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For two years Europe's small caps have been lagging blue chips, despite good earnings and very low valuations. This might change in 2024.
Some U.S. households are clearly getting squeezed by higher interest rates. How much of a macroeconomic impact this will have is surprisingly tricky, however.
Compared to the overall market, the U.S. bank sector is bobbling around near its record lows. Rightly so, we say, because banks don’t offer much to please shareholders.
Carbon allowances are emerging as a fascinating new asset class. As Europe’s carbon market matures, it is starting to display distinct equity market correlations.
The oil and gas sector has been strongly outperforming the alternative energy sector. There are many reasons for that. Higher interest expenditure is one of them.
Amidst rising tensions in the Middle East, gold seems to be living up to its reputation as a safe haven. Ironically, softer inflation data might also prove supportive
Can global central banks really engineer a smooth end after a turbulent pandemic ride? South Korea’s property markets may offer some fascinating glimpses at the future.
Japan's economy is up and running, companies are making money and increasingly thinking about shareholders, and now the recent slide in share prices may offer a better entry point.
Chaos on Capitol Hill is likely to have surprisingly benign consequences for the dollar.
Compared to bonds, U.S. equities are as overvalued as they were in 2003 and 2009. Back then, both asset classes were cheap. Hard to argue that this is the case again today.
German inflation expectations now exceed those seen in the U.S. We explain why this seemingly alarming finding is fairly meaningless for European monetary policies.
Decarbonizing Corporate America will be discussed on the New York Climate Week. Adopting science-based emission reduction targets might help.
Last week's figures for the American job market covering non-farm payrolls were not a disaster, but they clearly point to a slowdown.
The extraordinary savings of the Covid period are depleted now, except among the wealthy – who aren’t quick to spend. So, the economy gets no savings boost this year.
Officially published economic figures are regularly criticized, especially when it comes to China. Taking a look at corporate profits shows why.