U.S. wage inflation is getting quieter

Normalization in leisure & hospitality – a signal for the broader U.S. labor market?

Frank Kelly Special | June 11, 2026

By: Francis (Frank) J. Kelly

What is going on with Congress’ efforts to pass a Housing Bill and a Crypto Bill?

The new energy system : Navigating the shift from molecules to electrons

By: Michael Lewis, Steffen Kutscher

German equities reversed amid geopolitical tensions

By: Hansjoerg Pack

After a resilient start to 2026, rising tensions in the Middle East drove elevated volatility across global markets, impacting equities, energy, and rates through the quarter.

Frank Kelly’s Geopolitical Week Ahead | June 7, 2026

By: Francis (Frank) J. Kelly

Iran and Israel re-escalate fighting while U.S.-Iran talks hit a wall, Xi Goes to North Korea, Peru presidential election too-close-to-call as Columbia readies for run-off vote, and central banks begin new struggle with rates

Inflation expectations management

Not so long ago, Eurozone inflation was almost too dull to mention. Nowadays, the opposite risk looms: rising factory-price expectations deserve attention – but not panic.

AI productivity: not a miracle yet

U.S. productivity is improving. In aggregate economic data, however, the AI dividend remains easier to imagine than to measure.

Critical minerals – The power factor in commodities

Critical minerals are increasingly playing a key role in the development of electromobility, renewable energy and digitalization – and thus in shaping future developments.

Markets between Energy shock and AI boom

Rising energy prices weigh on growth and inflation, while AI-driven investment continues to support selected segments and drive increasing divergence across markets.

Big tech invests - the market adjusts

Substantial upward revisions in capex reflect the AI infrastructure boom – early signs of increasing monetization are becoming visible

When jet fuel stops being niche

Europe’s volatile jet-fuel buffers are less a story about aviation and more a warning of how a prolonged Hormuz shock could expose wider supply-chain fragilities.

Q2 2026 Outlook: Central & Eastern Europe Markets

By: Sebastian Kahlfeld

Bond markets: shaken, not unanchored

Markets are pricing more near-term inflation risk, but longer-term expectations remain comparatively calm.

Critical minerals – The power factor in commodities

Critical minerals are increasingly playing a key role in the development of electromobility, renewable energy and digitalization – and thus in shaping future developments.

Frank Kelly’s Geopolitical Week Ahead | April 19, 2026

By: Francis (Frank) J. Kelly

From rapidly shifting signals over peace talks and a fragile ceasefire deadline, to European policy coordination and a pivotal Fed Chair confirmation, we outline what’s on the geopolitical agenda—and what markets are watching this week.