The Early Wrap-Up for the 2017 Imagine the Unimaginables

Food for Thought… “Imagine the Unimaginables” 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 and then think of trends that may defy that consensus and is not yet priced in. Keep in […]

The USA is Smashing Clean Energy Targets as of 2016

Under the list of Unimaginables published last November for 2017:  Imagine the Unimaginables 2017 , No. 5 Trump Goes Green remains quite unimaginable, but America taking the lead in meeting or beating global targets could get less unimaginable. Here is a review of the 2017 timeline published so far under Unimaginable #5: 5. Trump goes […]

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 […]

Populism on the Rise…again? Interesting Chart

Unimaginable #7**: Populists on the retreat (lose European elections) – not in Germany! Today Germany celebrates 27 years of unification and is in the midst of forming a new government after recent federal elections. Merkel’s party has the leading mandate and it looks like it will most likely be a “Jamaica” coalition (CDU/CSU+FDP (liberals) + […]

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 […]

Imagine the Unimaginables Summer Update

“Imagine the Unimaginables” 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 discounted. Newly […]