Archive

Results: 49 Matches

Mar 27, 2020 Macro Outlook

Nasty business

By: Johannes Müller

The novel coronavirus has introduced a hefty dose of uncertainty to global growth forecasts

Macro, Politics, Global
Dec 04, 2019 Macro Outlook

Early signs of stabilization

By: Johannes Müller

Downside risks to global growth have shrunk in recent months. But we do not see much potential for an upside surprise either.

Macro, Central banks, Monetary policy, Politics, Global
Sep 09, 2019 Macro Outlook

Rising risks

By: Johannes Müller

We expect a further gradual weakening in growth, caused by trade tensions and related uncertainties.

Macro, Inflation, Politics, Central banks, Global
Jun 07, 2019 Macro Outlook

Increasingly fragile

The outlook for the world economy is getting cloudier. Escalating trade tensions could trigger further downgrades.

Macro, Politics, Global, Central banks, Inflation
May 03, 2019 Macro Outlook

Investment Traffic Lights

Our monthly market analysis and positioning

Allocation, Central banks, Corporate bonds, Currencies, Emerging markets
May 02, 2019

A giant stirs

By: Johannes Müller

Elections to the European Parliament could prove even more exciting than we thought.

Politics
Apr 25, 2019

Spain's crucial elections

By: Johannes Müller

The consequences for the country and beyond could be substantial.

Government bonds, Politics
Apr 08, 2019 Americas

A Viewpoint from Joshua N. Feinman

By: Joshua N. Feinman

U.S. Employment Report

Apr 05, 2019 Emerging markets

Emerging turnaround?

By: Johannes Müller

Encouraging economic signals from emerging markets confirm our positive view.

Emerging markets, Equities, Fixed Income
Mar 26, 2019 A closer look

A Closer Look

By: Joshua N. Feinman

Modern Monetary Theory, or Magical Mystery Tour?

Mar 22, 2019 Central banks

U.S. economic outlook

By: Joshua N. Feinman

Economic, monetary and financial-market outlook

Central banks, Government bonds, Inflation, Monetary policy, Politics
Mar 15, 2019 Macro Outlook

Just a soft patch?

By: Johannes Müller

We are trimming our global growth forecasts again – but only very slightly.

Politics
Mar 12, 2019 Macro Outlook

Another populist shock in Europe?

By: Johannes Müller

Probably not, as far as elections to the European Parliament are concerned.

Politics
Mar 11, 2019 A Viewpoint

A Viewpoint from Joshua N. Feinman

By: Joshua N. Feinman

U.S. Employment Report

Feb 20, 2019 Central banks

U.S. economic outlook

By: Joshua N. Feinman

Economic, monetary and financial market outlook

Central banks, Macro
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