In addition to the severity of the recession, inflation will be an important factor during this phase.
Short-term high correlation with the Nasdaq should not be over-interpreted
New world order for trade: What Next?
Nothing is all that certain in Washington these days. This was the backdrop against which we devel-oped the latest update to our strategic 12-month outlook.
Tariff Disturbances: More uncertainty on trade and to what end?
The DAX has hit a record high, outperforming smaller German stocks. Investors expect a business-friendly government. But many challenges remain.
Altitude Sickness: Breathe, go slowly, stick to the big markers
