10 themes for the year ahead
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.
Lessons from the Brexit and other attempts at forecasting the perfect entry and exit points in stock markets
From both a market and a political perspective, the “news” that Fitch now rates United States' long-term ratings as 'AA+' contained no new information and is likely to have very little direct market impact.
We draw some broad lessons from Spain’s inconclusive elections on how to think about politics in Southern Europe since the 2008 global financial crisis.
By: Christian Scherrmann
Labor market dynamics might need longer to adjust than disinflation suggests
Nasdaq adjusting the weights of its index because the Big 7 have become too big. This is not only bad for investors, but also the free market.