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By: Darwei Kung
Oil will likely grind higher
By: Christian Scherrmann
The Fed's framework review – evolution toward flexibility
While U.S. stocks are back to their pre-crisis levels volatility is not. Surprisingly, stocks and volatility have been moving in tandem for weeks. Time to worry?
By: David Bianco
S&P 500 leverage update: another young vs. old sector split
By: Stefan Kreuzkamp
Many markets reached new highs in August, stretching valuations even further. Combined with recent political developments this is pointing toward a stormy autumn.
The vote to leave the European Union has cost the UK dearly already. Not much time is left to prevent even more economic damage
Monetary aggregates are growing briskly across the globe. The outlook for inflation remains benign, at least for now
By: Johannes Müller
Until the Covid-19 virus is finally defeated, the recovery looks set to continue at an uneven pace. Our Macro outlook explains why.
Everybody is talking about the pandemic accelerating major trends. We find it has also favored companies responding to climate change.
All forecasts at a glance
While we are optimistic about 2021, valuations look to have raced too far ahead and are vulnerable to short-term disappointment.
GDP likely to recover, but will real yields?
China is far behind on agreed import quantities from the United States. The trade dispute might be about to resurface, but the real battles are being fought elsewhere.
2021 S&P 500 EPS likely the same as 2019: Should the P/E be higher?
After the drop comes the rebound. Will that be followed by a long recovery?