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Introduction of Bitcoin ETFs has given the segment a boost
By: Björn Jesch
Critical technologies are being identified and promoted as deglobalization advances
Recent strong wage growth among lowly paid, young job switchers may reflect them moving into potentially more productive jobs. Such gains need not be inflationary.
Our monthly market analysis and positioning
More secure supply brings gas prices back down
The BTP/Bund spread falls impressively
By: David Bianco
The end of macro?: Some companies are so big they are the macro
India's demographic advantages are well known. The government's capex offensive, expanding exports and the bond market’s opening are now also generating momentum for stock markets.
Donald Trump’s electoral performance in both 2016 and 2020 suggests that returning to the White House is likely to prove an uphill struggle.
In our view, German covered bonds offer an attractive yield pick-up over German government bonds
Amidst the excitement in markets about the strong growth performance of the U.S. economy, some nuance seems in order.
Should investors in U.S. government bonds be worried about what a Trump election win would mean for their asset class? We see good reasons to expect yields to rise.
Geopolitical risk adds yet another layer of complexity to understanding commodity prices. In terms of forecast accuracy, though, it’s all about the vol.
By: Christian Scherrmann
Next stop lower rates? Not so fast, hopefully!