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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
Decline ahead?
By: Darwei Kung
Gold remains an attractive diversifier
By: Johannes Müller
Looking good for Democrats – don't count out the underdogs, though
By: David Bianco
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.
By: Petra Pflaum
Why ESG quality is such an important driver for investors and performance across companies, sectors and sub-sectors.
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.
