The Next Economy by Florian Kronawitter

A Political Storm Is Coming

Markets are telling us big change may be under way

Nov 14 • 

Florian Kronawitter

72

3

5

October 2025

Introducing Dominant Driver Theory

How I achieved a 101% LTM return in the world's hardest asset class - Global Macro

Oct 16 • 

Florian Kronawitter

82

11

8

July 2025

The Tariff Wall Is Coming

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

Jul 24 • 

Florian Kronawitter

94

5

4

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

95

18

4

June 2025

AI and the Labor Markt

Is a Rise in Unemployment Next?

Jun 9 • 

Florian Kronawitter

64

9

3

May 2024

Inflation and Asset Prices

A burning social critique in light of recent Fed policies

May 6, 2024 • 

Florian Kronawitter

65

11

3

Service-as-a-Software

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

May 3, 2024 • 

Florian Kronawitter

61

15

3

April 2024

Second Wave or Bump in the Road?

Checking in on US inflation

Apr 8, 2024 • 

Florian Kronawitter

64

13

3

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

42

7

2

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

73

15

2

Is the S-Word in the Room?

A brief market update

Mar 15, 2024 • 

Florian Kronawitter

54

6

On Liquidity

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

Mar 11, 2024 • 

Florian Kronawitter

69

10

2