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Short-term we see only a small chance of a sustainable countermove
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.
Even after the Fed's first rate cut, the momentum of cash inflows remains high
The bond market sees the convergence of Chinese and Japanese yields as a warning of potential 'Japanization' in China
By: Martin Moryson
By: Björn Jesch
Strong performance of the "Magnificent Seven" has pushed value stocks into the background - wrongly so?
Immediate concerns alleviated, new concerns arise
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?
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
By: Johannes Müller, Peter Doralt
The upcoming U.S. elections could be remembered as the most important since 1980.
By: Christian Scherrmann
Time has come to engineer that soft landing.
Slowing down the U.S. Economy
Labor market tightness and its implications for monetary policy
By: Vincenzo Vedda
Since Trump took office, U.S. stocks have plunged – his tariff policy worries many. Now there are doubts about growth in the U.S. but hopes for higher growth in Europe. A trend reversal? Nothing is too certain.
Yields on U.K. sovereign bonds have surged to levels not seen since the Great Financial Crisis and the Sterling too is struggling
