The Next Economy by Florian Kronawitter
Subscribe
Sign in
Home
Archive
About
New
Top
Discussion
Terra Incognita
Three scenarios for the economy and markets, and which one I think is the most likely
Nov 29
•
Florian Kronawitter
38
Share this post
Terra Incognita
www.nexteconomy.co
Copy link
Facebook
Email
Note
Other
24
Stuffed Turkey?
A brief note why I have exited my equity long exposure
Nov 24
•
Florian Kronawitter
48
Share this post
Stuffed Turkey?
www.nexteconomy.co
Copy link
Facebook
Email
Note
Other
3
Land of the Rising Yen?
Recent Treasury decisions should weigh on the US Dollar. Possibilities to express that view
Nov 20
•
Florian Kronawitter
29
Share this post
Land of the Rising Yen?
www.nexteconomy.co
Copy link
Facebook
Email
Note
Other
10
Animal Spirits (Part 2)
Implications from the past weeks' seismic shift in markets
Nov 17
•
Florian Kronawitter
42
Share this post
Animal Spirits (Part 2)
www.nexteconomy.co
Copy link
Facebook
Email
Note
Other
11
Animal Spirits
Has today's US inflation data changed the picture for markets into year end?
Nov 14
•
Florian Kronawitter
38
Share this post
Animal Spirits
www.nexteconomy.co
Copy link
Facebook
Email
Note
Other
10
Will it Hold?
Why some recent labor market trends are concerning
Nov 10
•
Florian Kronawitter
40
Share this post
Will it Hold?
www.nexteconomy.co
Copy link
Facebook
Email
Note
Other
11
Shorts Squeezed, What's Next?
Three scenarios, and what I deem the most likely
Nov 6
•
Florian Kronawitter
49
Share this post
Shorts Squeezed, What's Next?
www.nexteconomy.co
Copy link
Facebook
Email
Note
Other
15
The Treasury Blinked
What yesterday's QRA release means for the economy and markets
Nov 2
•
Florian Kronawitter
54
Share this post
The Treasury Blinked
www.nexteconomy.co
Copy link
Facebook
Email
Note
Other
16
October 2023
The Trap
Why downside risk continues to be elevated
Oct 26
•
Florian Kronawitter
44
Share this post
The Trap
www.nexteconomy.co
Copy link
Facebook
Email
Note
Other
17
On Real Rates
And why I see odds for "risk off" in the coming weeks
Oct 19
•
Florian Kronawitter
36
Share this post
On Real Rates
www.nexteconomy.co
Copy link
Facebook
Email
Note
Other
6
On Listening to the Market
What are its guts telling us about the economy?
Oct 17
•
Florian Kronawitter
44
Share this post
On Listening to the Market
www.nexteconomy.co
Copy link
Facebook
Email
Note
Other
15
On the Middle East
Sometimes words are hard to find
Oct 13
•
Florian Kronawitter
35
Share this post
On the Middle East
www.nexteconomy.co
Copy link
Facebook
Email
Note
Other
2
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts