Economy & Markets
Economy & Markets #4 - Geopolitical risk declining, or not?
Michel Salden
I am Michel Salden, an economist with over 20 years of experience in active portfolio management at companies including ABP and Vontobel. I specialize in credits, currencies, and commodities and am now active at Tresor Capital as an investment manager.
Economy & Markets
Economy & Markets #3 - What will happen to the dollar? Applying for jobs again thanks to AI?
Economy & Markets
Economy & Markets #2 - Trump plays real-life Risk
Economy & Markets
Economy & Markets #51 - Europe finances Ukraine, Washington confronts Venezuela
Economy & Markets
Economy & Markets #50 - Playful scenarios for 2026 and a critical look at Private Equity
Economy & Markets
Economy & Markets #49 - Europe is becoming divided in terms of pace and vision
Economy & Markets
Economy & Markets #48 - How a butterfly in Japan can cause a whirlwind in Brussels
Economy & Markets
Economy & Markets #47 - How Asian turmoil and AI doubts are testing market sentiment
Economy & Markets
Economy & Markets #46 - Markets Seek Direction Without Data
Economy & Markets
Economy & Markets #45 - Two Speeds in One Economy: Why the Fed Is Caught Between Growth and Inequality
Strong profit growth at the top masks the pressure on the middle class and SMEs, making monetary policy increasingly difficult to balance.
Economy & Markets
Economy & Markets #44 - Opportunities for a New Investment Wave in the Gulf States
Researchers at KKR cite five factors why the Middle East is the place for investors in the coming decade.
Economy & Markets
Economy & Markets #43 - Private Credit: The Wild West of Wall Street
According to JPMorgan CEO Jamie Dimon, private credit is the new frontier of financial risk. The losses at Tricolor and Jefferies illustrate the vulnerability of this rapidly growing market, even as system banks show strong quarterly figures.