pandemic, which most countries on the planet and especially western governments face in conjunction with US President Joe Biden’s new US fiscal policy through the announcement of the Infrastructure program and the intensifying US trade confrontation with China, makes it mature to implement the US proposal to …

U.S. Infrastructure Program turns to Social Justice by Launching Public Debt

Expectations for the $2trillion Infrastructure Project announced by US President Joe Biden on Wednesday 31/03/2021 are high. With his announcements he decides to shift to social justice with a new form of income redistribution in US society while stopping the tendency to constantly reduce corporate taxation. Joe Biden is largely taking away the gifts of …

Inflation, Rising Interest Rates or Both Together?

At the hearing before Congress on Thursday, March 25, 2021, Fed Governor Jerome Powell was adamant that any resurgence of inflation in the US would be temporary (inflation above 2% for 2021), transitional and would in no way affect the Fed’s target of average inflation of 2%. But rising Federal Reserve bond yields point to …

Suez Canal: World Trade Woes Grow

The accident of the ferocious cargo-ship named “Ever Given in the Suez Canal last week reminded us how crucial the maritime trade corridors and especially those maritime trade corridors that unite Europe and Asia are. The Suez Canal. The timing of the accident is bad since it coincided with the hardships suffered by world trade …

The Leader of a Business

Business leaders are always invited to define the future vision for the company they run, to solve immediate problems whenever and when they arise and of course to be interested not only in the proper functioning and productivity of the company but also in producing the required results that they have set or have been …

Structure of The Stock Portfolio during the Economic Recovery Phase

Last week we saw a sell-off in the technology shares of large companies, a fall in the price of gold and a rise (fall) in yields (prices) on government bonds. However, the passage of the $1.9bn “Biden” fiscal package has made investors worried about the expected artificial inflationary pressures that will force central banks to …

Selection of Shares: Technology Companies or Traditional Industries

The recent passage in the Congress of the new $1.9bn “Biden” fiscal package has caused a “frenzy” among investors everywhere, especially those operating on the US stock market. Estimates vary with each financial company trying to create the right momentum for its client-investors so that funds invested during the pandemic in shares of technology and …

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