DIETER WERMUTH’S INVESTMENT OUTLOOK – May 2020
6th May 2020
Stock markets ignore Corona – so far It is hard to believe that global stock markets have largely shrugged off the prospect that the world economy
News
DIETER WERMUTH’S INVESTMENT OUTLOOK – Mars 2020
6th March 2020
Stock market correction will continue The coronavirus shock forces investors to change assumptions about market trends. It is not clear how long the epidemic will
DIETER WERMUTH’S INVESTMENT OUTLOOK – November 2019
26th November 2019
Dividends beat bond yields – by a wide margin By now, the stock market boom is ten and a half years old and thus one
Climate emergency: 11,000 scientists warn of ‘untold suffering’ – CNN
8th November 2019
Read the full article at: https://www.cnn.com/2019/11/05/world/climate-emergency-scientists-warning-intl-trnd/index.html
DIETER WERMUTH’S INVESTMENT OUTLOOK – September 2019
6th September 2019
Bond markets: look like bubbles, smell like bubbles – are bubbles I am not aware of any economist who has ever predicted that whole yield
Bond bubble will burst – only a matter of time – by Dieter Wermuth
27th August 2019
Read the full article in german at: https://blog.zeit.de/herdentrieb/2019/08/26/blase-am-bondmarkt-wird-platzen-nur-eine-frage-der-zeit_11441
How a CO² tax could also be a major source of state revenues – by Dieter Wermuth
20th August 2019
Read the full article in german at: https://blog.zeit.de/herdentrieb/2019/08/19/was-eine-co2-steuer-bringt_11432
A looming recession and overvalued equities – a dangerous mix – by Dieter Wermuth
13th August 2019
Read the full article in german at: https://blog.zeit.de/herdentrieb/2019/08/09/rezession-und-ueberbewertete-aktien-ein-gefaehrlicher-mix_11419
Draghi does not expect a recession – but is quite scared of one – by Dieter Wermuth
29th July 2019
Read the full article in german at:https://blog.zeit.de/herdentrieb/2019/07/25/draghi-erwartet-keine-rezession-hat-aber-angst-davor_11408
German GDP will shrink again – by Dieter Wermuth
12th July 2019
Read the full article in german at: https://blog.zeit.de/herdentrieb/2019/07/11/deutsches-bip-wird-erneut-zurueckgehen_11377
The miracle of Athens – by Dieter Wermuth
5th July 2019
Read the full article in german at:https://blog.zeit.de/herdentrieb/2019/07/04/das-wunder-von-athen_11369
