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Golden November - so far

The U.S. elections and a Covid-19 vaccine breakthrough have provoked an upheaval in capital markets. Euphoria prevails, with foreseeable pitfalls.

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Economic Overview

Nov 04, 2020

Still waiting for the U.S. election results.

Fiscal stimulus is likely to be more limited than under a Democratic landslide

Macro, Equities, Fixed Income
Nov 03, 2020 Macro

ECB: Preparing markets for Christmas gifts

By: Ulrike Kastens

Risks tilted to the downside, paving the way for more stimulus in December

Central banks, Macro
Oct 27, 2020 Macro

Is the ECB about to floor the monetary gas pedal again?

By: Ulrike Kastens

Macro
Oct 23, 2020 Macro

Glimmers of hope

Covid-19 infection rates are on the rise again. So, why have growth forecasts become more optimistic? Trends in service-sector sentiments suggest some answers

Macro, Global
Oct 21, 2020 Macro

U.S. Economic Outlook

By: Christian Scherrmann

Decline ahead?

Macro, Americas
Oct 20, 2020

Our probably final updates on U.S. election probabilities

Looking good for Democrats – don't count out the underdogs, though

Americas, Macro

Further articles

Nov 20, 2020 Sustainability

U.S. Federal Reserve to join sustainability club

Network for Greening the Financial System will come to include central banks and regulators from sixty countries
Nov 19, 2020 Forecasts

Our forecasts

All forecasts at a glance
Nov 19, 2020 Global

Surprisingly optimistic for 2021

As the year draws to a close, 2020’s big risks start to look less bad, allowing investors to meet 2021 with optimism. We believe low interest rates will remain key.
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