Unimaginable #1 Update in Charts: Car Sales & PMIs- V-shaped recovery finally in Europe AND USA

The last update for Unimaginable No. 1** published just over a week ago implied US and European good growth prospects in jobs and property statistics, but sentiment remains elusive, and now we get more encouraging indicators from the US vehicle sales and PMI manufacturing statistics! The elusive sentiment comes from a fear of rising interest […]

German Elections! Germany Gets “Change” – Will Merkel Leave Her Comfort Zone…

…and go for a “Jamaica” Coalition = CDU/CSU + FDP (Liberals) + the Greens? Unimaginable #7**: Populists on the retreat (lose European elections) – not in Germany! Yesterday, Sunday, 24 September, Germany voted for a new Parliament. As was expected, Chancellor Merkel’s party won as did the potential for either a Grand Coalition, i.e. the […]

Update: Imagine the Unimaginables 2017 – #7. Populists on the retreat (lose European elections)

“Imagine the Unimaginables” for 2017 is an annual attempt to identify what the capital markets are expecting in the months to come and therefore have efficiently discounted. It is an act of trying to identify consensus. This was originally published on December 1, 2016 and speculates what might happen in 2017 and is not yet […]

Update: Imagine the Unimaginables 2017 – #1: V-Shaped Recovery Finally in Europe AND USA (Lots of Charts)!

“Imagine the Unimaginables” for 2017 is an annual attempt to identify what the capital markets are expecting in the months to come and therefore have efficiently discounted. It is an act of trying to identify consensus. This was originally published on December 1, 2016 and speculates what might happen in 2017 and is not yet […]