CIO Archive

Results: 201 Matches

Jul 12, 2024 Currencies

Yen to dollar at its weakest level since 1986

Short-term we see only a small chance of a sustainable countermove

Central banks, Zinsen
Mar 08, 2024 Americas

When not to fuss over wage growth

Recent strong wage growth among lowly paid, young job switchers may reflect them moving into potentially more productive jobs. Such gains need not be inflationary.

Americas
Nov 29, 2024 Chart of the week

What now for record U.S. money market funds?

Even after the Fed's first rate cut, the momentum of cash inflows remains high

Americas, Central banks, Europe, Equities, Fixed Income, Alternatives
Jan 17, 2025 Chart of the week

What do falling Chinese yields tell us?

The bond market sees the convergence of Chinese and Japanese yields as a warning of potential 'Japanization' in China

Fixed Income, Inflation
Sep 14, 2021 Macro

What could the parties' election programs mean for future fiscal policy?

By: Martin Moryson

Macro, Politics
Mar 27, 2024 CIO Special

Value vs. Growth

By: Björn Jesch

Strong performance of the "Magnificent Seven" has pushed value stocks into the background - wrongly so?

Macro, Equities
Mar 20, 2023 CIO Flash

UBS to take over Credit Suisse

Immediate concerns alleviated, new concerns arise

Inflation, Macro, Fixed Income
Jan 22, 2020 Macro

U.S.-China trade deal: the easy step is done. And now?

By: Elke Speidel-Walz

U.S.-Chinese "phase-one deal": Ceasefire in the trade war, but nothing more. Tariffs remain much higher than they were. What's next?

Americas, Asia & Pacific, Macro
May 21, 2024 CIO Special

U.S. money market funds - a safe haven?

By: Björn Jesch

U.S. money market funds (MMFs) have experienced massive inflows since the end of 2022. At just above USD 6 trillion, they currently stand at an all-time high

Macro, Equities
Sep 14, 2020 Elections

U.S. elections 2020: Everything will be obvious, once you know the answers

By: Johannes Müller, Peter Doralt

The upcoming U.S. elections could be remembered as the most important since 1980.

Politics, Americas, Elections, Macro
Sep 17, 2024 Macro

U.S. Economic Outlook

By: Christian Scherrmann

Time has come to engineer that soft landing.

Macro
May 17, 2023 Central banks

U.S. Economic Outlook

By: Christian Scherrmann

Slowing down the U.S. Economy

Central banks, Macro
Mar 03, 2023 Macro

U.S. Economic Outlook

By: Christian Scherrmann

Labor market tightness and its implications for monetary policy

Macro
Jan 24, 2025 Chart of the week

U.K. Gilts in PAIN

Yields on U.K. sovereign bonds have surged to levels not seen since the Great Financial Crisis and the Sterling too is struggling

Fixed Income, Inflation, Americas, Central banks
Jun 28, 2024 Macro

Two years of yield curve inversion in the U.S.

Recession looks likely to be avoided this time

Macro
Results 1-15 of 201
Results per Page

CIO View