Europe gets moving

Europe’s infrastructure needs are no secret. What is changing is the pipeline of projects, public backing and room for private capital.

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.