Archive - The Next Economy by Florian Kronawitter

The Tariff Wall Is Coming

The market is oblivious to its biggest risk (but there are some silver linings)

Jul 24 •

Florian Kronawitter

Tectonic Policy Shift

Trump and Bessent guide to government financing changes that are still poorly understood, but of tremendous importance for global markets

Jul 1 •

Florian Kronawitter

June 2025

AI and the Labor Markt

Is a Rise in Unemployment Next?

Jun 9 •

Florian Kronawitter

May 2024

Inflation and Asset Prices

A burning social critique in light of recent Fed policies

May 6, 2024 •

Florian Kronawitter

Service-as-a-Software

A quiet AI-revolution has begun in SMEs. Plus following up on the QRA

May 3, 2024 •

Florian Kronawitter

April 2024

Second Wave or Bump in the Road?

Checking in on US inflation

Apr 8, 2024 •

Florian Kronawitter

March 2024

On Private Credit

Why it is not a bubble. Plus how I've decided to hedge for the still existing Q2 risks

Mar 25, 2024 •

Florian Kronawitter

A Dovish Powell

Implications from a very important FOMC meeting. How I adjusted my asset allocation, including Gold, Gold Miners, FTSE 100, Nasdaq, Dow Jones and Tesla

Mar 21, 2024 •

Florian Kronawitter

Is the S-Word in the Room?

A brief market update

Mar 15, 2024 •

Florian Kronawitter

A forecast for the coming quarter and the remainder of the year

Mar 11, 2024 •

Florian Kronawitter

February 2024

February Inflation

Important considerations for one of the most pivotal datapoints of the year

Feb 28, 2024 •

Florian Kronawitter

Is MMT the answer?

A brief critique on a controversial theory

Feb 21, 2024 •

Florian Kronawitter

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