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Assessing progress towards reaching 2030 targets is essential for Europe’s future success. It also highlights the need for more investments and further policy action.
German manufacturing is not doing as badly as it may seem
Since the financial crisis the Swiss currency has trended relentlessly higher against the euro. But recently the first signs of weakness have appeared
The recent gyrations of Indian small caps should not detract from the country’s equities longer term appeal.
Introduction of Bitcoin ETFs has given the segment a boost
Recent strong wage growth among lowly paid, young job switchers may reflect them moving into potentially more productive jobs. Such gains need not be inflationary.
More secure supply brings gas prices back down
The BTP/Bund spread falls impressively
Donald Trump’s electoral performance in both 2016 and 2020 suggests that returning to the White House is likely to prove an uphill struggle.
In our view, German covered bonds offer an attractive yield pick-up over German government bonds
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.
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.
Drivers for German growth are likely to remain scarce in 2024. The notoriously stingy German consumer might help out.
