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While some blame the European carbon-price mechanism for surging power prices, the answer is much more straightforward: cyclical fluctuations of natural-gas prices.
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.
By: Darwei Kung
An OPEC+ agreement – finally
All ingredients appear to be aligned for profitable years ahead in the U.S. real-estate market, lest Covid has erased all historical patterns.
A buoyant economic recovery, record stock markets and calm bond markets. Things have been going all too well and the next surprises are unlikely to be positive.
Gold-price setback after hawkish Fed
Iran to pick up oil exports?
