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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!
By: David Bianco
Equity wealth and inflation: What would Milton Friedman say?
Recent shocks show that the Euro area is a very heterogenous collection of still largely national economies. Progress is underway, but inflation has not been defeated yet.
By: Björn Jesch
Our monthly market analysis and positioning
By: Francis (Frank) J. Kelly
The most significant event for markets globally in the coming week is without a doubt Taiwan's presidential elections on January 13.
Drivers for German growth are likely to remain scarce in 2024. The notoriously stingy German consumer might help out.
2024 Outlook: Long live this faint cycle or bumps toward a new one?
Look beyond partisan finger pointing. When it comes to U.S. fiscal policy, policymakers are already starting to adjust to the swiftest rate hiking cycle in living memory.
It would be premature to read too much into the tighter correlations post pandemic, not least given recent declines.
For two years Europe's small caps have been lagging blue chips, despite good earnings and very low valuations. This might change in 2024.
