Chart of the week
By: Martin Moryson
Is inflation back? Is its current rise permanent or just temporary? And what are the implications of reviving inflation for the capital markets?
By: Christian Scherrmann
Remain complacent – but only about monetary policy, not the pandemic
The global economy is expected to achieve remarkably high growth in 2021. This is a good basis for the capital markets, but it creates risks and may require reallocations.
Joe Biden’s inauguration looks increasingly likely to mark a sea change for sustainable investing. This could have lasting implications well beyond U.S. shores.
By: Johannes Müller, Peter Doralt
The bond market is already fretting about the U.S. economy overheating. However, we continue to think that the looming spike in inflation rates will be transitory.
Upgrading our forecasts for the U.S. economy