What could the parties' election programs mean for future fiscal policy?

By: Martin Moryson

Another amazingly good quarter. What next?

By: Stefan Kreuzkamp

The markets easily withstood many adversities in the summer. In the coming twelve months equities and real estate remain our favorites, though their potential returns are only moderate.

Dawn of the not-so-dead

U.S. delinquencies have been surprisingly low throughout the pandemic. Do not expect them to spike any time soon.

China and the U.S. move apart

By: Elke Speidel-Walz

A more complex relationship with a global impact

German Federal Election 2021

By: Martin Moryson

More open than ever – But what will markets make of it?

U.S. policy rate expectations: who is surprised?

Markets are following the Fed members view on policy rates in the long run pretty closely. They don’t call for a huge sell-off in 10-year treasuries.