Are markets right to be quite so upbeat?

Looking at the divergence between the copper/gold ratio and real yields suggests that some caution may be in order.

What next for European passenger mobility?

By: Gianluca Minella

In recent weeks, mobility slowed down again across Europe. Overall, however, European transport-infrastructure returns have been remarkably resilient during the pandemic.

U.S. Economic Outlook

By: Christian Scherrmann

Does the economy really need another round of stimulus checks?

More stimulus ahead

The likelihood of further deficit spending has risen sharply due to the outcome of the Georgia Senate elections.

The other trade deal

The Brexit deal wasn't the only Christmas surprise. In the long run, the investment agreement with China could prove almost as consequential for EU exporters.

U.S. Economic Outlook

By: Christian Scherrmann

Vaccine shots for the economy