Switzer: Fed rate rise and equities outlook
18th November 2015 Has Marcel's recent trip to the US changed his view on rate rises and stock markets?
Switzer: RBA rates and the banks
15th October 2015 If the big banks follow Westpac and start raising interest rates, what happens to the RBA's impact on the economy?
Geld Zug: MAURICE & KING JULIEN OF MADAGASCAR’S ”EMERGING MARKETS”
In the Dreamworks movie “Madagascar 2”, there are many parent-intended lines uttered by the Lemur King Julien. One of his best is when they are leaving the African island of Madagascar on a plane, flown by the Penguins, bound for New York City. King Julien of Madagascar (self proclaimed) wants to know why people from the other end of the plane keep coming into the first class section; “Maurice, whatever happened to the separation of the classes?”. The new Chief Economist of the IMF, Maurice Obsfeltd, answers this question in a recent report and the findings all lead back to [...]
Switzer: Should we expect a Santa Claus rally?
7th October, 2015 Marcel von Pfyffer from Arminius Capital joins the show to talk about whether or not we should expect a Santa Claus rally
Switzer: Predictions for the next US Fed meeting
Marcel von Pfyffer shares his predictions for the next US Fed meeting.
Switzer: Global impacts from China & the Fed
Marcel von Pfyffer discusses global impacts from China & the Fed
Geld Zug: THE US NAIRU BASE IN MACRO-NESIA
Don’t economists just love acronyms? The usual suspects incorporate GDP and CPI, which everybody recognises – or should – instantly. Moving up the economists’ food chain, we can find other delectables such as PCE, RFR & ERP. Once you enter the realm of the macro economists, the populist pinnacle (because what this class of economists talk about actually sometimes is of relevance to the man on the street), we are blessed with exposure to a whole new universe. The one that currently appears in the media with increasing frequency, for very good reason so the Fed tells us, is one [...]
Switzer: Investment in China
Marcel von Pfyffer talks about the hazards that are involved investing in china
Switzer: Similarities between Greece and the movie The Notebook
Marcel von Pfyffer explains in his latest interview with Peter Switzer
Geld Zug: HELLENIC HADES APPROACHES
As we approach the June Solstice in the northern hemisphere, we would do well to remember that in Greece and North America at this time of year it is known as the longest day of the year. The Latin from which the name is derived is “Solstitium” which means nothing less than “sun-stopping”. So, as we approach the final chapter in a farcical end game between Greece and the IMF/EU/ECB/EFSM/EC/European-taxpayers/(insert acronym beginning with “E”), we truly are about to finally watch the sun stop shining on Greece’s financial credibility. Again. Angela Merkel, the Chancellor of Germany, now finds herself [...]