Tomorrow I will be on Bloomberg TV at 11:40 AM Hong Kong time. Here are some thoughts that I will share on the three subjects highlighted in yellow: Read more
Dr. Enzio von Pfeil
Dr. Enzio von Pfeil is a seasoned global economist. Dr. von Pfeil’s skill lies in understanding macro-economics, the business cycle and day-to-day business operations. Dr. von Pfeil’s investment research links economics, via his proprietary Economic Clock®, to sectors and stocks. Read more...
Economic Clock®
The monetary economy is about liquidity and, thus, interest rates. The real economy is all about job security and consumer demand. We look at the monetary and real economies to determine the outlook for macro profits and into which asset classes liquidity will go. Read more...
Media Commentator
Author of five books, and with a 30-year global career as an investment economist in the USA, Germany, UK and Hong Kong, Dr. Enzio von Pfeil is a professional speaker and regular commentator on Reuters, CNBC, Bloomberg and Asian TV on economic impacts on markets, industry sectors and corporations. Read more...
