The Challenges that the US Economy will face in 2024

US economic data show fiscal derailment as debt servicing costs rise, which will cast doubt on US geopolitical commitments to Ukraine and Israel, but also set the stage for tax hikes and deflation pressure on stock prices. This highlights that in 2024 the focus will not be on the question of rising interest rates – …

How healthy is the Global Banking “system”?

Markets are still digesting the fallout from the failure of Silicon Valley Bank, the second largest bank failure in US history and the biggest collapse since the 2008 financial crisis, which was quickly followed by the collapse of New York’s Signature Bank, when suddenly what seemed to be just a problem of mid-sized American banks …

What would a US bankruptcy cause?

The Biden administration has until June 1st, so that the US does not end up in default, which in turn will bring a series of “chain” reactions that will cause a global economic shock. And the reason is very simple: American banks are “loaded” with government bonds and may collapse if the debt ceiling is …

The Real-estate market in turmoil and how the EU & USA is hitting Growth

Investments in real estate are traditionally made with loans, the vast majority of which have a variable interest rate. Rising interest rates increase the cost of servicing loans and consequently reduce or eliminate the profit of the companies that own the properties. Already, internationally, the first effects are being observed, with many large companies that …

The Limits of “Economic Orthodoxy”

Every year the executives of the US Federal Reserve System gather in Jackson Hole, Wyoming for an annual financial symposium. At this year’s meeting, everyone was expecting the position of Fed chief Jerome Powell. And the message from the American central banker was clear: at the moment the priority is to reduce inflation. The direction …

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