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Short-term high correlation with the Nasdaq should not be over-interpreted
Market sentiment tumbles into “panic territory” after reciprocal tariffs announcement on “Liberation Day.”
So far, Trump’s tariff threats are mainly harming sentiment. That could change quite quickly, in ways that would be hard to undo or mitigate.
Continued reductions in greenhouse gas emissions make Germany’s 2030 targets look achievable given continuing efforts – amid a still concerning global picture.
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.
Europe's economies wasted billions of euros through the inefficient use of energy
The DAX has hit a record high, outperforming smaller German stocks. Investors expect a business-friendly government. But many challenges remain.
Though the medium-term growth outlook looks resilient, a stronger manufacturing sector is needed to create jobs.
Germany struggles on many fronts. This uncertainty could be exacerbated if we see protracted coalition negotiations following an inconclusive election result.
The bond market bathes in the positive sentiment
Progress on the energy transition and political commitments give cause for cautious optimism on Europe’s transformation.
Industry desperately hopes for support from Brussels
Yields on U.K. sovereign bonds have surged to levels not seen since the Great Financial Crisis and the Sterling too is struggling
The bond market sees the convergence of Chinese and Japanese yields as a warning of potential 'Japanization' in China
With European growth expectations for 2025 now already subdued, it is hard to imagine further bad news catching prognosticators by surprise.
