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Johannes Müller

Head of Macro Research

Biography

Joined the Company in 1994. Prior to his current role, Johannes was Chief Economist for Fixed Income. Previously, he headed the Euro Liquids asset class management team. Before, he served as a portfolio manager for fixed income and as a bond trader. He started his career in the money market fund management team

Master's Degree in Social and Economic Sciences from University of Innsbruck; CEFA - Certified European Financial Analyst; CFA Charterholder

Related Publications

At a turning point

Jun 15, 2020
Five months into the Covid pandemic, there are signs of improvements. The risk of setbacks remains high, however.
  • CIO View Quarterly

Nasty business

Mar 27, 2020
The novel coronavirus has introduced a hefty dose of uncertainty to global growth forecasts
  • CIO View Quarterly

Early signs of stabilization

Dec 04, 2019
Downside risks to global growth have shrunk in recent months. But we do not see much potential for an upside surprise either.
  • CIO View Quarterly

Rising risks

Sep 09, 2019
We expect a further gradual weakening in growth, caused by trade tensions and related uncertainties.
  • CIO View Quarterly

A giant stirs

May 02, 2019
Elections to the European Parliament could prove even more exciting than we thought.
  • Macro Outlook

Spain's crucial elections

Apr 25, 2019
The consequences for the country and beyond could be substantial.
  • Macro Outlook

An ECB gift with worrying strings attached

Apr 11, 2019
Introducing a tiering system might further delay monetary normalization.

Emerging turnaround?

Apr 05, 2019
Encouraging economic signals from emerging markets confirm our positive view.
  • Macro Outlook

Just a soft patch?

Mar 15, 2019
We are trimming our global growth forecasts again – but only very slightly.
  • CIO View Quarterly
  • Macro Outlook

Another populist shock in Europe?

Mar 12, 2019
Probably not, as far as elections to the European Parliament are concerned.
  • Macro Outlook

Steady as she goes

Dec 18, 2018
The world economy retains a more solid footing than you might think.
  • Macro Outlook

G20 summit: no big deal, we guess

Nov 29, 2018
Expect headlines and volatility, but no sustainable progress in trade talks
  • Macro Outlook

Capital-market cycles

Nov 21, 2018
Can good times last much longer? Insights from our capital-market-cycle model.

The Trump effect 2.0

Oct 24, 2018
What to expect from this year's U.S. midterm elections
  • Macro Outlook

So far, so good.

Oct 12, 2018
Conventional analysis paints a soothing picture of the global economic outlook.
  • CIO View Quarterly

Too early to panic

Aug 01, 2018
To make sense of trade tensions, we introduce two tests worth watching.
  • Macro Outlook

Fasten your seatbelts

Jul 19, 2018
The outlook for the global economy continues to look solid, but risks are growing.
  • CIO View Quarterly

As good as it gets?

Apr 17, 2018
So far, our upbeat base case for the global economy is looking good
  • CIO View Quarterly

An Italian muddle

Feb 27, 2018
Italy's looming election could prove a lot messier than markets think.
  • Macro Outlook

"Low and slow" does not equal "Never, ever"

Feb 07, 2018
Why low unemployment still matters for wages and prices
  • Macro Outlook

What could possibly go wrong?

Dec 07, 2017
As the recovery enters its ninth year, inflation needs to be watched closely.
  • Macro Outlook

Plenty of growth momentum

Oct 24, 2017
Uncertainty is unusually high, however.
  • Macro Outlook

CIO View

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