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Tag archives: economics

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The New Normal (...again)

Like most crisis before, this time is completely different and completely the same. But one aspect of the predicament we and the markets find ourselves in is clear already - it is not a crisis of liquidity as was the case in the late 00's. Instead liquidity is plentiful, the question being where will that liquidity find a home in the face of heightened uncertainty and a shifting geopolitical and economic landscape?

Image attribution: QuoteInspector.com
Image attribution: QuoteInspector.com

Move over Omicron: INFLATION is the new buzzword. The threat of inflation looming over central banks has made an already difficult situation that much harder to deal with. Looking back on the past year we can see that much action was centred around driving economic recovery, but now private lenders, banks and governments will need to adapt.

Image by pixabay.com
Image by pixabay.com

In the past few weeks, the Private Debt market and its participants were a frequent subject to headlines in the business and financial news. Does that mean that this market, now about a decade old in Europe and two decades old in the US, is becoming mainstream?

What Are We Reading, Summer 2020

For the 3rd year running the Altimapa team has shared its summer reading choices and other findings. Maybe because we have mostly enjoyed various forms of staycation, the team has been more adventurous and this year's list includes music and television as well as the more usual readings.

And Now For Something Completely Different...

Key points

  • Expect years not months until Article 50 is triggered
  • Boris Johnson to lead the UK out of Europe
  • Liberal Leavers only looking to leave “political structures” of the European Union
  • So Norwegian style deal most likely, with continued access to single market
  • Freedom of movement to stay, but further compromises on welfare
  • Short ...