Comparing the current situation to the oil shocks of the 1970s suggests that these are very different phenomena.
By: Martin Moryson
By: Stefan Kreuzkamp
The markets easily withstood many adversities in the summer. In the coming twelve months equities and real estate remain our favorites, though their potential returns are only moderate.
U.S. delinquencies have been surprisingly low throughout the pandemic. Do not expect them to spike any time soon.
By: Elke Speidel-Walz
A more complex relationship with a global impact
More open than ever – But what will markets make of it?
Markets are following the Fed members view on policy rates in the long run pretty closely. They don’t call for a huge sell-off in 10-year treasuries.