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By: David Bianco
Strong S&P 500 EPS results for the third quarter, probably the best for the year
By: Ulrike Kastens
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
By: Christian Scherrmann
By: Darwei Kung
Gold remains an attractive diversifier
By: Johannes Müller
Looking good for Democrats – don't count out the underdogs, though
The polls have spoken: Have the people?
Covid-19’s first victim continues to recover, with structural measures increasing the economy’s robustness and boosting its currency. That is not without risks, however.
By: Dr. Thomas Schuessler, Andre Koettner
A veritable liquidity tsunami has lifted equities. With no fundamental upside left from here, now is the time to be selective.
Third-quarter reporting ahead: suddenly last summer
For the first time since 1995, U.S. durable consumer-goods prices are rising! At the very least, this shows how quickly inflation can react to changing conditions.
Economic consequences of biodiversity loss and the role of financial regulators.
By: Stefan Kreuzkamp
We believe that the wait-and-see, nervous attitude of the markets in September could continue in October. Central-bank support remains important.
Russell 2000: Search it for growth
By: Director Kevin White, Liliana Diaconu
Contrary to common fears, Covid-19’s long-term effect on office demand might actually be accretive, or at least not destructive.