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Unlike in Europe, it is the cities and municipalities in the United States, and not the state, which are taking the lead in climate protection. They have good reason to do so.
By: David Bianco
Election and vaccine equity strategy: same style, still cautious
By: Joern Wasmund
In response to the economic damage, ample liquidity should continue to create opportunities, especially in corporate and higher yielding bonds.
By: Darwei Kung
Oil will likely grind higher
By: Christian Scherrmann
The Fed's framework review – evolution toward flexibility
While U.S. stocks are back to their pre-crisis levels volatility is not. Surprisingly, stocks and volatility have been moving in tandem for weeks. Time to worry?
S&P 500 leverage update: another young vs. old sector split
By: Stefan Kreuzkamp
Many markets reached new highs in August, stretching valuations even further. Combined with recent political developments this is pointing toward a stormy autumn.
The vote to leave the European Union has cost the UK dearly already. Not much time is left to prevent even more economic damage
Monetary aggregates are growing briskly across the globe. The outlook for inflation remains benign, at least for now
By: Johannes Müller
Until the Covid-19 virus is finally defeated, the recovery looks set to continue at an uneven pace. Our Macro outlook explains why.
Everybody is talking about the pandemic accelerating major trends. We find it has also favored companies responding to climate change.
All forecasts at a glance
While we are optimistic about 2021, valuations look to have raced too far ahead and are vulnerable to short-term disappointment.
GDP likely to recover, but will real yields?
