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New businesses have been mushrooming in the United States since the start of the pandemic. That could have big implications.
By: Darwei Kung
An OPEC+ agreement – finally
There are several ways to express that humans are living way beyond Earth's means. The bill has arrived and will keep on coming.
Once again, much fuss will be made around the earnings season; beats and misses will move individual share prices. Investors shouldn't worry too much in our view.
By: David Bianco
S&P 500 & R2000: Strong EPS growth, but different sector/style drivers
Trying to reduce CO2 emissions by itself might prove difficult for the EU, not least as it could undermine its competitiveness. A carbon border tax could help.
By: Johannes Müller
What central-bank digital currencies might and might not be able to deliver.
By: Stefan Kreuzkamp
June was quite positive for the markets. Vaccination progress and good data coincided with reduced concerns about inflation. But the upswing is likely to lose momentum.
All ingredients appear to be aligned for profitable years ahead in the U.S. real-estate market, lest Covid has erased all historical patterns.
A buoyant economic recovery, record stock markets and calm bond markets. Things have been going all too well and the next surprises are unlikely to be positive.
So far at least, U.S. wage increases have been very unevenly distributed. Are we moving from transitory inflation to transitory labor-market tightness?
Gold-price setback after hawkish Fed
Workers are viewed as the most financially material of a company’s stakeholders
Beyond the reopening